Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Pipedrive or Xero leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Pipedrive, ready to approve in Xero
Pipedrive runs sales, Xero keeps the books. CRM Connector keeps the people behind the deals the same as your Xero contacts, in both directions, and turns every won deal into a draft Xero invoice, so the bookkeeper never retypes a sale.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won deals into draft invoices
- Contacts
- Won deals into draft invoices
At a glance. Contacts stay the same on both sides, and won deals arrive as draft invoices. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Pipedrive or Xero as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickOnly deals won from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationWhen createdContact name
- Primary emailBoth waysEmail address
- Primary phoneBoth waysPhone
- Postal address, or the organization'sWhen createdStreet address
- Won dealsEach works it outIs a customer
- LabelsOnly in PipedriveNot in Xero
It happens in Pipedrive, then in Xero
A new contact
Looked for in Xero on the exact email, then on its unique contact name. Updated when found, created only when nothing matches.
Name, email or phone changes
The same change is made to the Xero contact on the next sync.
The organization or address changes later
Not carried: the company name and address reach Xero when the contact is created.
- Before anything is created the other system is searched first, so nothing is created twice.
- Pick only persons with a label you choose, and only those labelled persons start travelling out of Pipedrive.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Pipedrive and Xero are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Pipedrive or Xero leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Pipedrive or Xero on its own is on its own page.
- Set the tax on the draft
- Deal values are usually excluding tax, and the invoice line carries no Xero tax. Set it on the draft before you approve it.
- A currency Xero has not switched on
- The invoice is written in the organisation's base currency with the amount unchanged, and the log says so.
FAQ
Questions about Pipedrive and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Contacts sync in both directions, and you choose which system leads when the same person changed on both sides.
Yes, when you choose the stage rule. A deal won on or after your start date becomes a draft Xero invoice for the same contact with one line for its value. It is never approved, sent or paid by the sync.
No. The deal is already won; payments stay in Xero.
No. Before anything is created in Pipedrive or Xero, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Pipedrive and Xero?Start your 7 day free trial
Sign in to Pipedrive and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.