Mapping
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      Mapping - Xero Account Codes via CSV File

      Use a CSV file to import Procore Cost Codes and Xero Chart of Account Codes to Smoothlink.

      Account Code Mapping CSV File

      The CSV file for importing into Smoothlink must contain the following: 

        1. Column A = Procore Code Code numbers
        2. Column B = Xero Account Codes

      Exporting Procore & Xero Cost/Account Codes

      You can export Procore Costs Codes and Xero Chart of Account codes:

       

      Tip - Excel formatting can convert Procore Cost Codes as Dates

      Try using Google Sheets to avoid date conversion

      Importing Account/Cost Codes CSV File

      1. Login to your Smoothlink Integration
      2. Navigate to Mapping     Screenshot 2024-01-08 083613
      3. Scroll down to the Account Codes mapping table
      4. Click the Export/Import button

      Import&export mapping

      5. Click Import Mapping in the popup window

      Import Mapping

      6. Click Choose file button and select the CSV from your computer.

      choose the file

      7. Click Let's Go!

      The Account Codes will now appear in the Mapped Account tab

      Screenshot 2024-05-17 101533