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Procore

Acumatica® Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS
PROJECTS
SUB JOBS
erp-orange-arrows.png erp-green-arrows.png PROJECTS
PROJECT TASKS
PROJECT WBS CODES 1   erp-green-arrows.png COST CODES
COST TYPES   erp-green-arrows.png ACCOUNT GROUPS
BUDGETS erp-orange-arrows.png erp-green-arrows.png COST BUDGETS
BUDGET MODIFICATIONS erp-orange-arrows.png   COST BUDGET VARIATIONS
MAIN CONTRACTS erp-orange-arrows.png   REVENUE BUDGET
MAIN CONTRACT VARIATIONS erp-orange-arrows.png   REVENUE BUDGET VARIATIONS
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT VARIATIONS (CVs)
erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT VARIATIONS (CVs)
SUBCONTRACTOR PAYMENT APPLICATIONS erp-orange-arrows.png   PAYABLES
SUBCONTRACT PAYMENTS ISSUED
FOR SYNCED SUBCONTRACTOR INVOICES
  erp-green-arrows.png PAID INVOICES
COSTS
DIRECT COST
JTD COST
  erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL AND SUBCONTRACTOR INVOICE TYPES

Custom WBS segments are NOT supported at this time.

Companies/Vendors


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
ERP Vendor ID1 erp-orange-arrows.png erp-green-arrows.png Vendor ID
Name erp-orange-arrows.png erp-green-arrows.png Account Name
Address
City
State
ZIP
erp-orange-arrows.png erp-green-arrows.png Address Line 1
City
State
Postcode
Business Phone erp-orange-arrows.png erp-green-arrows.png Business 1 Phone
Email Address erp-orange-arrows.png erp-green-arrows.png Account Email

1Export Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to Acumatica Cloud ERP. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integration tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment VAR's). This can be an optional field during exporting if this option has been enabled by Procore.

Projects


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Project Number erp-orange-arrows.png erp-green-arrows.png Project ID1
Project Name erp-orange-arrows.png erp-green-arrows.png

Description

Address
City
State
Zip
erp-orange-arrows.png erp-green-arrows.png

Address Line 1
City
State
Postcode

Latitude / Longitude erp-orange-arrows.png erp-green-arrows.png Latitude / Longitude
Start Date/Completion Date erp-orange-arrows.png erp-green-arrows.png Start Date / End Date
Subaccount ID2 erp-orange-arrows.png   Default Sales Subaccount
Template ID3 erp-orange-arrows.png   Template

1 Export note: The Acumatica Cloud ERP Project ID is entered manually by an accounting approver when a project is exported from Procore to Acumatica Cloud ERP. This may or may not, depending on what the accounting approver has entered, match the Project Number found in Procore under the project-level Admin tool. This is stored as the Acumatica Cloud ERP Project ID (you can view it in the company-level ERP Integrations tool under the Synced section of Projects) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the project is imported from Acumatica Cloud ERP, the project ID will automatically populate in the project number field

2 Export note: The Subaccount ID is entered manually by an accounting approver when a project is exported from Procore to Acumatica Cloud ERP. Its an optional field, only required if the customer has enabled Subaccounts in Acumatica Cloud ERP. If the project is imported into Procore from Acumatica Cloud ERP, the Subaccount ID is not stored on the project in Procore.

3 Export note: The Template ID is entered manually by an accounting approver when a project is exported from Procore to Acumatica Cloud ERP. Its an optional field. If the project is imported into Procore from Acumatica Cloud ERP, the Template ID is not stored on the project in Procore.

Sub Jobs/Project Task


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Code erp-orange-arrows.png erp-green-arrows.png Task ID
Sub Job Name erp-orange-arrows.png erp-green-arrows.png Description
Cost Code
Cost Code
Description
erp-orange-arrows.png erp-green-arrows.png Cost Code1
Cost Code
Description
Cost Type
Cost Type
erp-orange-arrows.png erp-green-arrows.png Account Group1
Account Group

 

1 Import note: If the Project Task in Acumatica Cloud ERP has cost codes and account groups define on the cost budget tab, then those cost codes and account groups will import along with the Project Task. If there are no cost codes or account groups defined on the cost budget, just the project task will import into Procore.

