Xero Integration - Invoice Only Role

David Roy_35172
David Roy_35172 Member Posts: 5
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.

 

image

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.

 

 

610d71440e30fe3cdc619c3f_44707.png

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider 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
    First Comment
    edited August 2021 #3

    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.