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Procore

About the Project Financials + Acumatica® Connector

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 VENDORS
PROJECTS
SUB JOBS
PROJECTS
PROJECT TASKS
STANDARD COST CODES   COST CODES
COST TYPES   ACCOUNT GROUPS
BUDGETS COST BUDGETS
BUDGET MODIFICATIONS   COST BUDGET CHANGE ORDERS
PROJECT COST CODES/TYPES BUDGET COST CODES/ACCOUNT GROUP
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
  COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES   PAYABLES
SUBCONTRACT PAYMENTS ISSUED
FOR SYNCED SUBCONTRACTOR INVOICES
  PAID INVOICES
COSTS
COMMITTED COSTS
JTD COST
  COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

Supported Versions

  • Required Software:
    • Acumatica Cloud ERP Construction Edition
      • Supported: Current Version minus one

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.
  • 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.

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. 

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.

See Also

Acumatica Cloud ERP: Setup Guide