Dashboard - Syncing Logs

View your Smoothlink syncing logs between Procore and Xero

Smoothlink Dashboard

The Smoothlink Dashboard records all syncing activity between Procore and Xero. Monitor and track successful syncing, as well as warnings or failed syncing. You can also re-run syncing transactions and use export functions to report on syncing activity.


Access the Smoothlink Dashboard

1. Login to your Smoothlink Integration
2. Navigate to Dashboard

Screenshot 2024-09-18 090902


Simplified Syncing Logs

The Simplified Syncing Logs  allows you to quickly see a summarised view of all syncing transactions between Procore and Xero

Procore to Xero Syncing Example

Screenshot 2025-02-14 132837

Xero to Procore Syncing Example

Screenshot 2024-09-18 092409


View Syncing Log Details

Syncing Log User Interface

1. Click the figures displayed under the columns:

  • Successful - Syncing was successful between Procore and Xero.
  • Warning - Highlights syncing potential syncing issues, e.g. Invoice is Nil value
  • Failed - Syncing was not successful. 

Screenshot 2025-02-14 132837

NOTE: For additional information click the Information Icons under the History column

Successful Example

Untitled

Failed ExampleScreenshot 2024-09-18 095030

Hide Syncing Logs

NOTE: In the Simplified Syncing Log User Interface, you can hide syncing logs. This will remove the log from the summary table view.

Screenshot 2024-09-18 112946


Advanced Syncing Logs

1. Check the Advanced Syncing Logs tick box

Screenshot 2025-02-14 132644

NOTE: The results will display the past 7 days.

Use the Filters tool to select a date range.


Search & Filter Syncing Logs

Use the Search and Filters tools to select specific invoice numbers, start and end date ranges and projects.

NOTE: For additional information click the Information Icons under the History column

Screenshot 2025-02-14 1328371

Search Field (Advanced Searching)

Enter keywords/numbers to narrow down your search results, e.g. Invoice Number.

Screenshot 2025-02-14 1

Filters Tool

You can filter the results by:

  • Selecting Start and End Dates.
  • Selecting specific project(s).
  • Selecting Resources Type (Standard Interface only), e.g. Direct Cost.
  • Selecting Status (Standard Interface only), e.g. Successful  Sync.

image-png-Sep-17-2024-11-27-27-6745-PM

Refresh Button

Update the Syncing Logs to display the most current data.

Screenshot 2025-02-14 12


Export Syncing Logs

NOTE: You can export your search results for reporting purposes, e.g. successful syncing logs for the past month.

1.  Apply Search Filters as required

2. Click Export

Screenshot 2025-02-14 123


Re-run Syncing Transactions

NOTE: The Re-run Syncing button allows you to resync a selected invoice/bill.

1. Correct any warning/failed errors as required, e.g Company or Cost Code not mapped

2. Click Re-run Syncing button

3. Check the Smoothlink log for the updated syncing transaction

Screenshot 2024-09-18 111714134


View Procore or Xero Invoices/Bills

NOTE: When syncing is successful a View Button will take you directly to the relevant invoices or bill.

1.  Apply Search Filters as required

2. Click View button

Screenshot 2024-09-18 11171413