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Procore

CMiC Detailed Data Mapping

 

Overview


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
COMPANY LEVEL WBS CODES 1,2
COST CODES & COST TYPES
  erp-green-arrows.png MASTER COST CODES & CATEGORIES

PROJECT WBS CODES 1,2
COST CODES & COST TYPES

erp-orange-arrows.png erp-green-arrows.png COST CODES & CATEGORIES

COMPANIES

erp-orange-arrows.png erp-green-arrows.png

BUSINESS PARTNERS/VENDORS

PROJECTS

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CONTROL JOBS

SUB JOBS

  erp-green-arrows.png

JOBS

BUDGET

erp-orange-arrows.png erp-green-arrows.png

BUDGETED COST AMOUNT

BUDGET MODIFICATIONS (LEGACY) 
OR
BUDGET CHANGES (NEW)
erp-orange-arrows.png   POTENTIAL CHANGE ITEM (PCI)
COST FORECAST DATA 3 erp-orange-arrows.png   PROJECTED COST

COMMITMENTS

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SUBCONTRACTS

COMMITMENT CHANGE ORDERS

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SUBCONTRACT CHANGE ORDERS

SUBCONTRACTOR INVOICES

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REQUEST FOR PAYMENT

PRIME CONTRACT

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PRIME CONTRACT

PRIME CONTRACT CHANGE ORDERS

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POTENTIAL CHANGE ITEM (PCI)

JOB-TO-DATE COSTS

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JOB COSTS

Custom WBS segments are NOT supported at this time
Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
Exports the ‘Estimated Cost at Completion' and ‘Forecast to Complete' values from a Procore budget to CMiC

 

Projects/Jobs

Exporting a Procore project to CMiC creates a 'project' in CMiC, but not a 'job'. You must create a job manually in CMiC after exporting your Procore project through the integration.


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
CMIC ID erp-orange-arrows.png erp-green-arrows.png Project Code
Project Name erp-orange-arrows.png erp-green-arrows.png Project Name
Address erp-orange-arrows.png erp-green-arrows.png Address 1
City erp-orange-arrows.png erp-green-arrows.png City
State erp-orange-arrows.png erp-green-arrows.png State
ZIP erp-orange-arrows.png erp-green-arrows.png Zip
Cost Code1,2
Code/Description
  erp-green-arrows.png Cost Code
Code/Description
Cost Type
Code/Description
  erp-green-arrows.png Category
Code/Description
Start Date erp-orange-arrows.png erp-green-arrows.png Begin Date
Completion Date erp-orange-arrows.png erp-green-arrows.png End Date

Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
Cost codes added to a job in CMiC after the job is synced with Procore can be added to the project in Procore by clicking 'Refresh Cost Codes' in the Project level Admin tool's Work Breakdown Structure (WBS) cost code section.

Sub Jobs


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Sub Job Code   erp-green-arrows.png Project Code
Sub Job Name   erp-green-arrows.png Project Name
Cost Code
 
erp-orange-arrows.png erp-green-arrows.png Cost Code
 
Cost Type
 
erp-orange-arrows.png erp-green-arrows.png Category
 

Vendors

When Companies in Procore are exported to CMiC they will create a Business Partner and Vendor record. Below is a table that displays the field mapping between these records. 


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC

ERP Vendor ID1

erp-orange-arrows.png erp-green-arrows.png Vendor Code/Business Partner Code
Name erp-orange-arrows.png erp-green-arrows.png Vendor Name/Business Partner Code
Address erp-orange-arrows.png erp-green-arrows.png Street/Address
City erp-orange-arrows.png erp-green-arrows.png City
State erp-orange-arrows.png erp-green-arrows.png State/Province
ZIP erp-orange-arrows.png erp-green-arrows.png Zip/Post Code
Business Phone erp-orange-arrows.png erp-green-arrows.png Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png E-mail
Website erp-orange-arrows.png erp-green-arrows.png Web Site

1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to CMiC. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool  under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

Original Budget Amounts/Pending Original Budget edits are exported to CMiC as a PCI Type. The PCI will export over with an "Approved" status and will need to be posted in CMiC.


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Original Budget erp-orange-arrows.png erp-green-arrows.png Original Estimate
Cost Code 1 erp-orange-arrows.png erp-green-arrows.png Cost Code
Cost Type 1 erp-orange-arrows.png erp-green-arrows.png Categories

 To sync previously unused project level cost codes to CMiC, you must add a cost budget line item to the Budget in Procore using that code. Syncing is automatic following addtion of cost budget line items.

