Xero™ Detailed Data Mapping
Overview
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| PROJECT WBS CODES 1 COST CODES & COST TYPES |
 |
PRODUCTS AND SERVICES | |
| PROJECTS | |
 |
TRACKING CATEGORY OPTION |
| COMPANIES | |
|
CONTACTS |
|
SUBCONTRACTS & PURCHASE ORDERS |
|
PURCHASE ORDERS PURCHASE ORDERS |
|
| COSTS | |
COSTS | |
| SUBCONTRACTOR INVOICES 2 FOR SUBCONTRACTS & PURCHASE ORDERS |
|
BILLS | |
| COMMITMENT PAYMENTS ISSUED 3 FOR SYNCED SUBCONTRACTOR INVOICES |
|
BILL PAYMENTS |
1 Custom WBS segments are not supported at this time.
2 Subcontractor progress claims with negative values do not export.
3 Subcontractor payments are supported only in US Editions.
Cost Codes
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.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Cost Code + Cost Type | |
Item Code | |
| Description | |
Name |
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.
Projects/Jobs
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.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Project Name | |
|
Tracking Category Option |
Vendors
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.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Name | |
|
Contact Name |
| Address City State ZIP |
|
|
Billing Address |
| Business Phone | |
|
Phone Number |
| Business Fax | |
|
Fax Number |
Commitments (Optional)
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.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| System Date at Time of Commitment Creation | |
Date | |
| Commitment # | |
Order Number | |
| Contract Company | |
Contact | |
| Title (General tab) | |
Reference | |
| Cost Code + Cost Type (Schedule of Values tab) | |
Item | |
| Description (Schedule of Values tab) | |
Description | |
| Qty (Schedule of Values tab) | |
Quantity | |
| Unit Cost (Schedule of Values tab) | |
Unit Price | |
| Project Name | |
(Tracking Category Option) | |
| Ship Via | |
Delivery Instructions |
Commitment Variations
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™.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Commitment # | |
Order Number | |
| Contract Company | |
Contact | |
| Cost Code (Schedule of Values tab) | |
Item | |
| Description (Schedule of Values tab) | |
Description | |
| Qty (Schedule of Values tab) | |
Quantity | |
| Unit Cost (Schedule of Values tab) | |
Unit Price | |
| Project Name | |
(Tracking Category Option) |
Job Costs
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.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Job to Date Cost (Xero™ Job Costs) |
|
Total from Bills and Spend Money Transactions | |
| Commitment Progress Claimd (Xero™ Job Costs) |
|
Total from Bills/Subcontractor Progress Claims Exported from Procore | |
| Job to Date Cost (Budget) |
|
Total from Bills and Spend Money Transactions | |
| Direct Costs (Budget) |
|
Total from Bills and Spend Money Transactions Minus Commitments Progress Claimd Costs | |
| Commitment Progress Claimd (Budget) |
|
Total from Bills/Subcontractor Progress Claims Exported from Procore |
Subcontractor Progress Claims
When a subcontractor progress claim is exported from Procore to Xero™, a Bill is automatically created in Xero™. In Procore, Subcontractor Progress Claims are accessed from Progress Claims in the project Commitments tool. In Xero™, Bills to Pay are accessed from the Business tab.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
| Contractor Company | |
From (contact) | |
| Billing Date | |
Date | |
| Payment Date | |
Due Date | |
| Purchase Order Number/Invoice Number1 | |
Reference | |
| Budget Code (Schedule of Values) | |
Item Code | |
| QTY (Schedule of Values) | |
Quantity | |
| Unit Price (Schedule of Values) | |
Unit Price | |
| Programd Value (Schedule of Values) | |
Amount | |
| Project Name | |
(Tracking Category Option) | |
| Total Retention This Period, if applicable2 | |
(on separate line item for retention) |
1 If Commitment syncing is NOT enabled, the progress claim 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, retention is coded to an Item record in Xero™ that is determined in the integration settings. Retention is not coded to a synced cost code Item.
Commitment Payments Issued
Commitment Payments Issued imported from Xero™ only. When a subcontractor progress claim 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 Progress Claims Payments are accessed from Payments Issued in the project Commitments tool. In Xero™, paid bills are accessed from the Business tab under the Paid tab in Bills to Pay.
PROCORE |
Exports data from Procore to Xero™ | Imports data from Xero™ to Procore | Xero™ |
|---|---|---|---|
|
Progress Claim |
|
n/a | |
| Payment Number | |
n/a | |
| Payment Method | |
n/a | |
| Amount | |
Amount Paid | |
| Date | |
Date Paid | |
| Progress Claim # | |
(Subcontractor Progress Claim number) | |
| Check Number | |
n/a | |
| Notes | |
Reference (Make a Payment Field) |