Autodesk

OneCore Autodesk Forma - Xero Integration

Real-time, two-way sync between your Autodesk Forma project financials and Xero. Certified by both Autodesk and Xero.

Your Autodesk Forma financials and Xero, working as one

New projects sync automatically
Projects created in Forma generate corresponding tracking categories in Xero, with budget segments mapped across as account codes or tracking categories
Head contract progress claims
Flow to Xero as sales invoices, with payments received syncing back to your project financials in Forma
Commitment claims sync both ways
Subcontract and purchase order invoices create bills in Xero, with contract invoice payments confirming back to Forma
Direct costs sync in real time
Site-entered expenses flow through to Xero across multiple project line items
Company and contact records stay aligned
New and updated contacts sync bi-directionally between Forma and Xero
Budget segments map to account codes or tracking categories in Xero
Configured at setup to match your structure, with full flexibility to customise
Retention is tracked correctly
Handled within your Xero accounts without workarounds or separate spreadsheets
A self-managed dashboard gives your team visibility
See what's synced, what's pending, and what needs attention
Request A Demo

What syncs, and how

See exactly what data flows between Autodesk Forma and Xero, and in which direction. Available in Australian, US, and UK terminology.

Request A Demo
ACC Xero Integration Map v0.3 AUS
Case Study

Box & Co

See how Box & Co cut finance query resolution from three days to five minutes, migrating to a new construction platform with zero disruption to live projects.

More Info

Included: real-time labour cost tracking

Interfy’s timesheet module is included with your OneCore subscription. Now you can log employee hours directly in Forma, knowing exactly how much labour is costing each project before you run payroll.

  • Burden rates applied automatically:
    Set a cost-per-hour per employee during onboarding, and the module will calculate true labour cost (including on-costs) against each project as hours are logged
  • Live project labour costs visible before payroll:
    Project managers see actual labour spend against budget in real time
  • Timesheet data syncs to Xero:
    Hours and cost data push through, eliminating double entry for payroll processing
  • Manager approval workflows built in:
    Review and approve hours before they impact project budgets, with billable/non-billable tracking and customisable ordinary/overtime rates
Request A Demo

You’re in good hands from day one

We've onboarded over 800 construction businesses across the globe. Our process is structured to minimise disruption and set you up for long-term success, years beyond go-live.

Request A Demo
01
Evaluate
02
Demo
03
Onboarding
04
Adoption
05
Review

Integration
Requirements

The following Autodesk Forma (previously Autodesk Construction Cloud) product lines are required to use the Xero integration:

  • Cost
  • Timesheets or Timecard (required for Timesheet Module add-on only)

Subscriptions and licensing:

  • A valid Autodesk Forma account with Admin access
  • A valid Xero account with Standard access

For pricing and new integration enquiries: hello@interfyconnect.com

FAQs

Why choose the OneCore integration?

OneCore is the most widely used integration that has been improved and iterated since 2017, and has a client base of over 800 customers.

How long does it take data to sync between Forma & Xero?

Once a cost is approved in Procore, it’s pushed out to Xero straight away. However, you have the option of having the invoice as approved or in draft mode for review.

What if I need to update a cost that’s already been approved e.g. a progress claim? Do I make the changes in Autodesk Forma or Xero?

Simply update the cost in Forma and the changes will be reflected in Xero.

Do I still need to manually send information from Xero back to Autodesk Forma?

No, the integration is two way. Updates in Xero will feed back into your Forma budget.

How are taxes calculated?

Taxes are not included in Forma Cost. Xero will calculate the taxes for your invoices based off the account code that’s been mapped.

What if we use retention or retainage?

Our integration supports retention. We have multiple methods of handling retention between Forma and Xero.
Please contact us for a demo to see how it works.

How easy is the integration to use?

We just need to map your cost codes and vendors, switch it on and then you’re good to go!

Is OneCore compatible with Xero connected apps such as Dext (aka Receipt Bank)?

We are always testing Xero connected apps to determine compatibility with OneCore. Our Direct Costs module is compatible with Dext once bills are approved in Xero and it will automatically push these through to Forma.

Where is my data stored?

Our integration platform sits in data centres stored in Australia (Amazon Web Services), and we only store skeleton records to provide you with audit history once the data has been sent between Forma or Xero.

What if I need support?

We are an Australian-based company. Support is provided via phone during Australian and US business hours as well as e-mail support.

Request Demo

Ready to simplify your systems?
Book a demo and see how Interfy can transform your workflow.