{"id":3217,"date":"2024-06-07T10:52:59","date_gmt":"2024-06-07T01:22:59","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=3217"},"modified":"2024-06-07T11:56:45","modified_gmt":"2024-06-07T02:26:45","slug":"interfy-onboarding-requirements-for-odoo-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/interfy-onboarding-requirements-for-odoo-customers\/","title":{"rendered":"Interfy Onboarding Requirements for Odoo Customers"},"content":{"rendered":"\n<p><\/p>\n\n\n<h2>COST CODE &amp; VENDOR MAPPING<\/h2>\n<p>Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and Odoo into our integration platform (OneCore) where data can be mapped across both systems.<\/p>\n<p>A login to OneCore will be created and supplied to begin the onboarding activities.<\/p>\n<p><a href=\"https:\/\/onecore.interfy.com.au\/\">https:\/\/onecore-odoo.interfy.com.au<\/a><\/p>\n<h3>STANDARD COST CODE MAPPING<\/h3>\n<p>Standard cost codes must have an equivalent Odoo Account. This will allow invoice line items to be created and updated between both systems without issue.<\/p>\n<p>Expense Mapping will be used when:<\/p>\n<ul>\n<li>A bill is created in Odoo from a Procore Commitment Progress Claim<\/li>\n<li>A Direct Cost is created in Procore from a bill in Odoo<\/li>\n<\/ul>\n<p><strong>Note: Only cost codes can be mapped.<\/strong><\/p>\n<p>Revenue Mapping will be used when:<\/p>\n<ul>\n<li>A sales invoice is created in Odoo from a Procore Head Contract Progress Claim Note: <strong>Both cost codes and cost divisions can be mapped.<\/strong><\/li>\n<\/ul>\n<p>Create a Mapping:<\/p>\n<ol>\n<li>Navigate to the <strong>Standard Cost Code -&gt; Expense Mapping \/ Revenue Mapping<\/strong><\/li>\n<li>Click on the \u2018<strong>Unmapped Standard Cost Code<\/strong>\u2019 tab<\/li>\n<li>Click the <strong>pencil icon<\/strong> in the table and s<strong>elect the equivalent Odoo account<\/strong> via the dropdown<\/li>\n<li>Click &#8216;<strong>Save Changes<\/strong>&#8216;<\/li>\n<li>Navigate back to &#8216;<strong>Mapped Standard Cost Codes<\/strong>&#8216; tab to check your mapping<\/li>\n<\/ol>\n<p>Click \u2018<strong>Save<\/strong>\u2019<\/p>\n<p>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.<\/p>\n<h3><a id=\"post-187-page10\"><\/a> VENDOR MAPPING<\/h3>\n<p><strong>Procore vendors<\/strong> must have an equivalent <strong>Odoo Vendors<\/strong>. This will allow invoices to be created and updated between both systems without issue.<\/p>\n<p>A mapping table is provided to assist with the process of mapping Procore vendors and Odoo Vendors by identifying any suggested mappings.\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3220 size-full\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/vendor-mapping-main-page.png\" alt=\"\" width=\"1894\" height=\"914\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page.png 1894w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-300x145.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-1024x494.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-768x371.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-1536x741.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/vendor-mapping-main-page-100x48.png 100w\" sizes=\"auto, (max-width: 1894px) 100vw, 1894px\" \/><\/p>\n<p>Create a Mapping:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3221 size-full\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/unmapped-procore-vendors-tab.png\" alt=\"\" width=\"1676\" height=\"765\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab.png 1676w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-300x137.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-1024x467.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-768x351.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-1536x701.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/unmapped-procore-vendors-tab-100x46.png 100w\" sizes=\"auto, (max-width: 1676px) 100vw, 1676px\" \/><\/p>\n<p>1. Select &#8220;<strong>Unmapped Procore Vendors<\/strong>&#8221; on the tab<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3222 size-full\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/pencil-icon.png\" alt=\"\" width=\"1676\" height=\"765\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon.png 1676w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-300x137.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-1024x467.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-768x351.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-1536x701.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/pencil-icon-100x46.png 100w\" sizes=\"auto, (max-width: 1676px) 100vw, 1676px\" \/><\/p>\n<p>2. Click on the <strong>pencil icon<\/strong> next to the vendor, select the appropriate vendor to map to.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3223 size-full\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/select-corresponding-odoo-contact.png\" alt=\"\" width=\"677\" height=\"322\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/select-corresponding-odoo-contact.png 677w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/select-corresponding-odoo-contact-300x143.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/select-corresponding-odoo-contact-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/select-corresponding-odoo-contact-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/select-corresponding-odoo-contact-100x48.png 100w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/p>\n<p>3. Click<strong> Save Changes<\/strong> once done.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3224 size-full\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2024\/06\/navigate-to-mapped-vendors.png\" alt=\"\" width=\"1894\" height=\"918\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors.png 1894w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-300x145.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-1024x496.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-768x372.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-1536x744.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2024\/06\/navigate-to-mapped-vendors-100x48.png 100w\" sizes=\"auto, (max-width: 1894px) 100vw, 1894px\" \/><\/p>\n<p>4. Navigate back to <strong>Mapped Vendors<\/strong>, you will see the selected Procore Vendor is established.<\/p>\n<h3>FINAL STEPS<\/h3>\n<p>Once all onboarding activities are completed, we will confirm with you which Procore Projects are to be integrated with Odoo and activate.<\/p>\n<p>After activation:<\/p>\n<ul>\n<li>All new projects created in Procore will automatically be integrated.<\/li>\n<li>Procore vendor \/ Odoo Vendor names will be in sync.<\/li>\n<\/ul>\n<p>Contact us (support@interfy.com.au) for any questions, feedback and support.<\/p>","protected":false},"excerpt":{"rendered":"<p>COST CODE &amp; VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and Odoo 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&#8230;.<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[80],"ht-kb-tag":[47,85,89],"class_list":["post-3217","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-onboarding-odoo","ht_kb_tag-check","ht_kb_tag-odoo","ht_kb_tag-onboarding"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3217","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=3217"}],"version-history":[{"count":1,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3217\/revisions"}],"predecessor-version":[{"id":3225,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/3217\/revisions\/3225"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=3217"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3217"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}