2 min read · Updated November 9th, 2026

Before you get started: Invoicing from Pipedrive

A checklist of the connections, access, products and decisions to have ready before you set up invoicing from Pipedrive in ScaleXP.

Read this before you map any Pipedrive fields. Invoicing from Pipedrive needs two systems connected and your products matched between them.

Connections

Connect Pipedrive and your accounting system (Xero or QuickBooks Online) in ScaleXP. See How to view, add, or disconnect connections and Subscription management and renewal tracking: Getting started with CRM integration.
Make sure your Pipedrive currency matches the currency of your ScaleXP organization. For a consolidated company, connect Pipedrive in the parent company. See CRM integration: How to map CRM data in ScaleXP.
Run Sync now on the Pipedrive card at least once. Organization and deal product fields only appear in the mapping dropdowns after a Pipedrive sync.

Give every Pipedrive product a unique Product code. It must exactly match the item Code in Xero. See Mapping Xero products (items) with Pipedrive.
In Xero, set up at least one item for sales. You can't turn on products in ScaleXP Invoicing until you do.
Set a sales account and tax rate on each Xero item, so invoice lines are coded automatically.

Decide where you keep your product list, Xero or Pipedrive. Exporting from Xero into Pipedrive is the recommended option. See Mapping Xero products (items) with Pipedrive.
Decide whether to send contract values back to Pipedrive. If you do, create two custom deal fields in Pipedrive first, with the type Monetary or Numerical, then sync Pipedrive again. See Map Pipedrive fields and sync invoices back to Pipedrive.
Check which Pipedrive fields hold your invoice details, such as a PO number for the invoice reference. Most mapping rows already link to the usual Pipedrive field.