Trafftrak & Xero Integration

Smoothx’s integration is the hub that sits in between your Trafftrak and Xero accounts.

5 stars

1,600+ installs ➝

Sync data in real time

Say goodbye to manual data entry and reduce errors, ensuring accurate and dependable financial records. Stay current with automated updates and changes in both Trafftrak and Xero, boosting collaboration and efficiency.

Cutting-edge integration

Effortlessly sync financial data, Contacts, Cost Codes, Cost Types, and attachments between platforms with ease. Simplify workflows, optimise project management, and achieve financial success with Smoothx’s seamless Trafftrak to Xero integration.

Your data is seamlessly unified

This includes Prime Contract and Commitment Progress Claims, Direct Costs, Payroll & Timesheets, and much more, ensuring your financial processes are streamlined and error-free.

Quick & Easy Setup

Get set up with our one time quick & easy configuration.

Customisable

Customise your integration to suit your business needs.

Data Unification

Unify your data seamlessly across Trafftrak and Xero.

About the Integration.

Smoothx’s Xero Connector was originally developed as a tailored solution for a large Queensland construction company searching for a better fit for their expanding business.

Over time, this integration has evolved into a versatile tool that supports businesses of all sizes within the building industry—ranging from local firms to national and global enterprises.

Driven by innovation

Recognised as one of the premier accounting integrations.

Industry Expertise and Integration

By collaborating with a growing builder during development, Smoothx focused on creating a solution that delivers both efficiency and cost savings.

intuitive and customisable dashboard

What sets Smoothx apart is its intuitive and customisable dashboard, allowing businesses to get set up and operational within just 48 hours.

Centralised Hub

Our powerful integration enables a dynamic and real-time synchronisation of all your financial data, as well as your Contacts, Cost Codes, and Cost Types.

Say goodbye to manual entry and human errors, as our solution effortlessly synchronises attachments and proactively minimises any potential mistakes.

Experience the ultimate efficiency and accuracy with Smoothx Integration, where your finances flow seamlessly between Trafftrak and Xero.

Experience the ultimate efficiency and accuracy with Smoothx Integration

Where your finances flow seamlessly between Trafftrak and Xero.

Frequently Asked Questions

Does the integration support Trafftrak's Work Breakdown Structure (WBS) Functionality?

Yes! Xero Plus supports Trafftrak’s Work Breakdown Structure, you can use it as per normal and the integration will automatically reconcile information as per needed.

Can I edit a sync Trafftrak Progress Claim?

You are able to edit a Trafftrak Progress Claim as many times as you need to until a payment has been made inside Xero for this progress claim.

Do I need to press a button to sync data to Xero and vice versa?

No user interaction is required once the on-boarding process has been completed.

The integration will automatically update data in both systems.

Does the integration handle attachment(s)?

Yes, the integration will handle any invoice attachment from both systems.

Does the integration handle multiple Xero Payments?

Yes, the integration will handle multiple payments on any Xero invoice/bill.

Does the integration handle retention and/or retainage?

Yes, the integration will handle any retention and/or retainage present on your Trafftrak Progress Claims (Head Contract/Prime Contract & Commitment).

How are taxes calculated?

Xero will handle the tax for each line item according to the mapped Account Code.

How are taxes handled with Trafftrak Payments?

When a Xero Payment is send to Trafftrak, taxes will get removed from the Procore Payment.

Note: we can disable this feature if you wish to reflect taxes on Procore Payments.

I can’t find an invoice in Xero

As a general rule, a syncronised invoice will always be found inside the Bills or Invoices tab in the corresponding Xero section (Sales or Purchases).

Feel free to contact us if you believe an invoice is not syncing properly.

Which Contact fields are syncing between Trafftrak & Xero?

The following information are synced between a Procore Vendor and a Xero Customer/Vendor:

– Company Name
– Website