Xero™: Setup Guide
Table of Contents
Welcome to the Xero™ Setup Guide
On these pages, we will walk through a number of key things to know as you prepare for and complete your implementation of the Xero™ integration.
If you have questions, be sure to direct them to your Integration Implementation Specialist or your Procore point of contact.
The navigation menu to the left will walk you through each of the key things to know and will highlight action items required of you.
Planning Your Integration Implementation
Preparation Phase
After purchasing the Procore + Xero™ integration, this phase includes:
- Receive the Welcome Email & Programme Kick-Off Call
Procore assigns your account to a Integration Implementation Specialist, who sends a Welcome Email to your company's designated ERP Implementation Contact. The email contains a selection of dates/time for scheduling your Kick-Off call. Please reply back to either confirm or suggest a time that works for the required members on your team.
Implementation Phase
After scheduling your company's Kick-Off call, this phase includes:
- Procore + Xero™ Kick-Off Call
Approximately 60 Minutes
Procore conducts a Kick-Off Call with your company's ERP Implementation Contact and designated stakeholders (i.e., typically this your company's Procore Administrator, Xero™ Administrator and IT Administrator). The goals of this call are to:- Discuss your Procore + Xero™ implementation plan.
- Provide your attendees with an overview of the Procore + Xero™ integration.
- Coordinate any follow-up tasks related to your implementation plan.
- Programme your Go-Live Call.
- Procore + Xero™ Go-Live Call
Approximately 60-90 Minutes
Procore conducts a Go-Live call with your company's ERP Implementation Contact and designated stakeholders. The goal of this call is to ensure the completion of these tasks:- Review the ERP Integrations tool's configuration settings.
- Provide an overview of each tab in the ERP Integrations tool.
- Getting Started with Procore + Xero™
After the implementation is complete, you can begin using the integration. You can also contact to your Procore Integration Implementation Specialist for the next 30 days.
Change Management & the Accounting Approver Role
When your integration is activated, your organisation will gain access to a new tool in Procore: the ERP Integrations Tool. In this tool, you will manage the flow of information between Procore and Xero™.
Using this tool to manage integrated data will be the most significant difference between Procore with and without the Xero™ Connector. You will have to provide your Integration Implementation Specialist with a list of the users who will have access to this tool, called accounting approvers and the specific integration features that each user should manage (e.g., one accounting approver may be allowed to send commitments and payment applications to ERP and another may be allowed to only send commitments).
- For more information on the accounting approver role, see What is the accounting approver role?
- To see the integration features for which you can allow/decline access for accounting approvers, see the up-to-date Feature Map in the Xero™ About Page.
In addition to the accounting approvers, you may also choose to give users at your organisation access to the ERP Integrations tool in a view-only capacity.