MRI Platform X® Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X®  to Procore	MRI Platform X®
COMPANIES			VENDORS
PROJECTS			JOBS
COST CODES COST TYPES			COST CODES DEFAULT CATEGORIES
BUDGETS  ORIGINAL BUDGET BUDGET MODIFICATIONS			BUDGETS ORIGINAL BUDGETS BUDGET REVISIONS
COMMITMENTS COMMITMENT VARIATIONS & PURCHASE ORDERS			CONTRACTS & PURCHASE ORDERS
COMMITMENT VARIATIONS			CONTRACT VARIATIONS
COMMITMENT INVOICES			CONTRACT DRAW
COMMITMENT PAYMENTS ISSUED			CONTRACT INVOICE PAYMENTS
DIRECT VARSTS			JOURNAL ENTRIES PAYABLES

Projects/Jobs

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X®  to Procore	MRI Platform X®
Project Name			Description
Project Number/MRI Job Code			Job Code
Status			Status
Start Date			Start Date
Completion Date			Completion Date

Companies/Vendors

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Company ID			Vendor
Company Name			Name
Address			Address
City			City
County			County
Postcode			Postcode
Country			Country

Budgets

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X®  to Procore	MRI Platform X®
Original Budget			Original Budget
Project Number			Project ID
Cost Code			Cost Code
Cost Type			Default Category

Budget Changes

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Project Number			Project ID
Status			Status
Budget Modification Description (in export screen)			Description
Budget Code			Budget Type
Amount			Value
Date			revision_date
Revision Number			revision_number
Budget Revision Type			revision_type
Budget Revision Status			revision_status

¹ Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.

Commitments

When a Commitment is exported from Procore to MRI Platform X®, it goes into MRI as a Contract.

If the Customer does not have the Purchase Order Module within MRI Platform X®, all Purchases Orders within Procore must be created as Commitments.

The MRI Platform X® Commitment ID can be defaults from Procore Commitment or manually by an accounting approver when a commitment is exported from Procore to MRI Platform X®. 

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment
Commitment			MRI Contract
Contract Number			Contract Number
Title			Description
Contract Company			Vendor
Status			Status
Original Contract Amount			Original Amount
Date Created			Contract Date

¹ When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for MRI Platform X®.

² The ERP Vendor ID associated with the Contract Company is used on the import file for MRI Platform X®. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

³ Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

Commitment Variations

When a Commitment Variation is exported from Procore to MRI Platform X®, MRI takes the data and inputs into the Contract in MRI as an additional Contract Order Type on the Contract Setup tab of the Contract.  The Current Contract Amount field will update accordingly.

If the Customer has the Purchase Order Module within MRI Platform X®, the Customer cannot send a Change on any Purchase Orders from Procore into MRI, as a Variation on a PO is not a concept within MRI. In this case, the Customer must enter the parent Purchase Order as a Commitment into Procore.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment Variation
Variations			Variation
Variation			Variation
Variation Number			Variation Title
Variation Description			Description
Contract Description			Additional Description
Contract Code			Order Number
Cost Code			Cost Code
Cost Type			Default Category
Date Created			Date Created
External ID			Order Number

Job Cost Transaction Details

If this feature is enabled, all posted cost transaction details 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 MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Type			Cost Type
Payment Application			MRI Payables (no Commitment)
Subcontractor Payment application			MRI Payables (with Commitment)
Expense			MRI Journal Entries

Direct Cost Item Details

The fields for each Direct Cost entry imported into Procore are populated from the transactions in MRI Platform X® according to the table below:

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Item Field			Item Field
Type			Payment application Type
Payment Application Number			Payment Application Number
Description			Description
Status			Status
Date			Payment application Date
Received Date			Received Date
Paid Date			Payment Date
Line Item Description			Description
Amount			Amount Paid

¹Auto Count is typically 1 (one).

Subcontractor Payment Applications

Export from Procore only. When a payment application is exported from Procore to MRI Platform X®, it is automatically posted in the Accounts Payable (AP) module.

Contract Company

Vendor ID

Payment Application #			Payment Application Number
Current Payment Due			Payment application Amount

Payment application Billing Date

Payment application Date

Billing Period			Expense Period (Month/Year)
Status (approved)			Status (Pending/Approved based on client preference)
Procore Attachment URL (only 1)			Third Party Attachments

See Also 

• About the MRI Platform X® Connector
• Things to Know about MRI Platform X®: Integration Details Reference Page