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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 PROJECT FINANCIALS		 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
STANDARD COST CODES   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
PROJECT COST CODES/TYPES erp-orange-arrows.png erp-green-arrows.png BUDGET COST CODES/ACCOUNT GROUP
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)		 erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES1 erp-orange-arrows.png   PAYABLES
SUBCONTRACT PAYMENTS ISSUED1
FOR SYNCED SUBCONTRACTOR INVOICES		   erp-green-arrows.png PAID INVOICES
COSTS
COMMITTED COSTS
JTD COST		   erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

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

Supported Versions

  • Required Software:
    • The following versions of Acumatica Cloud ERP Construction Edition are supported:
      • 2022R1
      • 2021R2
      • 2021R1

Unsupported Features

  • Designed for use only on new construction jobs/projects:
    The Acumatica Cloud ERP integration can only sync data on new jobs/projects. Any historical projects created before your company's ERP implementation cannot sync data unless you use the Migration tool that migrates data from the Acumatica built connector to the Procore built connector.
  • Data from these Procore tools and items do NOT sync with Acumatica Cloud ERP
    • Prime Contracts/Prime Contract Change Orders (PCCOs)
    • 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. 
    • Retainage Release
      Any retainage release will NOT happen automatically with the Procore + Acumatica Cloud ERPintegration. Any Retainage Release will be ignored on invoices sent to Acumatica Cloud ERP, and that retainage must be released manually.
    • 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.

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.

See Also