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			VENDORS
PROJECTS SUB JOBS			PROJECTS PROJECT TASKS
PROJECT WBS CODES 1			COST CODES
COST TYPES			ACCOUNT GROUPS
BUDGETS			COST BUDGETS
BUDGET MODIFICATIONS			COST BUDGET VARIATIONS
MAIN CONTRACTS			REVENUE BUDGET
MAIN CONTRACT VARIATIONS			REVENUE BUDGET VARIATIONS
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT VARIATIONS (CVs)			COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT VARIATIONS (CVs)
SUBCONTRACTOR PAYMENT APPLICATIONS			PAYABLES
SUBCONTRACT PAYMENTS ISSUED FOR SYNCED SUBCONTRACTOR INVOICES			PAID INVOICES
COSTS DIRECT COST JTD COST			COSTS TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL AND SUBCONTRACTOR INVOICE TYPES

¹ 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			Vendor ID
Name			Account Name
Address City State ZIP			Address Line 1 City State Postcode
Business Phone			Business 1 Phone
Email Address			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			Project ID1
Project Name			Description
Address City State Zip			Address Line 1 City State Postcode
Latitude / Longitude			Latitude / Longitude
Start Date/Completion Date			Start Date / End Date
Subaccount ID2			Default Sales Subaccount
Template ID3			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			Task ID
Sub Job Name			Description
Cost Code Cost Code Description			Cost Code1 Cost Code Description
Cost Type Cost Type			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			Cost Code
Description			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			Account Group
Description			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			Original Budgeted Amount
Sub Job			Project Task
Cost Code			Cost Code
Category			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.

PROCORE	Exports data from Procore to Acumatica Cloud ERP	Imports data from Acumatica Cloud ERP to Procore	Acumatica Cloud ERP
Change Date1			Change Date
Sub Job			Project Task
Cost Code			Cost Code
Cost Type			Account Group
Budget Modification Amount			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)			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			Change Date Approval Date
MCV Number1			Reference Nbr External ID
Title (General tab)			Description
Description (Bill of Quantities tab)			Description
Project Number Sub Job			Project Project task2
Cost Code (Bill of Quantities tab)			Cost Code (Cost Budget Tab)
Cost Type (Bill of Quantities tab)			Account Group (Cost Budget Tab)
Potential Variation Amount			Amount (Cost Budget Tab)
Potential Variation Amount + Markup(s) Amount			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			Date
Start Date (Subcontract) Delivery Date (Purchase Order)			Start Date (Subcontract) Promised On (Purchase Order)
Commitment #1			Subcontract Nbr (for Subcontracts) Order Nbr (for Purchase Orders) External Ref (Subcontracts and Purchase Orders)
Contract Company			Vendor
Title (General tab)			Description
Default Retention			Retention Percent
Budget Code (Bill of Quantities tab) Sub Job Cost Code Cost Type			Project Task Cost Code Inventory ID2
Description (Bill of Quantities tab)			Line Description
Qty (Bill of Quantities tab), if applicable			Order Qty
Unit Cost (Bill of Quantities tab), if applicable			Unit Cost
Amount (Bill of Quantities tab)			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			Change Date Approval Date
Commitment Variation #1			Variation Reference Nbr External Reference Nbr
Contract Company			Vendor
Title (General tab)			Description
Description (Bill of Quantities tab)			Description
Project Number Sub Job			Project Project task
Cost Code (Bill of Quantities tab)			Cost Code
Cost Type (Bill of Quantities tab)			Inventory ID2
Qty (Bill of Quantities tab), if applicable			Quantity
Unit Cost (Bill of Quantities tab), if applicable			Unit Cost
Amount (Bill of Quantities tab)			Amount
Description (General tab)			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			Payment Applications
Subcontractor Payment application			Commitment Payment applications
Payroll			Payroll
Expense			Misc Expenses
DIRECT COST
Date			Date
Status			Automatically set to Approved
Employee
Description			Description
Vendor			Vendor (Only for transactions that originate from Accounts Payable)
Payment Application #			Payment application (Only for transactions that originate from Accounts Payable)
Budget Code			Project Task Cost Code Account Group
Qty			Quantity
Unit Cost			Unit Rate
Amount			Amount
BUDGET
JTD Cost			Actual Amount
Direct Costs			JTD Cost - Commitment Issued1
JOB COSTS REPORT
Sub Job			Project Task
Cost Code			Cost Code
Cost Type			Account Group
Original Budget			Original Budgeted Amount
Original Budget Units			Original Budgeted Quantity
Approved Budget Changes			Budgeted VAR Amount
Approved Budget Unit Changes			Budgeted VAR Quantity
Revised Budget			Revised Budgeted Amount
Revised Budget Units			Revised Budgeted Quantity
Commitment Issued			Committed Issued Amount
Job To Date Cost			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			Date
Project			Project
Commitment #			Subcontract Nbr.
Overall Comments			Description
Contractor Company			Supplier
Payment application #1			Reference Nbr Supplier Ref
Payment Due			Amount
Budget Code (Detail Tab) Sub Job Cost Code Cost Type			Project Task Cost Code Inventory ID2
This Period (Detail Tab)			Amount
Work Retention Held % Work Retention Held $ Work Retention Released % Work Retention Released $			Retention Held Amount Retention Held Percent Retention Released Amount Retention Released Percent
Accounting Date			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			n/a
Date			Post Date
Payment #			Reference Nbr
Payment Application #			Supplier Ref
Check / Ref #			Payment Ref
Amount			Payment Amount

See Also 

• About the Acumatica Cloud ERP Connector
• Things to Know about Acumatica Cloud ERP: Integration Details Reference Page