Xero is a world-leading online accounting software built for small businesses.
– Get a real-time view of your cashflow.
Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
– Run your business on the go.
Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
– Get paid faster with online invoicing.
Send online invoices to your customers – and get updated when they’re opened.
– Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.
Pipedrive + Xero
With the Pipedrive–Xero integration app you can now create invoices from the deal details view without having to send emails to your accountants or copy/paste data between Pipedrive and Xero.
Additionally, you will get updated statuses on invoices created from Pipedrive so you will know when they are approved, paid or overdue.
Discover how the app can help you, by giving you the necessary information to streamline your sales process and close deals faster!
Setup and installation
1. Click install at the top of this page.
2. Read the terms & conditions and allow Pipedrive and Xero to access data.
3. If you are not logged into Xero, you can log in or create a new account
4. You will be prompted to select which Xero company to use.
5. Configure your preferences.
6. You are ready to use Xero integration with Pipedrive!