Mapping - Project Specific Account Codes

Map Procore Cost Codes for a specific project

Mapping Project Specific Account Codes

This process applies to projects in Procore where

Cost Codes have been added at the Project level

Screenshot 2024-05-17 172214

  1. Login to your Smoothlink Integration
  2. Navigate to Mapping     Screenshot 2024-01-08 083613
  3. Scroll to the Projects mapping table
  4. Click the Configure Project button

Screenshot 2024-05-17 172458

5.  Scroll down on the Project Settings page to the Account Code mapping table.Screenshot 2024-05-17 172649-1

6. Select the Procore Accounts tab & Click Refresh

Screenshot 2024-05-17 173131
6. Click the Chain Link
Screenshot 2024-05-17 173416
7. Select the matching Xero Account Code from the pop-up

8. Click Map

Screenshot 2024-05-17 173618

The Account Codes will now appear in the Mapped Account tabScreenshot 2024-05-17 171251

 


Additional Support

Use a CSV file to import all your Procore Cost Codes and Xero Chart of Account Codes to Smoothlink