October 29, 2018 by Team Calance

[Stage 4.0] Procore + Xero: Sending Progress Claims to Xero

 procore+xero

Our Procore + Xero Integration ensures that data flows automatically between each system, without the need for manual data. At the foundation, the integration syncs Vendors, Projects, Cost Codes, Progress Claims, Check Payments, and Direct Invoices.

 

 Need help? Reach out to our Support Team.

 

 Here's how to Send Progress Claims from Procore to Xero: 

 

 Step 1: Assure your Progress Claim is ready to send

1. Fill out your Progress Claim within Procore (Invoice #, Invoice Start, Invoice End, Billing Date).
2. Fill out the Progress Claim accordingly within the Detail screen (Value, Retainage if applicable).
3. Set the status of your Progress Claim to Approved.

 

 

 Step 2: Assure your Vendor is already integrated

Make sure the Progress Claim you are sending is being sent to a Vendor you have previously integrated into Procore (See Section 2.0 for more information) 

 

 

 Step 3: Integrate your Contacts

2018-10-19 11_24_22-Window

 

On the Dimension Cloud integration page, click on the “Send All Progress Claims” arrow or “Send One Progress Claim” arrow with the specific Project #, Procore PO Number, and Procore PO App # (shown below) entered into the field.


(INITIALIZATION) Procore+Xero Standard Integration Setup (13)

 

(INITIALIZATION) Procore+Xero Standard Integration Setup (14)

 

 

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Team Calance

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Calance is an IT Services firm that provides Application Development & Support, Systems Integration, IT Managed Services & IT Staffing.

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