About the Xero™ Connector

Objective

To integrate a Procore construction project using Procore's Xero™ Connector.

Integration Map

PROCORE	Exports data from Procore to Xero™	Imports data from Xero™ to Procore	Xero™
COST CODES + COST TYPE			ITEMS
PROJECTS			TRACKING CATEGORY OPTION
COMPANIES			CONTACTS
*COMMITMENTS (optional)* SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			PURCHASE ORDERS PURCHASE ORDERS APPENDED TO ORIGINAL PURCHASE ORDER
COSTS			COSTS
SUBCONTRACTOR INVOICES ¹ FOR SUBCONTRACTS & PURCHASE ORDERS			BILLS
COMMITMENT PAYMENTS ISSUED ² FOR SYNCED SUBCONTRACTOR INVOICES			BILL PAYMENTS CHECKS & CREDIT CARD CHARGES

¹ Subcontractor invoices with negative values do not export.

² Subcontractor payments are supported only in US Editions.

Key Benefits

Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Xero™.
More efficient communication between Accounting and Project Management teams.
Easy and instant access to Xero™ Job Cost report by the Project Management team.

Features

Export Procore Standard Cost Codes to Xero™.
Add Xero™ tracking category options to Procore projects or export Procore Projects to create Xero™ tracking category options.
Export company records in Procore's Company Directory to Xero™ or create company records using your Xero™ contacts.
Import your Xero™ job costing data to use Procore's costing and budgeting tools to track project spending.
Export data from your project's Commitments tool to process purchase orders in Xero™.
Create Commitment Change Orders (CCOs) in Procore and update purchase orders in Xero™.

Requirements

Company Administrator permissions to the Procore web application
A compatible edition of Xero™ (see Xero™ Compatibility section below)

Xero™ Requirements

Supported Editions

The Xero™ Connector supports these editions of Xero™:

Country	Early	Growing	Established
United States
Canada

Limitations

Before your company starts using the Xero™ integration with Procore, first review the Integration Map above to learn about the available features. It is also important to be aware of the limitations listed below. Keep in mind that your company may have different requirements and processes, so there may be unique limitations in your environment not listed here. If you have questions, please send an email to your Procore point of contact.

Designed for use only on new construction jobs/projects:
The Xero™ integration can only sync data on new jobs/projects. Any historical projects created before your company's ERP implementation cannot sync data.
Data from these Procore tools and items do NOT sync with Xero™:
- Prime Contracts
- Prime Contract Change Orders (PCCOs)
- Owner Invoices and Payments
- Timecards
- Timesheets
The Xero™ integration does NOT support the following items:
- Sub Jobs The sub job feature is NOT supported with the Procore + Xero™ integration. Sub jobs are disabled in Procore for Xero™ integrated projects.
- Project-Specific Cost Codes Project-specific cost codes are NOT supported with the Procore + Xero™ integration. Your company will have one (1) cost code list for use with all Xero™ integrated projects.
- Multiple Xero™ Organizations A separate Xero™ organization for each project is NOT supported. For each Procore company account, the integration is designed to support one (1) Xero™ organization per connector.

Terminology

This table documents a list of commonly used Xero™ terms and its Procore equivalent.

Xero™ Term	Procore Term
Tracking Category Option	Project
Item	Cost Code + Cost Type
Contact	Company