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Procore

Set Up Xero Contacts Group

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Objective

To create the "Procore" Contact Group in Xero.

Background

In order for Xero Contacts to be sent into Procore, they must be assigned to the "Procore" group. Creating this group is a one-time event. Once the group is created and a Contact has been assigned to this group, it will be picked up by the Contacts integration and sent into Procore.

Things to Consider

  • You will need permissions to create the group in Xero.

Steps

  1. Log into Xero and go to Contacts -> All Contacts.
  2. Click on the "New" button next to Groups.
  3. Enter the name of the Group. It must be "Procore".

xero-1.png

Next Steps

  • Now you can use this new group to send Contacts into Procore. Please see the video.