How To Integrate Pipedrive With Xero

How To Integrate Pipedrive With Xero

1. Create Accounts: Ensure you have active accounts on both Pipedrive and Xero.
2. Log In: Sign in to your Pipedrive account.
3. Access Settings: Click on your profile icon and select 'Settings'.
4. Find Integrations: Navigate to the 'Integrations' section in the settings menu.
5. Search for Xero: Look for Xero in the list of available integrations.
6. Click on Xero: Select the Xero integration option to start the setup.
7. Authorize Connection: Follow the prompts to connect your Xero account.
8. Map Fields: Set up how data will sync between Pipedrive and Xero.
9. Test Integration: Run a test to ensure everything is working correctly.
10. Save Settings: Confirm and save your integration settings.