Integration Method
Native Integration Available
Great news! Pipedrive has a built-in, native integration for Xero. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Create invoices from Deals.
Why Connect Pipedrive & Xero?
Eliminate Data Silos
Keep Pipedrive and Xero in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your finance stack.
Better Reporting
Unified data across Pipedrive and Xero means clearer insights and faster decision-making.
How to Set Up the Integration
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1
Open Pipedrive and navigate to Settings → Integrations or the App Marketplace.
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2
Search for Xero in the integrations directory and click Install or Connect.
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3
Authorize the connection by logging into your Xero account via OAuth and granting the requested permissions.
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4
Configure your sync preferences — select which fields and records to synchronize, then save.
Ready to Get Started?
Try Xero and see how it connects with Pipedrive to streamline your workflow.
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