How to map to an existing project in OneCore Xero
1. To map to an existing project from OneCore, go to Projects>General Settings: 2. Click on Refresh Procore Projects to...
Mapping in OneCore
Connecting Transactions between Procore & Xero.
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How to map to a new cost type in OneCore Xero
1. Create the cost type in Procore and Xero. 2. From OneCore, go to Cost Types>General Settings. 3. Click Refresh... -
How can I import Xero contacts into Procore?
3. Select the Unmapped Xero Contacts tab. 4. Click on the export button next to the Xero contact. 5. Click... -
Guide: Marked up line items for a head contract
If a Procore head contract contains a marked up line item i.e builder’s margin, it needs to have default revenue... -
How to map cost codes to Xero accounts in OneCore Xero
1. From OneCore, go to Standard Cost Codes>General Settings. 2. Select Refresh Cost Codes and Accounts to ensure you have... -
How to map project specific cost codes in OneCore Xero
2. Select the relevant project from the Project drop-down menu and select the Mapped Cost Codes tab. 3. If the... -
Setting up sub job integration
If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below each time... -
How to re-map an expense cost code mapping in OneCore Xero
Login to OneCore and go to Standard Cost Codes>Expense Mapping. 2. Select the Mapped Standard Cost Codes tab. 3. Search... -
How to map Procore Vendors to Xero Contacts; vice versa
1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list... -
How to map project specific cost codes in OneCore Xero
From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost... -
When 2nd Xero tracking category is not available to map with Procore cost type?
Overview: Xero has two tracking categories available for use. Some customers have existing Xero files in which they have been... -
How to configure Many to One Cost Code Mapping in XERO?
Overview Ideally, for every single Procore cost code there will be one Xero general ledger account enabling a one to... -
How to configure Default Cost type in Xero?
Overview If you are unable to provide a tracking category to be used for cost type, onecore allows you to...
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