Skip to main content
Procore

Configure Advanced Settings: ERP Integrations for Xero™

Objective

To configure the settings for the ERP Integrations tool for Xero™. 

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Under General Settings do the following:
    • Default Project Template. Here you can select the default project template used when importing projects from Xero™.
    • Default Subcontract Commitment Cost Type for Converted Bids. Subcontract Commitment's SOVs will default to this Cost Type when converted from a Bid.
    • Default Purchase Order Commitment Cost Type for Converted Bids. Purchase Order Commitment's SOVs will default to this Cost Type when converted from a Bid.
    • Use Procore Contract #. Mark this checkbox to automatically populate the Xero™ ID with the commitment's Contract #.
      Notes
      • You can edit this value. 
      • If you leave the checkbox blank, you will be required to enter the Xero™ ID before you can export the commitment.
    • Vendors will be Automatically Updated. Choose between these options:
      • Automatically Update Vendors when Refreshing the Vendor List. When a vendor is updated in Xero™, the vendor data will also be refreshed in Procore. 
        OR
      • Do Not Update Vendors. When a vendor is updated in Xero™, the vendor data will NOT be refreshed in Procore. 
    • ERP Service Account. This is the service account used to connect with Xero™. Please do not edit this field.
  4. Click Update.

See Also