Xero Integration - Invoice Only Role

David Roy_35172
David Roy_35172 Member Posts: 5 VERIFIED MEMBER
First Comment
edited July 2022 in Apps and Integrations #1

It would be great if the XERO - Pipedrive integration would work for XERO users that are Invoice Only "https://central.xero.com/s/article/Invoice-Only-user-role".

This integration currently only support ADVISOR and STANDARD users.

 

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Most Sales Rep have access to Xeros only to create invoices. It does not make sense for us to give full access to Xero to Sales Rep.

 

 

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    The invoice only role may not have all the required permissions to pass data via the API [this might be the reason why this is the way it is]

  • David Roy_35172
    David Roy_35172 Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited August 2021 #3
    Boris Tsibelman said:

    The invoice only role may not have all the required permissions to pass data via the API [this might be the reason why this is the way it is]

    Can anyone confirm this is the case? Thanks.

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