The Pipedrive deal already holds the customer, products and amounts, so you click Auto-Fill, check the invoices and sync them to Xero or QuickBooks Online. ScaleXP then pins a note listing the invoices on the deal and can keep the deal's contract values up to date.
Before you start
- A Xero login with Standard or Adviser permission, or Admin access in QuickBooks Online.
- Products in Pipedrive with a Product code that matches the item Code in Xero.
- At least one item for sales in Xero, with a sales account and tax rate set.
The full checklist is in Before you get started: Invoicing from Pipedrive.
Set up in three steps
- Connect Pipedrive and your accounting system in Load Data > Connections, then run Sync now on the Pipedrive card. See How to view, add, or disconnect connections.
- Map Xero products (items) with Pipedrive
- Map Pipedrive fields and sync invoices back to Pipedrive
How your data maps
- Customers: by default the organization linked to the deal is the billing customer; you can also map customer details from the deal’s contact person or the deal itself (see Map Pipedrive fields). A new customer is created in Xero or QuickBooks Online.
- Products: each deal product's Product code is matched to an item, which sets the account and tax rate.
- Prices and descriptions: come from the Pipedrive deal products.
- Recurring invoices: each deal product's billing frequency decides whether it becomes a recurring or a one-off invoice.
After setup
- To fill in invoices, open the deal in Pipedrive, click View and amend invoices in the ScaleXP panel, then click Auto-Fill.
- Every invoiced deal gets a pinned note listing its invoices.
- To keep the original and current contract values on the deal, see Map Pipedrive fields and sync invoices back to Pipedrive.