Create and Sync Vendors with the Xero™ Integration

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Xero™.

Background

The integration between the vendor data in Procore and Xero™ is bidirectional. This means that that your project's vendor 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 Workflow and 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.

Workflow

This tutorial is part of a bigger process outlined in this 'Create and Sync Vendors' workflow 

Steps

1. Determine where you want to create your company records: In Procore or in Xero™. 
2. If you have created company records in Procore:
   • First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory. 
   • Next, determine if the matching vendor record exists in Xero™:
     • If the matching record exists in Xero™, see Link a Xero™ Vendor to a Procore Company.
       OR
     • If the matching vendor record does NOT exist in Xero™, see Export a Vendor/Company to Xero™.
3. If you have created vendor records Xero™:
   • Determine if the matching company record exists in Procore. Then:
     • If the matching company record exists in Procore, see Link a Xero™ Vendor to a Procore Company. 
       OR
     • If the matching company record does NOT exist in Procore, see Add a Xero™ Vendor to the Company Directory. 

See Also

• Consolidate and Link Xero™ Vendors to Procore Companies
• Link a Xero™ Vendor to a Procore Company
• Unlink a Synced Xero™ Vendor
• Archive a Xero™ Vendor in Procore
• Restore an Archived Xero™ Vendor for ERP Integrations