Settings

Pipedrive

Not set up

Won deals become clients.

.env.local

PIPEDRIVE_API_TOKEN=your-personal-api-tokenPIPEDRIVE_COMPANY_DOMAIN=yourcompany

Setup steps

Pipedrive → Settings → Personal preferences → API. Copy the token.
Add it to .env.local. PIPEDRIVE_COMPANY_DOMAIN is your subdomain, and optional.
Restart the server, then Test connection and Sync now.

Connected to Aerolab NZ (demo)· synced 4 h ago

Pulls contacts and invoices. Pushes an invoice when a job is done.

Applied when a finished job becomes a Xero invoice. Prices ex GST.

Basic reads· on-device OCR

Add an API key for better reads of embossed plates and glare.

.env.local

ANTHROPIC_API_KEY=sk-ant-…

Loaded· 18 clients · 40 units · 35 jobs · 50 invoices

Demo rows never touch your synced data. Clear them whenever.

Technical details