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Procore

About the Project Financials + Acumatica® Connector

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Overview

With the Project Financials integration for the Acumatica Cloud ERP Connector, you can: 

  • Exchange information between systems to provide your project team with access to data from a single source-of-truth.
  • Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
  • Improve decision-making with access to the most up-to-date data available.
  • Streamline communication and information-sharing between your back-office and operational teams.

Feature Set Map


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 CHANGE ORDERS
PRIME CONTRACTS erp-orange-arrows.png   REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   REVENUE BUDGET CHANGE ORDERS
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)		 erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES 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

1 Custom WBS segments are NOT supported at this time.

 

Supported Versions

  • Required Software:
    • The following versions of Acumatica Cloud ERP Construction Edition are supported:
      • 2023R2
      • 2023R1
      • 2022R2

*Procore's validation of Acumatica Cloud ERP version 2023R2 is now complete. Support has ended for Acumatica Cloud ERP version 2022R1. 

WHen do supported versions change?

When a new version of Acumatica Cloud ERP Construction Edition is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Acumatica Cloud ERP version 2022R2, version 2021R1 will no longer be supported for use with the integration. 

Unsupported Features

  • Designed for use only on new construction jobs/projects:
    Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
  • Data from these Procore tools and items do NOT sync with Acumatica Cloud ERP
    • Purchase Order Invoices
    • Prime Contract Invoices/payments
    • Vendor Insurance
  • The Acumatica Cloud ERP integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore + Acumatica Cloud ERP integration. Your company will have one (1) cost code list for use with all Acumatica Cloud ERP-integrated projects.
    • Tax Categories
      Commitments, invoices and direct costs synced to or from Acumatica Cloud ERP will NOT evaluate tax information. 
    • Materials Tracking
      Materials presently stored and related retainage is NOT supported with the Procore + Acumatica Cloud ERP integration. It is strongly recommended that materials tracking be disabled with the Procore + Acumatica Cloud ERP integration.
    • Purchase Order Approvals in Acumatica Cloud ERP
      Purchase Order approval in Acumatica Cloud ERP must be disabled in order for purchase orders to export from Procore.

  • Payment retrieval is only supported for US customers currently. Taxes on Subcontractor invoices are not supported.

Common Questions

How often is data exchanged between Procore and Acumatica Cloud ERP?
Exports happen instantly upon approval by your organization’s Accounting User(s). Imports happen upon requests which can be made by your Project and Accounting Teams directly within Procore. In addition to on-demand imports, there is an automatic nightly import of data.

Is Acumatica Cloud ERP’s Job Cost module required to integrate?
Yes. Procore requires the Acumatica Cloud ERP Job Cost module.

Will you be adding additional functionality?
We will continue to evaluate key functionality to include in the integration. What is listed in the above feature map simply denotes the current functionality.

Does the Project Financials integration for the Acumatica Cloud ERP Connector support multiple branches?
Yes, multiple branches are supported.