Interfy Pre-Onboarding Requirements for Procore to QBO OneCore Customers

PROCORE SYSTEM PERMISSIONS

1. Create a new user in your Procore instance with the email address: support@interfy.com.au
2. Allow this user ‘administrator’ access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we troubleshoot and provide support.
3. Although not required, to assist us with troubleshooting, please allow this user access to all existing projects and any newly created ones with admin permissions:

QBO SYSTEM PERMISSIONS

1. Please create a new User in your QBO instance named OneCore Connect Support (First Name Interfy, Last name Support) with the email address: support@interfy.com.au
2. Allow ‘Company admin’ permissions:

PROCORE COST CODES AND QBO ACCOUNTS

Ensure that all Procore Standard Cost Codes have an equivalent QBO Account or Item that it can be mapped to. This is a key requirement in ensuring transactions can be processed between both systems without issue.

MERGE DUPLICATE PROCORE COMPANY VENDORS

Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to QBO contacts and customers.

A step by step guide is provided in the following link.

https://support.procore.com/products/online/user-guide/companylevel/directory/tutorials/merge-companies

MERGE DUPLICATE QBO CUSTOMERS

Removing duplicate customers in QBO is a recommended task as this will eliminate confusion when mapping to Procore company vendors.

A step by step guide is provided in the following link.

https://quickbooks.intuit.com/learn-support/en-au/help-article/manage-customers/merge-duplicate-accounts-customers-suppliers/L5AOyW9kw_AU_en_AU

CONTACT INTERFY SUPPORT

Once these tasks have been completed, contact us (support@interfy.com.au) to continue with getting the integration up and running.