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Procore

Add a Xero™ Job to Procore

Objective

To create a new project in Procore from an existing job in Xero™. 

Background

A "tracking category option" in Xero™ is equivalent to a "project" in Procore. If you first created a construction job in Xero™, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information for the Xero™. Synchronized data will include the Tracking category option name.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
  • Limitations:
  •  Note
    If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

Steps

  1. Navigate to the ERP Integrations tool.
    This reveals the Integration page.
  2. Click the Jobs tab. 
  3. Under Filter Jobs By, click Ready to Import.
    This reveals a list of all the Xero™ jobs that have not yet been imported to Procore. The Ready to Import list summarizes jobs by Project Name
  4. Locate the  Xero™ job that needs to be imported to Procore.
    (Note: If you have a long list of projects, use the advanced search and filter options). 
  5. If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template
  6. Click Add to Procore.
    This syncs the data from the Xero™ job with the Procore project. 
     Note
    If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 
  7. After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
    Note: The name of the  Xero™ job is used as the Procore project name.

See Also