Manage Your Procore & Xero Contacts
Map, Delete or Import/Export your Procore and Xero Contacts
- Auto Map Procore & Xero Contacts
- Delete Mapped Contacts
- Add Contact Mapping to Xero
- Import / Export Contact Mapping
Access Mapping Contacts
- Login to your Smoothlink Integration
- Navigate to Mapping
- Scroll down to the Contacts mapping table
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 - Individual Contacts
1. Select the Mapped Contacts tab
2. Click the Auto Map button
Delete Mapped Contacts
1. Local the Contact - Use the Search field
2. Click Delete icon (Trash Can)
3. Confirm Deletion
Add Contact Mapping to Xero
1. Local the Contact - Use the Search field
2. Click Add Arrow icon
3. Confirm Sync
Import / Export Contact Mapping
You can bulk-import Procore and Xero Contacts using a CSV spreadsheet.
This will populate the Mapped Contacts tab, see
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
