Use a CSV file to import Procore Cost Codes to Smoothlink and map to Xero Account Code Mapping multiple Procore codes to one Xero code
Exporting Procore Account/Cost Codes
You will first need to download Procore Costs Codes CSV file
- Open exported CSV file with Procore Cost Codes (Example below)
- Column A = Exported Procore Code Code numbers
- Column B = Populate with Xero Account Codes
- Save CSV file
Tip - Excel formatting can convert Procore Cost Codes as Dates
Using Google Sheets avoids this conversion
Mapping Account/Cost Codes
- Login to your Smoothlink Integration
- Navigate to Mapping
Step 3:
To populate the mapping within the integration Account Codes mapping section.
Navigate to the Account Codes mapping and click "Export/Import" button under the Mapped Accounts.
It will open a pop up window where you need to select option "Import".
Once you click "Import Mapping" - choose the saved CSV file from your desktop.