Control Smoothlink Syncing Management settings
Syncing Management
The Syncing Management settings allow you to control the flow of data from Procore and Xero.
The following settings can be controlled:
Access Syncing Management
- Login to your Smoothlink Integration
- Navigate to Settings
- Select the Syncing Management tab
Procore & Xero Syncing
Control the syncing between Procore and Xero.
NOTE: If Procore or Xero Syncing toggles are disabled data from the respective system will not sync via Smoothlink.
- Enable Procore Syncing
- Enable to allow syncing from Procore to Xero.
- Enable Xero Syncing
- Enable to allow syncing from Xero to Procore.
- Enable Automatic Reconciliation
- Enable when another financial integration has been used before Smoothlink.
Syncing Date Restriction
The Syncing Date Restriction setting is used to prevent the syncing of invoices/bills/claims prior to a specific date.
- Syncing Date Restriction
- Transactions dated before the Syncing Date Restriction will NOT sync between Procore or Xero.
NOTE: Transactions affected by the Syncing Date Restriction will display a Warning log in the Smoothlink Dashboard
Procore Office Restriction
- Procore Office Restriction
- You can restrict the sync to a specific Procore Office by selecting the relevant one.
- Procore Office Restriction - Advanced (Allow All The Timesheets and Payroll)
- If this setting is turned on, the integration will not filter timesheets/payroll per office.