Mapping
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      Mapping - MYOB Account Codes via CSV File

      Use a CSV file to import Procore Cost Codes and MYOB Categories (Chart of accounts) 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 = MYOB Category Codes

      Myob mapping

       

      Exporting Procore Cost Codes&  MYOB Category Codes

      You can export Procore Costs Codes and MYOB Categories (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

      Screenshot 2024-07-19 130158

      5. Click Import Mapping in the popup window

      Screenshot 2024-07-19 130329

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

      Screenshot 2024-07-19 130419

      7. Click Let's Go!

      The Account Codes will now appear in the Mapped Account tab