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.
https://onecore.interfy.com.au
STANDARD COST CODE MAPPING
Standard cost codes must have an equivalent Xero account. This will allow invoice line items to be created and updated between both systems without issue.
Expense Mapping will be used when:
- A bill is created in Xero from a Procore Commitment Progress Claim
- A Direct Cost is created in Procore from a bill in Xero
Note: Only cost codes can be mapped.
Revenue Mapping will be used when:
- A sales invoice is created in Xero from a Procore Head Contract Progress Claim Note: Both cost codes and cost divisions can be mapped.
Create a Mapping:
- Navigate to the Standard Cost Code -> Expense Mapping / Revenue Mapping
- Click on the ‘Unmapped Procore Standard Cost Code’ tab
- Edit an unmapped cost code and select the equivalent Xero account via the dropdown. 4.
Click ‘Save’
Once all Standard Cost codes have been mapped, any existing or new Procore project that uses this standard cost code set will automatically receive the mappings.
VENDOR MAPPING
Procore vendors must have an equivalent Xero contact. This will allow invoices to be created and updated between both systems without issue.
A mapping wizard is provided to assist with the process of mapping Procore vendors and Xero contacts by identifying any suggested mappings. The suggestions are based on the Levenshtein distance algorithm to determine how similar a Procore vendor and Xero contact names are.
Map – If the vendor / contact presented by the wizard look like a match, press the ‘Map’ button Skip – If the vendor / contact presented by the wizard do not match, press the ‘Skip’ button
Once these tasks have been completed, contact us (support@interfy.com.au), and we will export:
- Unmapped Procore Vendors into Xero
- Unmapped Xero Contacts into Procore
FINAL STEPS
Once all onboarding activities are completed, we will confirm with you which Procore Projects are to be integrated with Xero and activate.
After activation:
- All new projects created in Procore will automatically be integrated.
- Procore vendor / Xero contact names will be in sync.
Contact us (support@interfy.com.au) for any questions, feedback and support.