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      Settings - Procore & Xero Access

      Connecting Procore & Xero to Smoothlink

      Procore & Xero Access

      As part of the Smoothlink Onboarding process, you will be required to connect Procore and Xero to Smoothlink.

      NOTE: The Procore and Xero accounts being connected to Smoothlink MUST have FULL Administration rights or syncing of data can not occur.

      Access Procore & Xero Access

      1. Login to your Smoothlink Integration
      2. Navigate to Settings
      3. Select the Procore & Xer0 Access tab
      Screenshot 2024-05-24 153230

      NOTE: Disconnecting from Procore or Xero will halt all syncing via Smoothlink.

        

      Connecting Procore to Smoothlink

      See Connecting Procore to Smoothlink

      Connection Xero to Smoothlink

      See Connecting Xero to Smoothlink