To consolidate your list of vendors in your Xero™ and Procore directories so that there are no duplicates and that active Xero™ vendors can be linked to their matching entry in Procore.
Now that all of your Xero™ data is visible in Procore, the next step is to consolidate your list of contacts. It’s important to remember that a “vendor” in Xero™ is equivalent to a “company” in Procore. Therefore, you must make sure that the vendors in your Xero™ account are accurately represented in your Procore Directory at the Company level. Remember, you only need to link the vendors and companies that you’re going to use in new construction projects that will be managed in Procore. If you have a large number of vendors in your Xero™ database that will not be involved in any new construction projects, it’s not necessary to establish an accurate link between your Xero™ and Procore directories. However, it is recommended that you archive those inactive Xero™ vendors in Procore.
It’s recommended that you consolidate your directories in the following order: