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Procore

About the Project Financials + Sage Intacct® Connector

Overview

Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with Sage Intacct®.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + Sage Intacct® integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + Sage Intacct® integration, you can:

  • Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Sage Intacct®.
  • More efficient communication between Accounting and Project Management teams.

Feature Set Map


PROCORE PROJECT FINANCIALS
Exports data from Procore to Sage Intacct® Imports data from Sage Intacct® to Procore 
Sage Intacct®
STANDARD COST CODES
Standard Cost Type
  STANDARD COST CODES
Standard Categories
PROJECTS
Cost Codes
Cost Types
JOBS
Cost Codes
Categories
SUB JOBS tri-right-arrow-orange.png tri-left-arrow-green.png SUB JOBS
COMPANIES AP VENDORS
BUDGETS1 ESTIMATE
COMMITMENTS
Subcontracts & Purchase Orders
Commitment Change Orders (CCOs)
  PURCHASING
Subcontracts & Purchase Orders
Commitment Change Orders (CCOs)
COSTS
Committed Costs (Actual)
JTD Cost
  COSTS
Committed Costs (Invoiced)
JTD Cost

Includes Budget Modifications.

Integration Requirements

  • Prerequisites:
    • Subscribe to Web Services in Sage Intacct®
    • Subscribe to Construction in Sage Intacct®

Supported Features

Procore's current integration with Sage Intacct® includes the following features:

  • Synchronization of Sage Intacct® cost codes, cost types, and job costs between Sage Intacct® and Procore.
  • Create commitments and commitment change orders in Procore where each line item uses Sage Intacct® cost codes and cost types.
  • Export 'Approved' commitments (a.k.a., subcontracts and change orders) and subcontract change orders from Procore to Sage Intacct®.
  • Built-in approval workflows for commitments and commitment change orders where designated accountants can approve/reject them in Procore; approved commitments are pushed directly from Procore to your Sage Intacct® database.
  • Link a Sage Intacct® vendor and ID with a matching company in Procore's Directory tool.
  • Create a vendor in Sage Intacct® by exporting a company record from Procore.
  • Create a new company record in Procore by importing a vendor from Sage Intacct®. Insurance information must be managed and updated in Sage Intacct®
  • Create a new project in Procore by importing a Sage Intacct® job.
  • Create a new job in Sage Intacct® by exporting a Procore project. 
  • Import a Sage Intacct® estimate into the Budget tool on a Procore project. 
  • Import a Sage Intacct® sub job into Procore as a sub job.

Unsupported Features

The following features are not supported at the current time:

  • Integrate an active Procore project (i.e., that was created prior to the Procore account being integrated with Sage Intacct®).
  • Integrated owner invoices, subcontractor invoices, and related payments.
  • Import commitments from Sage Intacct® to a Procore project.
  • Prime Contract.
  • Owner Change Orders.

Common Questions

How often is data exchanged between Procore and Sage Intacct®?
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. 

Who can authorize what? 
Within Procore, any exports to Sage Intacct® must be approved by your company's designated accounting approver(s).

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

Sage Intacct® Detailed Data Mapping