Standard Cost Codes/Cost Codes

In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under Acumatica Cloud ERP Standard Cost Codes. Custom WBS segments are not supported for the integration at this time.


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Cost Code   erp-green-arrows.png Cost Code
Description   erp-green-arrows.png Description

Standard Cost Types/Account Groups

In Procore, the Cost Types can be found in the Cost Types section in the Admin Tool under Acumatica Cloud ERP Standard Cost Types.


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Cost Type   erp-green-arrows.png Account Group
Description   erp-green-arrows.png Description

 

Budgets/Cost Budget

All budgets totals are entered against the Project Task (In Acumatica Cloud ERP>Project>Cost Budget) or the Sub Job (In Procore>Budget Tool)


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Original Budget Amount erp-orange-arrows.png erp-green-arrows.png Original Budgeted Amount
Sub Job erp-orange-arrows.png erp-green-arrows.png Project Task
Cost Code erp-orange-arrows.png erp-green-arrows.png Cost Code
Category erp-orange-arrows.png erp-green-arrows.png Account Group

Budget Modifications

Budget modifications export from Procore only. In Procore, budget mods are accessed from project-level Budget tool.

When Budget Modifications are exported from Procore, a Cost Budget Variation is created on the Project in Acumatica Cloud ERP. It will arrive with an "On Hold" status. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect.

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until 2024. To learn more about the timeline for migration, see: Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Change Date1 erp-orange-arrows.png   Change Date
Sub Job erp-orange-arrows.png   Project Task
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Account Group
Budget Modification Amount erp-orange-arrows.png   Amount

 

1 Export note: The Change Date is entered manually by an accounting approver when the budget mod is exported from Procore to Acumatica Cloud ERP.

Main Contracts

Main Contracts export from Procore only. When a Main Contract is exported from Procore, a summarised Revenue Budget line item is automatically created in Acumatica Cloud ERP. 


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Amount
(Bill of Quantities tab)
erp-orange-arrows.png   Original Budgeted Amount (Project Revenue Budget)

1 Main Contract Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering is enabled in Acumatica Cloud ERP, the Main Contract number in Acumatica Cloud ERP will be the next system generated number.

Main Contract Variations

Main Contract Variations (MCVs) export from Procore only. When entering the BOQ for a MCV in Procore, you have the option of selecting an existing line item or entering a new line item. In Procore, MCVs are accessed from the project level Main Contracts tool under Variations. In Acumatica Cloud ERP, the change(s) will appear as a Revenue Variation with a Status of On Hold


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
System Date at Time of Main Contract Creation erp-orange-arrows.png   Change Date
Approval Date
MCV Number1 erp-orange-arrows.png   Reference Nbr
External ID
Title (General tab) erp-orange-arrows.png   Description
Description (Bill of Quantities tab) erp-orange-arrows.png   Description
Project Number
Sub Job
erp-orange-arrows.png   Project
Project task2 
Cost Code (Bill of Quantities tab) erp-orange-arrows.png   Cost Code (Cost Budget Tab)
Cost Type (Bill of Quantities tab) erp-orange-arrows.png   Account Group (Cost Budget Tab)
Potential Variation Amount erp-orange-arrows.png   Amount (Cost Budget Tab)
Potential Variation Amount + Markup(s) Amount erp-orange-arrows.png   Amount (Revenue Budget Tab)

1 PCCO Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Variations is enabled in Acumatica Cloud ERP, the Variation number in Acumatica Cloud ERP will be the next system generated number.

