Xero Integration

Procore + Xero Integration: Sync Projects and Financials Seamlessly

Modern construction and project-based businesses need financial clarity. When your project management system (Procore) and your accounting (Xero) speak the same language, decision-making improves, errors drop, and workflows speed up. With over 1,700 installs reported for Smoothx’s Procore & Xero Integration, businesses already trust our sync for accuracy and efficiency.

Why Integration Matters

  • Double-entry causes mistakes. Manual re-keying of invoices, commitments and costs wastes time and risks data mismatches.

  • Procore’s Project Financials + Xero Connector shows what you can gain: export/import of cost codes, purchase orders, vendor invoices, contact data and tracking categories.

  • Procore reports daily automated syncs (job costs etc.) and on-demand exports for many financial items. That means your accounting and project management stay aligned.

Key Features of Smoothx Integration

  • Real-time sync of Contacts, Cost Codes, Cost Types, Commitments, Direct Costs, Progress Claims, Payroll & Timesheets

  • Attachments travel with invoices or bills to preserve full audit trail

  • A fully configurable dashboard lets you decide what syncs, how often, and with what status (Draft / Awaiting Approval / Awaiting Payment)

  • Supports multi-currency, project tracking categories, locking periods, sub-job handling (as tracking categories), etc

Ready to get started? Here’s how:

Step-by-Step Setup with Smoothx

  1. Assess your current systems
     Review your Procore cost code structure, vendor/contact records, tracking-categories and project numbering. Make sure they’re clean and consistent.

  2. Connect Procore and Xero via Smoothx dashboard
     Enter credentials & authorise the connection. Smoothx lets you configure how often data flows, what gets synced, and in which status. (Draft / Awaiting Approval / Awaiting Payment)

  3. Map cost codes, contacts, and projects
     Align Procore cost codes and cost types with Xero products/services, set up tracking categories. Define if sub jobs are treated separately. Confirm which cost types or tax codes to ignore where needed

  4. Test with one project first
     Send over one test project. Check data matches: invoices, vendor data, progress claims. Observe what happens when you edit or delete entries in Procore—confirm how those changes flow into Xero.

  5. Train your team
     Ensure project managers, accounts payable, site staff all know where to enter data. Clarify which fields must be filled for sync (project number, cost code, vendor contact etc.)

  6. Go live & monitor
     Once satisfied with test sync, enable full project roll-out. Monitor sync logs, reconcile monthly to catch errors early. Smoothx offers support if any item fails to sync or if status mismatches occur.

 

Benefits You’ll See

  • Faster financial reporting. Syncs daily or in near real-time give you visibility into costs vs budget

  • Reduced errors from manual copying or missing data

  • Better accountability and auditability: attachments, contacts, invoices move as part of the sync

  • Time saving across teams. Accounts and project managers spend less time chasing for missing invoices, correcting mismatches

Final Thoughts

The Smoothx Procore + Xero Integration gives you financial control and project clarity. It matches Procore’s strong project-management backbone to Xero’s solid accounting engine. Backed by over 1,700 successful installs, Smoothx delivers reliability you can count on. In just 48 hours, you’ll be running with fewer errors, better visibility, and stronger insights.

If you’re ready to eliminate manual data entry, link up your project and accounting workflows, and scale your operations more efficiently, reach out to book an expert-run, 30 minute demo.