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.

 Here's how to Send Vendors from Xero to Procore: 

Need help? Reach out to our Support Team.

 Step 1: Create a Xero Contact Group named "Procore"

In order to integrate a Vendor, you must first create a Xero Contact group named "Procore"

1. In Xero, click on Contacts
2. Click on All Contacts
3. On the side panel, find “Groups” and click on New.
4. Name the group “Procore”
5. Click Save

Step 2: Add a contact to the "Procore" Group

1. Check the box of the contact you wish you add to the “Procore” group.
2. Click on Options.
3. Click Add to Group

 Step 3: Integrate your Contacts

 On the Dimension Cloud integration page, click on the “Get All Contacts” arrow or “Get One Contact” arrow with the specific Contact ID (example below) entered into the field.

After integration, the new Procore Vendor will have a green banner indicating that it is integrated with Xero.

 If any of the mapped information is changed in Xero, subsequent integrations will update Procore to match 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

 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

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.

 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 Payments from Xero to Procore: 

  Step 1: Have an Invoice Payment approved in Xero

Step 2: Integrate your Payment

On the Dimension Cloud integration page, click on the “Get All Payments” arrow.

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 Payments from Xero to Procore: 

 Xero invoices are sent into Procore when there is no designated contract to the vendor on the project.  Xero allows you to set different Project numbers on each line. When this happens, the integration will split the invoice. The header will be identical in each project, but each invoice line is only sent to the project is it connected with.

Step 1: Have a Direct Invoice approved in Xero

1. Fill out your Bill within Xero (From, Date, Due Date, Reference, Description, Qty, Unit Price, Account, Project, Cost Codes, Amount)
2. Approve the Bill within Xero.

 Step 2: Integrate your Direct Invoice

1. On the Dimension Cloud integration page, click on the “Get Direct Invoices for Project” arrow with the specific Project # entered into the field.

Our MRI Software Integration ensures that jobs and job costs are in sync between the two systems. At the foundation, we sync Jobs, Phases, Cost Codes, and Vendors. At the project level we tie together all project dollars for accurate forecasting in Procore. This includes budgets, commitments, and actual costs. Dimension can easily be configured to move data in the way that best fits your needs.

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, Commitments, Requisitions, Check Payments, Direct Invoices and Journal Entries. 

With the Procore + Xero Integration you can: