Configure Advanced Settings: ERP Integrations for Xero™
Objective
To configure the settings for the ERP Integrations tool for Xero™.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's ERP Integrations tool.
- Requirements:
- If you plan to export subcontractor invoices from Procore to Xero™, you will need to enable an inventory preference setting. See Which setting do I enable in Xero™ to export invoices with the ERP Integrations tool?
Steps
- Navigate to the company's ERP Integrations tool.
- Click Configure Settings
. - 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.
- Automatically Update Vendors when Refreshing the Vendor List. When a vendor is updated in Xero™, the vendor data will also be refreshed in Procore.
- ERP Service Account. This is the service account used to connect with Xero™. Please do not edit this field.
- Click Update.