{"id":1301,"date":"2020-09-11T11:39:20","date_gmt":"2020-09-11T02:09:20","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=1301"},"modified":"2020-09-23T11:43:54","modified_gmt":"2020-09-23T02:13:54","slug":"interfy-pre-onboarding-requirements-for-xero-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/interfy-pre-onboarding-requirements-for-xero-customers\/","title":{"rendered":"Interfy Pre-Onboarding Requirements for Xero Customers"},"content":{"rendered":"\n

<\/p>\n\n\n

PROCORE SYSTEM PERMISSIONS<\/h3>\n
    \n
  1. Create a new user in your Procore instance with the email address: support@interfy.com.au<\/li>\n
  2. Allow this user \u2018administrator\u2019 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.<\/li>\n<\/ol>\n

    <\/a><\/p>\n

    Although not required, to assist us in with troubleshooting please allow this user access to all existing projects and any newly created ones with admin permissions:<\/p>\n

    <\/a><\/p>\n

    XERO SYSTEM PERMISSIONS<\/h3>\n
      \n
    1. Create a new user in your Xero instance with the email address: support@interfy.com.au<\/li>\n
    2. Allow \u2018Standard\u2019 permissions:<\/li>\n<\/ol>\n

      <\/a> \"\"<\/a><\/p>\n

      PROCORE COST CODES AND XERO ACCOUNTS<\/h3>\n

      Ensure that all Procore Standard Cost Codes have an equivalent Xero Account that it can be mapped to. This is a key requirement in ensuring that transactions can be processed between both systems without issue.<\/p>\n

      MERGE DUPLICATE PROCORE COMPANY VENDORS<\/h3>\n

      Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to Xero contacts.<\/p>\n

      A step by step guide is provided in the following link.<\/p>\n

      https:\/\/support.procore.com\/products\/online\/user-guide\/companylevel\/directory\/tutorials\/merge-companies<\/a><\/p>\n

       <\/h3>\n

      MERGE DUPLICATE XERO CONTACTS<\/h3>\n

      Removing duplicate contacts from Xero is a recommended task as this will eliminate confusion when mapping to Procore company vendors.<\/p>\n

      A step by step guide is provided in the following link.<\/p>\n

      https:\/\/central.xero.com\/s\/article\/Merge-contacts<\/a><\/p>\n

       <\/h3>\n

      XERO TRACKING CATEGORIES<\/h3>\n

      Our integration requires the use of both the tracking categories available. Tracking categories allow an invoice\u2019s line item to hold additional information and appears as an extra line item:<\/p>\n

      <\/a><\/p>\n

      <\/a> This allows us to map:<\/p>\n