Budget Modifications (Legacy)

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see About Budget Changes.


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Project erp-orange-arrows.png   Job
Project Number erp-orange-arrows.png   PCI No.
Project Name erp-orange-arrows.png   Description
Project Description erp-orange-arrows.png   Scope Description
Project Name erp-orange-arrows.png   Job Name
From/To erp-orange-arrows.png   Cost Code ID
From/To erp-orange-arrows.png   Cost Code Name
From/To erp-orange-arrows.png   Cost Type ID
From/To erp-orange-arrows.png   Cost Type Name
Amount erp-orange-arrows.png   Transfer Amount

Budget Changes (New)


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Project erp-orange-arrows.png   Job
Budget Change Number erp-orange-arrows.png   PCI No.
Status erp-orange-arrows.png   Status
Date erp-orange-arrows.png   Date
Project Name erp-orange-arrows.png   Job Name
From/To erp-orange-arrows.png   Cost Code ID
From/To erp-orange-arrows.png   Cost Code Name
From/To erp-orange-arrows.png   Cost Type ID
From/To erp-orange-arrows.png   Cost Type Name
Amount erp-orange-arrows.png   Transfer Amount

Forecasting/Projections


PROCORE
Exports data from Procore to CMiC Imports data from CMiC to Procore

CMiC

Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Estimated Cost at Completion 1 erp-orange-arrows.png   Projected Cost

To export Estimated Cost at Completion values you must first enable the feature. See How do I export cost forecast data from a Procore budget to ERP?

Commitments


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Commitment Header     Commitment Header
Contract # erp-orange-arrows.png   Contract Number
Commitment Type1 erp-orange-arrows.png   Contract Type
Contract Company2 erp-orange-arrows.png   Vendor
Date Created erp-orange-arrows.png   Date
Title erp-orange-arrows.png   Description
Default Retainage erp-orange-arrows.png   Default Retainage Percentage
Description erp-orange-arrows.png   Scope of Work
Commitment Item (Purchase Orders)     Commitment Item
Qty erp-orange-arrows.png   Quantity
UOM erp-orange-arrows.png   WM
Unit Cost erp-orange-arrows.png   Rate
Contract Amount or Subtotal erp-orange-arrows.png   Amount
Commitment Item (Subcontracts)     Commitment Item
Job ID erp-orange-arrows.png   Job ID
Line Item Description erp-orange-arrows.png   Task Description
Cost Code erp-orange-arrows.png   Cost Code
Type erp-orange-arrows.png   Category
UOM4 erp-orange-arrows.png   WM
Unit Cost4 erp-orange-arrows.png   Rate
Contract Amount or Subtotal erp-orange-arrows.png   Amount

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 CMiC.

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

4 Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Schedule Of Values.

Commitment Change Orders

To sync a CCO, the Commitment has to be synced to CMiC first. The CCO will export to the Subcontract/PO and will need to be posted once it successfully exports to CMiC. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item or entering a new line item.


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Commitment Change Order Header     Commitment Change Order Header
Title erp-orange-arrows.png   Description
System Date at Time of Export erp-orange-arrows.png   Invoice Date in CMiC
Change Order Number erp-orange-arrows.png   Contract No
Status erp-orange-arrows.png   Pending
Description erp-orange-arrows.png   Scope of Work
Commitment Change Order Item
(Purchase Order or Unit/Quantity Based Subcontract)
    Commitment Change Order Item
Item ID1      
Qty erp-orange-arrows.png   Unit
Contract Amount or Subtotal erp-orange-arrows.png   Extended Price
Commitment Change Order Item
(When New Line Item is Selected Entering the SOV on the CCO)
    Commitment Change Order Item
CMiC ID erp-orange-arrows.png   Item ID
Qty2 erp-orange-arrows.png   Unit
Unit Cost2 erp-orange-arrows.png   Rate
UOM2 erp-orange-arrows.png   WM
Contract Amount or Subtotal3 erp-orange-arrows.png   Extended Price

1 This field is pulled from the Cost Type.

2Typically Quantity, Units and Unit Cost are only used on Purchase Orders.

3The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Job Costs

Import from CMiC only. Cost information is retrieved from CMiC for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Job Cost information can be synced in either the ERP Integrations tool under the Job Costs sub-tab or within the Project Admin tool under Work Breakdown Structure, within Cost Codes there is a "Refresh Cost Codes" button. 


