Knowledge Base

Back to home

Knowledge Base

Xero Integration

Xero Integration

Getting Started

How to map Cost Codes via CSV

How Do I Map Individual Contacts?

Onboarding Introduction (video)

How do I connect my Xero account?

How do I connect my Procore account?

Overview - Integration (video)

Payroll Sync (video)

Timesheet Sync (video)

Head Contract Sync (video)

Contact Sync (video)

Project Sync (video)

How to export Procore cost codes as a CSV (video)

How to export Xero chart of accounts to spreadsheet (video)

How to set up defaults

How Do I Map Individual Account Codes?

See more

Feature Map

Feature Map (AU/NZ)

Feature Map (UK)

Feature Map (US/Canada)

Guides

Xero to Procore Direct Cost Sync (video)

How to set up Xero integration for use with CIS

Retention sync to Xero

How do commitment progress claim payments sync across from Xero to Procore?

How do I disconnect my Xero account?

How do I disconnect my Procore account?

Timecard Entry Requirements

The steps to follow when syncing purchase orders to Xero

How to sync payroll costs from Xero to Procore

Requirements for Xero to Procore Payroll

How to use high priority resource sync

Commitment Sync (video)

Sync purchase orders to Xero

How to use manual timesheet management tool

Create payroll direct cost based on employee hours

How to set up employee allowances as a Procore payroll direct cost

Payroll direct cost and payroll hours sync (video)

How to prevent re-syncing of invoices/bills that have been deleted in Xero

See more

Frequently Asked Questions

Does The Integration Handle Multiple Xero Payments?

Which contact fields are syncing between Procore & Xero?

How are taxes handled on Procore payments?

How are taxes calculated?

Does The Integration Handle Retention and/or Retainage?

Do I need to press a button to sync data to Xero and vice versa?

Can I Prevent Procore > Xero Updates on Draft Invoices or Bills?

Can I edit a synced Procore progress claim?

Does the integration handle attachments?

Sync log error message meanings for xero integration

What is the maximum attachment size I can sync across?

See more