Manage Your Procore & Xero Contacts
Map, Delete or Import/Export your Procore and Xero Contacts
- Refresh Procore & Xero Contacts
- View Contact in Procore or Xero
- Auto Map Procore & Xero Contacts
- Add Contact to Procore or Xero
- Delete Mapped Contacts
- Import / Export Contact Mapping
Access Mapping Contacts
- Login to your Smoothlink Integration
- Navigate to Mapping
- Scroll down to the Contacts mapping table
Refresh Project & Xero Contacts
NOTE: You will need to Refresh both Procore and Xero Contact lists prior to any mapping.
This ensures the most recent data from Procore and Xero is available in Smoothlink.
- Select the Procore Contacts tab
2. Click Refresh - This ensures the Contact list is current
3. Repeat Steps 1 & 2 with the Xero Contacts tab
View Contact in Procore or Xero
1. Select the Procore/Xero Contacts tab
2. Click the View (eye) button to see Contact details inside Procore or Xero
Auto Map Procore & Xero Contacts
Auto Map will connect Procore and Xero Contacts that have matching names.
For Contacts not connected using Auto Map, See Mapping Existing Procore & Xero Contacts.
1. Select the Mapped Contacts tab
2. Click the Auto Map button
3. Click Let's Go
You will receive a confirmation pop-up and can now see the contact under the Mapped Contacts tab.
Mapping Individual Procore & Xero Contacts
NOTE: You can start from either the Procore or Xero tab.
1. Select the Procore/Xero Contacts tab
2. Click the Chain Link button
3. Select the matching Procore/Xero Contact from the pop-up
4. Click Map
You will receive a confirmation pop-up and can now see the contact under the Mapped Contacts tab.
Add Contact to Procore or Xero
1. Local the Contact - Use the Search field
2. Select the Procore Contacts or Xero Contacts tab
3. Click Add Arrow icon
3. Confirm Sync
You will receive a confirmation pop-up and can now see the contact under the Mapped Contacts tab.
Delete Mapped Contacts
1. Local the Contact - Use the Search field
2. Select the Mapped Contacts Tab
3. Click Delete icon (Trash Can)
3. Client Delete to confirm
Import / Export Contact Mapping
You can bulk-import Procore and Xero Contacts using a CSV spreadsheet.
This will populate the Mapped Contacts tab.
1. Local the Contact - Use the Search field
2. Click Import/Export icon
3. Select Import Mapping or Export Mapping
Import Mapping
4. Click Choose File and select CSV spreadsheet
5. Click Let's Go
Export Mapping
4. Click Let's Go