2 Procore will create a new project task on export of the MCV unrelated to the sub job numbering.

 

Commitments

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a commitment is automatically created in Acumatica Cloud ERP. For Subcontracts a status of Open will be used in Acumatica Cloud ERP. The Project used in Procore will be sent to the Project field on the commitment line item in Acumatica Cloud ERP. For Purchase Orders, a status of Open will be used in Acumatica Cloud ERP. For Purchase Orders, the type of Normal will be used in Acumatica Cloud ERP. In Procore, Commitments are accessed from the project-level Commitments tool. 


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
System Date at Time of Commitment Creation erp-orange-arrows.png   Date
Start Date (Subcontract)
Delivery Date (Purchase Order)
erp-orange-arrows.png   Start Date (Subcontract)
Promised On (Purchase Order)
Commitment #1 erp-orange-arrows.png   Subcontract Nbr (for Subcontracts)
Order Nbr (for Purchase Orders)
External Ref (Subcontracts and Purchase Orders)
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description
Default Retention erp-orange-arrows.png   Retention Percent

Budget Code (Bill of Quantities tab)

Sub Job
Cost Code
Cost Type

erp-orange-arrows.png   Project Task
Cost Code
Inventory ID2
Description (Bill of Quantities tab) erp-orange-arrows.png   Line Description
Qty (Bill of Quantities tab), if applicable erp-orange-arrows.png   Order Qty
Unit Cost (Bill of Quantities tab), if applicable erp-orange-arrows.png   Unit Cost
Amount
(Bill of Quantities tab)
erp-orange-arrows.png   Ext. Cost

1Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Subcontracts and/or Purchase Orders is enabled in Acumatica Cloud ERP, the Subcontract/Purchase Order number in Acumatica Cloud ERP will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Acumatica Cloud ERP

Commitment Variations

Commitment Variations export from Procore only. When entering the BOQ for a Commitment Variation in Procore, you have the option of selecting an existing line item or entering a new line item. In Procore, Commitment Variations are accessed from the project level Commitments tool under Commitment Record. In Acumatica Cloud ERP, the change(s) will appear as a Commitment Variation with a Status of Closed


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
System Date at Time of Commitment Creation erp-orange-arrows.png   Change Date
Approval Date
Commitment Variation #1 erp-orange-arrows.png   Variation Reference Nbr
External Reference Nbr
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description
Description (Bill of Quantities tab) erp-orange-arrows.png   Description
Project Number
Sub Job
erp-orange-arrows.png   Project
Project task
Cost Code (Bill of Quantities tab) erp-orange-arrows.png   Cost Code
Cost Type (Bill of Quantities tab) erp-orange-arrows.png   Inventory ID2
Qty (Bill of Quantities tab), if applicable erp-orange-arrows.png   Quantity
Unit Cost (Bill of Quantities tab), if applicable erp-orange-arrows.png   Unit Cost
Amount
(Bill of Quantities tab)
erp-orange-arrows.png   Amount
Description
(General tab)
erp-orange-arrows.png   Detailed Description

 

1Commitment Variation # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Variations is enabled in Acumatica Cloud ERP, the Variation number in Acumatica Cloud ERP will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Acumatica Cloud ERP

Job Costs

Job costs import from Acumatica Cloud ERP only. Cost information is retrieved from Acumatica Cloud ERP for each Sub Job/Cost Code/Category on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. If Job Cost Transaction Syncing is enabled on the Procore Project, cost transaction from Acumatica Cloud ERP are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item. 


