Sync Procore Projects with Xero™ Tracking Category Options
Objective
To create and sync Procore projects with Xero™ tracking category option.
Background
The integration between the project data in Procore and Xero™ is bidirectional. This means that that your project's data can be synced between the two systems in these ways (1) From Procore to Xero™, or (2) From Xero™ to Procore. To learn the specific steps for creating and syncing data between the two systems, see the Steps below.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the ERP Integrations tool.
AND - 'Admin' level permission to the company's Directory tool.
- 'Admin' level permission on the ERP Integrations tool.
Workflow
This tutorial is part of a bigger process outlined in this 'Create and Sync a Project' workflow 
Steps
- Determine where you want to create your project: In Procore or Xero™.
- If you have created a new project in Procore:
- First, complete the steps in Add a New Procore Project.
- If you have not configure the cost codes for your project, see Configure the Cost Code Preferences for Xero™. Then Add a Procore Project to Xero™.
Important! Projects that do not use the Xero™ Standard Cost Code list cannot be Integrated - Next, send the project to an accounting approver. See Send a Procore Project to ERP Integrations for Accounting Acceptance.
- Finally, an accounting approver must Accept or Reject the Project for Export to Xero™.
When approved, the project is exported from Procore into Xero™ as a job.
- If you have created a new job in Xero™:
- First, create a new job in Xero™. See your Xero™ Help system for instructions.
- Next, follow the steps in Add a Xero™ Job to Procore.
The system imports the Xero™ job as a new Procore project.