Manage Your Procore & Xero Employees
Map, Delete or Import/Export your Procore and Xero Employees.
- Refresh Procore & Xero Employees
- View Employees in Procore or Xero
- Auto Map Procore & Xero Employees
- Add a New Employee to Xero
- Delete Mapped Employees
Access Mapping Employees
- Login to your Smoothlink Integration
- Navigate to Mapping
- Scroll down to the Employees mapping table
Refresh Procore & Xero Employees
NOTE: You will need to Refresh both Procore and Xero Employee lists prior to any mapping.
This ensures the most recent data from Procore and Xero is available in Smoothlink.
- Select the Procore Employees tab
2. Click Refresh - This ensures the Employee list is current
3. Repeat Steps 1 & 2 with the Xero Employee tab
View Employees in Procore or Xero
1. Select the Procore/Xero Employee tab
2. Click the View (eye) button to see Employee details inside Procore or Xero
Auto Map Procore & Xero Employees
Auto Map will connect Procore and Xero Employees that have matching names.
For Employees not connected using Auto Map, See Mapping Individual Procore & Xero Employees.
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 Employees tab.
Mapping Individual Procore & Xero Employees
When adding new employees to your company, you must make sure you map them between Procore and Xero within Smoothlink
NOTE: You can start from either the Procore or Xero tab.
1. Select the Procore or Xero Employees tab
2. Click the Chain Link button
3. Select the matching Procore/Xero Employee from the pop-up
4. Click Map
You will receive a confirmation pop-up and can now see the contact under the Mapped Employees tab.
Add New Employee to Xero
NOTE: Employees can ONLY be synced from Procore to Xero.
1. Select the Procore Employees or Xero Employees tab
2. Locate the Employee (Use the Search field)
3. Click the Add Arrow icon
3. Confirm Sync
You will receive a confirmation pop-up and can now see the contact under the Mapped Employees tab.
Delete Mapped Employee
1. Select the Mapped Employees Tab
2. Locate the Employee (Use the Search field)
3. Click Delete icon (Trash Can)
3. Client Delete to confirm
Applying Employee Rates
Rates applied in Smoothlink for an Employee are used in the
creation of Procore Payroll Direct Costs.
NOTE: Rates have no connection/impact on Xero Timesheets.
Additional Support
For more information on how to set up the Employee Rates.
See: Mapping - Employee Rates (Procore Timesheets/Payroll Direct Costs)