Native Integration Available
Great news! Pipedrive has a built-in, native integration for Xero. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Create invoices from Deals.
Step-by-Step Setup
Open Pipedrive and navigate to Settings, then Integrations or the App Marketplace.
Search for Xero in the integrations directory and click Install or Connect.
Authorize the connection by logging into your Xero account via OAuth.
Configure your sync preferences and select which data fields to synchronize.
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.
Ready to Connect?
Get the setup guide and start your free trial of Xero today.
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