<\/a> VENDOR MAPPING<\/h3>\nNOTE<\/strong>: Do likewise for Customer Mapping in the steps below to activate Head Contract Claim in QBO’s Invoice.<\/p>\nProcore vendors must have an equivalent QBO Vendors. This will allow invoices to be created and updated between both systems without issue.<\/p>\n
A mapping table is provided to assist with the process of mapping Procore vendors and QBO Vendors by identifying any suggested mappings.\u00a0<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/QBO-Procore-Vendor-Mapping.png\")
<\/p>\n
Create a Mapping:<\/p>\n
![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/Unmapped-Procore-Vendors.png\")
<\/p>\n
1. Select “Unmapped Procore Vendors<\/strong>” on the tab<\/p>\n![\"\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/vendor-map-pencil-icon.png\")
<\/p>\n
2. Click on the pencil icon<\/strong> next to the vendor, select the appropriate vendor to map to.<\/p>\n![\"procore-mapping-qbo-vendor\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/procore-mapping-qbo-vendor.png\")
<\/p>\n
3. Click Save Changes<\/strong> once done.<\/p>\n![\"mapped-procore-vendors\"](\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/mapped-vendors-procore.png\")
<\/p>\n
4. Navigate back to Mapped Vendors<\/strong>, you will see the selected Procore Vendor is established.<\/p>\nFINAL STEPS<\/h3>\n
Once all onboarding activities are completed, we will confirm with you which Procore Projects are to be integrated with QBO and activate.<\/p>\n
After activation:<\/p>\n
\n- All new projects created in Procore will automatically be integrated.<\/li>\n
- Procore vendor \/ QBO Vendor names will be in sync.<\/li>\n<\/ul>\n
Contact us (support@interfy.com.au) for any questions, feedback and support.<\/p>","protected":false},"excerpt":{"rendered":"
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and QBO 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….<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[65],"ht-kb-tag":[47,64],"class_list":["post-2423","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-qbo-onboarding","ht_kb_tag-check","ht_kb_tag-qbo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2423","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2423"}],"version-history":[{"count":4,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2423\/revisions"}],"predecessor-version":[{"id":3219,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2423\/revisions\/3219"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2423"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2423"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}