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Budget      
JTD Cost   erp-green-arrows.png JTD Cost
Direct Costs   erp-green-arrows.png JTD Cost - Commitment Invoiced1
Job Costs Report      
Cost Code   erp-green-arrows.png Cost Code
Cat.   erp-green-arrows.png Cost Type
Original Budget   erp-green-arrows.png Original Budget
Commitment Invoiced   erp-green-arrows.png Commitment Invoiced
Job-to-Date Cost   erp-green-arrows.png JTD Cost

1This is a calculated column that displays the difference between the two database fields in CMiC.

Job Cost Transaction Details 

Import from CMiC only. If the feature is enabled, all posted “Actual” cost transaction details from the Job Costing Transaction Record in CMiC 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 CMiC  Imports data from CMiC  to Procore
CMiC
Direct Cost Type     Cost Type

Invoice 

  erp-green-arrows.png Journal Code Mapping1
Expense   erp-green-arrows.png Journal Code Mapping1
Subcontractor Invoice   erp-green-arrows.png Journal Code Mapping1
Payroll   erp-green-arrows.png Journal Code Mapping1
Date   erp-green-arrows.png Reference Date or Post Date2
Vendor   erp-green-arrows.png Source Code
Received Date   erp-green-arrows.png Post Date
Invoice #   erp-green-arrows.png Invoice #
Status   erp-green-arrows.png Approved
Description   erp-green-arrows.png Source Description
Budget Code    erp-green-arrows.png Cost Code 
Cost Type   erp-green-arrows.png Category
Qty   erp-green-arrows.png Quantity
UOM   erp-green-arrows.png WM
Unit Cost   erp-green-arrows.png Unit Cost
Amount   erp-green-arrows.png Amount

1Cross reference table created to map Journal Codes from the Transaction Record to proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.

2Client can choose whether “Reference Date” or “Post Date” will be pulled into Procore from CMiC for the “Date” field in the Direct Cost Tool.

Subcontractor Invoices

PROCORE

Exports data from Procore to CMiC 

Imports data from CMiC  to Procore

CMiC

Subcontractor Invoice     Invoice Header

Contract Company

erp-orange-arrows.png  

Vendor Name

ERP ID

erp-orange-arrows.png  

Invoice Code

Description1

erp-orange-arrows.png  

Description

Total Completed and Stored to Date

erp-orange-arrows.png  

Original Invoice Amount

Total Retainage

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Retainage Amt

Billing Date erp-orange-arrows.png   Invoice Date
Billing Date + 30 Days erp-orange-arrows.png   Due Date

Accounting Date2

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Posting Date

      Distributions

Commitment #

erp-orange-arrows.png  

Contract

Project #

erp-orange-arrows.png  

Job/EQP/WO

Sub Job #

erp-orange-arrows.png  

Job/EQP/WO

Cost Code

erp-orange-arrows.png  

Phase/Component/WI

Category

erp-orange-arrows.png  

Cat/Component/WI

Description of Work

erp-orange-arrows.png  

Description

Work Completed this Period

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Amount

Work Retainage

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Retainage

The description for an invoice that will be created in CMiC can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in CMiC. 

2  This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.

Prime Contracts


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
Prime Contract     Job/Contract/Budget
Title   erp-green-arrows.png Job Code + Prime Contract
#   erp-green-arrows.png Job #
Status   erp-green-arrows.png Approved
Description   erp-green-arrows.png Job Code + Message
Original Contract Amount   erp-green-arrows.png Total Budgeted Revenue Amount
Prime Contract Schedule of Values     Contract/Enter Budget
Budget Code (Cost Code)   erp-green-arrows.png Cost Code
Budget Code (Cost Type)   erp-green-arrows.png Category
Description   erp-green-arrows.png Cost Code Description
Amount   erp-green-arrows.png Budgeted Revenue Amount
       

Prime Contract Change Orders


PROCORE
Exports data from Procore to CMiC  Imports data from CMiC  to Procore
CMiC
PCCO     PCI
Project Number erp-orange-arrows.png   Job Code
Title erp-orange-arrows.png   Name
Transaction Date erp-orange-arrows.png   Reference Date
PCCO Number erp-orange-arrows.png   PCI Code
Description erp-orange-arrows.png   Scope Description
Amount erp-orange-arrows.png   Bill Amount
Cost Code erp-orange-arrows.png   Code
Unit of Measurement erp-orange-arrows.png   Budget WM Code
Line Item Type erp-orange-arrows.png   Category Code
Ext Amount erp-orange-arrows.png   Budget Amount