How to navigate your Smoothx Integration tool
Smoothx Navigation
Here are some instructions to help guide you through the Smoothx Integration tool.
The Smoothx Integration tools include the following:
- Dashboard
- Mapping
- Settings
- Get Help
- Procore & Xero Access
- Support Team Phone Number
- What's New Notifications
- Manage Account
- Country Selection
Dashboard
The Dashboard shows your Smoothx Syncing Logs, listing all transactions between Procore and Xero.
For additional information please see Dashboard - Syning Logs
Mapping
Connect and map data between Procore and Xero. This allows data to be transferred between the two systems.
These include items such as:
- Project/Jobs
- Companies/Contacts
- Cost Codes/Account Codes
For additional information please see Smoothx Mapping
Settings
Configure and control the flow of data between Procore and Xero.
For additional information please see Smoothx Settings
Get Help
Contact the Smoothx Support Team via email.
Access the Knowledge Base support articles.
Procore & Xero Access
Check the status of your Smoothx Integration to Procore and Xero.
- Green = Connected
- Red = Disconnected
For additional information please see:
Support Team Phone Number
Your local Smoothx Support team phone number. Changing the Country Selection will update the phone number.
What's New Notifications
Get the latest news and updates on the Smoothx Integration tools.
Manage Account
Manage your Smoothx account settings.
You can:
- Edit Profile Settings - Update login Name & Password / 2-Factor Authentication
- Check the Procore System Status
- Check the Xero System Status
- Logout
For additional information see Manage Account Settings
Country Selection
Selecting the Country will update and provide the local Smoothx Support team phone number.
