Settings - Procore > Xero Syncing

Manage your Smoothx syncing settings from Procore to Xero

Manage the settings to allow syncing from Procore to Xero via Smoothlink.

The following settings can be controlled:

• Procore to Xero Syncing
  • Syncing to Xero Status
  • Allow Updates / Delete Matching Invoice or Bill
• Advanced Options
  • ERP Syncing Management
  • Multi-Currency
  • Locked Periods
  • Project Numbering
  • Sub Jobs
  • Sync Contact Info
    
  • Sync Ignore Options

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  Access Procore to Xero Settings

  1. Log in to your Smoothx Integration - https://app.smoothlink.net/
  2. Navigate to Settings
  3. Select Procore > Xero Syncing tab
  

Procore to Xero Syncing

Control where Invoices/Bills are added to Xero when synced.

Control when edits/updates in Procore can sync changes to Xero based on the Invoice/Bill status in Xero.

• Sync as Draft - Procore Progress Claims (commitments) or Direct Costs will sync to Xero as Draft.  If toggled OFF, you can select to sync to the Awaiting Approval or Awaiting Payment status.

• Allow updates on draft Invoices or Bills
  • When ON, will sync Procore changes to Xero Invoices/Bills in Draft.
• Allow updates on awaiting approval Invoices or Bill
  • When ON, will sync Procore changes to Invoices/Bills in Awaiting Approval.
• Allow updates on approved Invoices or Bills
  • When ON, will sync Procore changes to Invoices/Bills in Awaiting Payment.
• Allow re-sync of deleted Invoices or Bills
  • When ON, will sync allow deleted Invoices or Bills to be re-synced.
• Delete matching Invoice or Bill when deleted in Procore
  • When ON, will delete the Xero Invoice/Bill when the Procore Progress Claim (commitments) or Direct Cost is deleted.

Advanced Options

Control ERP Syncing Management, Multi-Currency, Locked Periods, Procore data synced to Xero, and Sync Ignore settings.

• Enable Procore ERP Syncing Management
  • When ON, Head Contract Claims, Progress Claims (commitments) & Direct Costs will be ERP Locked when synced to Xero.
  • ERP Locked items can NOT be amended/changed in Procore.

• • ERP Locked items will display a green ERP banner in Procore.

• Enable Multi-Currency
  • When ON, Smoothx will sync the specific currency of the Procore Invoice to Xero.
  • If OFF, all Procore Invoices will be synced in Xero using the company currency.

• Use Accounting ERP Currency Rate
  • When ON, Smoothx will use the currency rates (conversion rates) in Xero to calculate the invoice amounts/costs
  • If OFF, Smoothx will use the exchange rate from the Procore Project.
• Allow syncing prior locked period
  • Applicable when Xero Locked Periods are used & Procore Invoice Billing Date/Date is within the Xero Locked Period.
  • If ON, Smoothx will change the Invoice Date of the Xero Invoice to the first day of the month after the Xero locked period.
  • If OFF, the sync will fail when the Procore Billing Date/Date is within a Xero Locked Period.
• Sync Project Number
  • When ON, the Procore project number will be added to the Xero Project Tracking Category for each project, e.g. 2235 - Project Name.
  • If OFF, the Procore project number is excluded from the Xero Project Tracking Category.

• Sync Sub Job as Project
  • When ON, Procore Sub Jobs will sync to the Xero Project Tracking Category using the parent Project.
  • If OFF, Sub Job will sync to the Xero Project Tracking Category using the full Sub Job number/description.

• Sync Contact Address in Postal and Street Address
  • The Procore Company Address will populate both the Billing Address and Delivery Address fields in Xero.
• Sync Ignore Cost Type
  • Using the Ignore (Procore) Cost Types will prevent the syncing of individual Procore Invoice line items using the selected Cost Type.

• Sync Ignore Tax Code
  • Using the Ignore (Procore) Tax Codes will prevent the syncing of individual Procore Invoice line items using the selected Tax Code.

• Sync Ignore Contact(s)
  • Using the Ignore (Procore) Contact(s) will prevent the syncing of Procore Invoices allocated to the selected Procore Contact (Company/vendor).