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Configure the Sync Schedule for Xero™

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Objective

To configure the automatic data synchronization schedule between your Xero™ database and Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    • Sync Payments for Synced Invoices
       

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings icons-settings-gear.png. 
  3. Click Sync Schedule.

    click-sync-schedule.png
     
  4. Under Sync Schedule, Payments for Synced Invoices can be scheduled to be synced Hourly, Daily, Every 4 Hours, Never, or ​​​​Every 2 Hours from the drop-down list. All other syncs are done automatically, hourly for company-level syncs and every 2 hours for project-level syncs.

    erp-sync.png
     
    • Sync Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. See View a Xero™ Job Costs Report.
    • Refresh Xero™ Vendor List. This automatically syncs the vendor list in Xero™. 
    • Refresh Xero™ Job List.  This automatically syncs the job list in Xero™. 
    • Sync Payments for Synced Invoices. This automatically syncs bill payments made in Xero™ with Procore's Payments Issued tab in a project's commitments. See Sync Xero™ Bill Payments with Payments Issued in Commitments.
  5. Click Update.
     

See Also