If you don’t want a Xero direct cost to be created in Procore because it’s for something like an in-house expense, don’t add the project or cost type. The integration won’t be able to create it in Procore.
3. Select the Unmapped Xero Contacts tab. 4. Click on the export button next to the Xero contact. 5. Click yes to export it to Procore. 6. The unmapped Xero contact will now appear under the mapped vendors tab, as well as in Procore. You can also do the same…
Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on the logged in user you have the option to Change Password, Change Company or Logout: The menu button allows you to minimize and maximize the left-pane menu: Left Pane…
If you make changes to a Xero bill i.e. update cost type or cost code, the changes will only be synced to Procore for a direct cost, as the source is from Xero, but not for a commitment claim, as the source is from Procore.
Contact Interfy Support at support@interfy.com.au or +61 08 7079 1055.
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and MYOB into our integration platform (OneCore) where data can be mapped across both systems. A login to OneCore MYOB application will be created and supplied to begin the…
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and Xero into our integration platform (OneCore) where data can be mapped across both systems. A login to OneCore will be created and supplied to begin the onboarding activities….
For Xero, MYOB and QBO, a direct cost can be updated after its approved. OneCore will update the new amount into Procore direct costs but you will need to update the cost in Xero, MYOB and QBO.
For Xero, a commitment or head contract claim can be updated up until it is approved in Xero and then it is locked down. No further changes can be made. For MYOB and QBO, a commitment or head contract claim can be updated up until a payment is made in…
Unfortunately direct costs come through as automatically approved, which is a limitation of Procore.