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
- Advanced Options
- ERP Syncing Management
- Multi-Currency
- Locked Periods
- Project Numbering
- Sub Jobs
- Sync Contact Info
- Sync Ignore Options
Access Procore to Xero Settings
- Log in to your Smoothx Integration - https://app.smoothlink.net/
- Navigate to Settings
- 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.
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- ERP Locked items will display a green ERP banner in Procore.
- ERP Locked items will display a green ERP banner in Procore.
To edit an invoice, see - How to unsync an ERP Locked invoice
- 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.
To configure Procore & Xero Multi-Currency, see - Settings - Multi-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.
- 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).