Configure the Sync Schedule for Xero™
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
- Sync Payments for Synced Invoices
Steps
- Navigate to the company's ERP Integrations tool.
- Click Configure Settings
.
- Click Sync Schedule.
- 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.
- 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.
- Click Update.