Xero Integration

About Xero Integration

• Overview - Xero Integration (video)

Feature Map

• Xero Integration Feature Map

Getting Started

• Xero Onboarding Introduction (video)
• Smoothx Navigation
• Manage Smoothx Account Settings
• Logging In / Forgotten Your Password
• Connecting Procore to Smoothx (Xero Integration)
• Connecting Xero to Smoothx (Xero Integration)
• Project Syncing (video)
• Contact Syncing (video)
• Head Contract Syncing (video)
• Commitment Syncing (video)
• Payroll Direct Cost Syncing (video)
• Timesheet Syncing (video)

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Dashboard

• Smoothx Dashboard - Syncing Logs

Mapping

• Mapping - Projects
• Mapping - Contacts
• Mapping - Employees
• Mapping - Employee Rates (Procore Timesheets/Payroll Direct Costs)
• Mapping - Project Specific Account Codes
• Mapping - Individual Account Codes
• Mapping - Xero Account Codes via CSV File

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Settings

• Settings - Procore > Xero Syncing
• Settings - Multi-Currency
• Settings - Defaults
• Settings - Payroll & Timesheet
• Settings - Syncing Management
• Settings - Procore & Xero Access
• Settings - Tools & Timesheet Management
• Settings - Tools & High Priority Resource Syncing

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Guides

• Timecard Entry Requirements
• Create payroll direct cost based on employee hours
• Payroll direct cost and payroll hours sync (video)
• How to set up employee allowances as a Procore payroll direct cost
• Xero Bills to Procore Direct Cost Sync (video)
• How to set up Xero integration for use with CIS
• Retention sync to Xero
• How do commitment progress claim payments sync across from Xero to Procore?
• How do I disconnect my Xero account?
• How do I disconnect my Procore account?
• The steps to follow when syncing purchase orders to Xero
• Sync purchase orders to Xero
• How to prevent re-syncing of invoices/bills that have been deleted in Xero
• How to export Procore cost codes as a CSV (video)
• How to export Xero chart of accounts to spreadsheet (video)

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Troubleshooting

• Troubleshooting - Timesheet Management Xero Errors

Frequently Asked Questions

• Sync log error message meanings for xero integration
• What is the maximum attachment size I can sync across?
• Does the integration handle attachments?
• How to unsync an ERP locked invoice
• Can I Prevent Procore > Xero Updates on Draft Invoices or Bills?
• Can I edit a synced Procore progress claim?
• Do I need to press a button to sync data to Xero and vice versa?
• Does The Integration Handle Retention and/or Retainage?
• How are taxes calculated?
• How are taxes handled on Procore payments?
• Which contact fields are syncing between Procore & Xero?
• Does The Integration Handle Multiple Xero Payments?

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