Skip to main content

Xero
Xero

Discussion on Xero, a world-leading online accounting software

5 followers
0 questions
32 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics and join channels in the Community.

Xero Intergration feature ideas

Could we please have the ability to link customer phone numbers to the contact details in Xero?

We use custom tracking columns on our invoices, not sure how hard it is to get those settings from Xero and give us the ability to link it to a Pipedrive field?

Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?

Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. 

Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. 

It would be useful if the accounting software could push back to Pipedrive details of payment received when it has been assigned to an invoice in the accounts. 

Any help or advice or feedback would be appreciated.

Products not loading in new invoices being created in Pipedrive

Hi all,

This might help some others.

If you have the Products module ENABLED but do not use it, and instead use the Xero inventory, you will find today that it no longer fetches autocomplete data when typing your products into the invoice creation form.

If you want to use the Xero inventory to populate your invoices via Pipedrive, you must ensure the Pipedrive Products module is DISABLED - the two pieces of functionality do not co-exist.

@Manuel Oliveira it would be great if there was a toggle that could be used so that the invoicing part doesn't break -... (More)

New: Updated invoicing integrations with Xero & Quickbooks 🧾 💰

What?

You can now manage your invoice lifecycle even better than before, without having to leave the Pipedrive interface:

  • Import your products from Xero/Quickbooks into Pipedrive using import data
  • Create and link contacts to Xero/Quickbooks directly from the Pipedrive Invoice form
  • Get an overview of your previously sent invoices from the side-panel inside the deal
  • Pull past invoices and their details from Xero/Quickbooks into Pipedrive
  • Send new invoices from inside Pipedrive

For whom?

All users with an active Xero or Quickbooks account. Find the QuickBooks and Xero integrations in our Marketplace, along with hundreds more.

When?
Available now

�... (More)