Xero

¹ Custom WBS segments are not supported at this time.

² Subcontractor invoices with negative values do not export.

³Bill Payments will not reflect tax when pulled into Procore.

When a Cost Code is exported from Procore to Xero™, Items records are automatically created in Xero™. In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under Xero™ Standard Cost Codes. Custom WBS segments are not supported by the integration at this time.

Export Note: After export, an expense account and an income account are assigned in the Xero™ Item record. The Procore cost code records do not include these fields.

When a Project is exported from Procore to Xero™, the tracking category option is automatically created in Xero™.Job information in Xero™ can be found in the Tracking Categories list designated during implementation.

When a Company is exported from Procore to Xero™, a new Contacts record is automatically created in Xero™. In Xero™, the Contacts setup can be found under Contacts. Procore Companies can be found in the Directory.

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Purchase Order is automatically created in Xero™. In Xero™, Purchase Orders are accessed from the Business Tab. In Procore, Commitments are accessed from the project-level Commitments tool.

Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in Xero™, below pre-existing line items. In Xero™, Purchase Orders are accessed from the Business Tab. In Procore, Commitment Change Orders are accessed from the project-level Commitments tool under Commitment Record. In Xero™, the change(s) will appear as additional line items on the Purchase Order originally created when the Commitment was exported from Procore to Xero™.

Job costs import from Xero™ only. Cost information is retrieved from Xero™ reports for each synced Cost Code for use in 2 locations in Procore, the Xero™ Job Costs report and the Budget tool.

Import from Xero™ only. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly, the values of those transactions can be viewed in the Direct Costs or JTD Cost columns for a budget line item.

¹ Description is populated when the reference field is filled out on a Spend Money transaction or a Bill that was first synced from Procore. This does not apply for Bill transaction types first entered in Xero™.

² Invoice # is populated when the reference field is filled out on a Bill transaction. This does not apply for Spend Money transactions. Invoice # is a required field for Invoice direct cost types in Procore.

³ Received Date is populated from a Spend Money or Bill transaction type first entered in Xero™ only.

When a subcontractor invoice is exported from Procore to Xero™, a Bill is automatically created in Xero™. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In Xero™, Bills to Pay are accessed from the Business tab.

¹ If Commitment syncing is NOT enabled, the invoice Number will map to the Reference field in Xero™. If if Commitment syncing IS enabled, the PO Number will map to the Reference field in Xero™.

² If used in Procore, retainage is coded to an Item record in Xero™ that is determined in the integration settings. Retainage is not coded to a synced cost code Item.

Commitment Payments Issued imported from Xero™ only. When a subcontractor invoice is exported from Procore to Xero™, a Bill is automatically created in Xero™. When the Bill is paid, the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In Xero™, paid bills are accessed from the B usiness tab under the Paid tab in Bills to Pay.