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
DIRECT COST TYPE     DIRECT COST TYPE

Payment Application

  erp-green-arrows.png Payment Applications
Subcontractor Payment application   erp-green-arrows.png Commitment Payment applications
Payroll   erp-green-arrows.png Payroll
Expense   erp-green-arrows.png Misc Expenses
DIRECT COST      
Date   erp-green-arrows.png Date
Status   erp-green-arrows.png Automatically set to Approved
Employee   erp-green-arrows.png  
Description   erp-green-arrows.png Description
Vendor   erp-green-arrows.png Vendor (Only for transactions that originate from Accounts Payable)
Payment Application #   erp-green-arrows.png Payment application (Only for transactions that originate from Accounts Payable)
Budget Code   erp-green-arrows.png Project Task
Cost Code
Account Group
Qty   erp-green-arrows.png Quantity
Unit Cost   erp-green-arrows.png Unit Rate
Amount   erp-green-arrows.png Amount
BUDGET      
JTD Cost   erp-green-arrows.png Actual Amount
Direct Costs   erp-green-arrows.png JTD Cost - Commitment Issued1
JOB COSTS REPORT      
Sub Job   erp-green-arrows.png Project Task
Cost Code   erp-green-arrows.png Cost Code
Cost Type   erp-green-arrows.png Account Group
Original Budget   erp-green-arrows.png Original Budgeted Amount
Original Budget Units   erp-green-arrows.png Original Budgeted Quantity
Approved Budget Changes   erp-green-arrows.png Budgeted VAR Amount
Approved Budget Unit Changes   erp-green-arrows.png Budgeted VAR Quantity
Revised Budget   erp-green-arrows.png Revised Budgeted Amount
Revised Budget Units   erp-green-arrows.png Revised Budgeted Quantity
Commitment Issued   erp-green-arrows.png Committed Issued Amount
Job To Date Cost   erp-green-arrows.png Actual Amount

1Direct costs is calculated from Job To Date Cost minus Commitment Issued.

Subcontractor Payment Applications

When a subcontractor payment application is exported from Procore to Acumatica Cloud ERP, an AP Bill is automatically created in Acumatica Cloud ERP. In Procore, Subcontractor Payment applications are accessed from Payment applications in the project Commitments tool. In Acumatica Cloud ERP, the Bill will have a status of On Hold. NOTE: For customers who have multiple Cash Accounts in Acumatica, Procore will export subcontractor payment applications to the Cash Account defined on the Acumatica project>USER-DEFINED FIELDS.


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP
Billing Date erp-orange-arrows.png   Date
Project erp-orange-arrows.png   Project
Commitment # erp-orange-arrows.png   Subcontract Nbr.
Overall Comments erp-orange-arrows.png   Description
Contractor Company erp-orange-arrows.png   Supplier
Payment application #1 erp-orange-arrows.png   Reference Nbr
Supplier Ref
Payment Due erp-orange-arrows.png   Amount
Budget Code (Detail Tab)
Sub Job
Cost Code
Cost Type
erp-orange-arrows.png   Project Task
Cost Code
Inventory ID2
This Period (Detail Tab) erp-orange-arrows.png   Amount

Work Retention Held %
Work Retention Held $

Work Retention Released %

Work Retention Released $

erp-orange-arrows.png  

Retention Held Amount
Retention Held Percent

Retention Released Amount

Retention Released Percent

Accounting Date erp-orange-arrows.png  

 

Date

1If Auto Numbering for Bills is enabled in Acumatica Cloud ERP, the Reference Number in Acumatica Cloud ERP will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Acumatica Cloud ERP

Commitment Payments Issued

Commitment Payments Issued imported from Acumatica Cloud ERP only. When a subcontractor payment application is exported from Procore to Acumatica Cloud ERP, an AP Bill is automatically created in Acumatica Cloud ERP. When the AP Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Payment applications Payments are accessed from Payments Issued in the project Commitments tool. In Acumatica Cloud ERP, payments are accessed from Payables>Checks and Payments.


PROCORE
Exports data from Procore to Acumatica Cloud ERP  Imports data from Acumatica Cloud ERP to Procore
Acumatica Cloud ERP

Payment Applications

  erp-green-arrows.png n/a
Date   erp-green-arrows.png Post Date
Payment #   erp-green-arrows.png Reference Nbr
Payment Application #   erp-green-arrows.png Supplier Ref
Check / Ref #   erp-green-arrows.png Payment Ref
Amount   erp-green-arrows.png Payment Amount