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Discussion on Xero, a world-leading online accounting software

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Xero Integration, Invoice field data missing

Hello,

We are having issues with Xero invoicing within Pipedrive. 

We create an invoice but the contact details (name, address etc) won't populate into the fields in the Xero app within Pipedrive. 

Frustrating and time consuming to manually enter. Hopefully we can find a fix here?

Thank you.

Hugo

Planned: Invoicing to gain new abilities 🧾 🚀

Why?

To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices.

For whom?

Invoicing: all plans.

Products: Advanced, Professional and Enterprise.

How will it work?

  • Create invoices using Pipedrive Products directly
  • See all invoices from Xero/QuickBooks in Pipedrive
  • Check consolidated financial information on customer level

Learn all about the Invoicing feature in Pipedrive in your preferred language.

🔮 Get notified about what’s coming down the line:

Xero

We understand the integration between Pipedrive and Xero, we've read your documentation and materials in your website too, (Some of the links we looked at : https://www.pipedrive.com/en/blog/pipedrive-xero-integration AND https://www.pipedrive.com/en/features/xero-crm-integration). So we understand if we create an invoice from Pipedrive we can track the status of the invoice from Xero in Pipedrive. (Draft, Awaiting for Approval, Awaiting for Payment, Paid, Voided & Deleted). However the question is how can we still get these updates without creating invoice within Pipedrive. Would you direct us on Zapier? Is there any other way within Pipedrive if we let Xero and Pipedrive talk to... (More)

Automate information fill in invoice fields

Hello,

 

I suggest Engineers to development an automation possibility to fill fields in invoice directly from the products deal details when a Deal is won.

Regards