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Procore

Sage Intacct Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
PROJECTS tri-right-arrow-orange.png tri-left-arrow-green.png JOBS
SUB JOBS tri-right-arrow-orange.png tri-left-arrow-green.png SUB JOBS
VENDORS tri-right-arrow-orange.png tri-left-arrow-green.png VENDORS
BUDGETS tri-right-arrow-orange.png tri-left-arrow-green.png ESTIMATE
BUDGET MODIFICATIONS tri-right-arrow-orange.png   REVISION
COMMITMENTS tri-right-arrow-orange.png   COMMITMENTS
COMMITMENT CHANGE ORDERS tri-right-arrow-orange.png   COMMITMENT CHANGE ORDERS
DIRECT COST
 
  tri-left-arrow-green.png JOB COSTS

SUBCONTRACTOR INVOICES

tri-right-arrow-orange.png  

BILLS

 

 

Projects/Jobs

When a Project is exported from Procore to Sage Intacct®, an import file is created for the Job Cost module. This import file is then run on the Sage Intacct® server automatically to create the Job record in Sage Intacct®. This import file contains 3 types of records.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Sage Job ID tri-right-arrow-orange.png tri-left-arrow-green.png Job1
Project Name tri-right-arrow-orange.png tri-left-arrow-green.png Job Name
Address tri-right-arrow-orange.png tri-left-arrow-green.png Address 1
City tri-right-arrow-orange.png tri-left-arrow-green.png City
State tri-right-arrow-orange.png tri-left-arrow-green.png State
ZIP tri-right-arrow-orange.png tri-left-arrow-green.png Zip
Cost Code2
Code
Description
tri-right-arrow-orange.png tri-left-arrow-green.png Cost Code
Tasks
Description
Cost Type
Cost Code
Cost Type ID
tri-right-arrow-orange.png tri-left-arrow-green.png Cost Type
Cost Code
Cost Types
Start Date tri-right-arrow-orange.png tri-left-arrow-green.png Begin Date
Completion Date tri-right-arrow-orange.png tri-left-arrow-green.png End Date

1 Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage Intacct®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Sage Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Sage Intacct®, the job ID will automatically populate in the project number field.

2 Both Standard and Project specific cost codes, which can be created in Sage Intacct® ,are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue.

Sub Jobs


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Code tri-right-arrow-orange.png tri-left-arrow-green.png Sub Job
Sub Job tri-right-arrow-orange.png tri-left-arrow-green.png Description
Cost Code1
Code
Description
tri-right-arrow-orange.png tri-left-arrow-green.png Cost Code
Task
Description
Cost Type
Cost Code
Cost Type ID
tri-right-arrow-orange.png tri-left-arrow-green.png Cost Type
Task
Cost Types

1 Both Standard and Project specific cost codes (which can be created in Sage Intacct® manually under Setup in Cost Codes) are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue.

Vendors


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®

ERP Vendor ID1

tri-right-arrow-orange.png tri-left-arrow-green.png Vendor ID
Name tri-right-arrow-orange.png tri-left-arrow-green.png Name
Address tri-right-arrow-orange.png tri-left-arrow-green.png Address
City tri-right-arrow-orange.png tri-left-arrow-green.png City
State tri-right-arrow-orange.png tri-left-arrow-green.png State
ZIP tri-right-arrow-orange.png tri-left-arrow-green.png Zip Code/ Post Code
Business Phone tri-right-arrow-orange.png tri-left-arrow-green.png Primary Phone
Business Fax tri-right-arrow-orange.png tri-left-arrow-green.png Fax
Email Address tri-right-arrow-orange.png tri-left-arrow-green.png Email Address
Website tri-right-arrow-orange.png tri-left-arrow-green.png URL

1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage Intacct®. 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

When a Budget is exported from Procore to Sage Intacct®, as the Workflow type Orignal.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Original Budget tri-right-arrow-orange.png tri-left-arrow-green.png Original Estimate
Cost Code tri-right-arrow-orange.png tri-left-arrow-green.png Cost Code
Cost Type tri-right-arrow-orange.png tri-left-arrow-green.png Cost Type

Budget Modifications

When a Budget Modification is exported from Procore to Sage Intacct®, as the Workflow type Revision.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Project tri-right-arrow-orange.png   Job
Project Name tri-right-arrow-orange.png   Job Name
From/To tri-right-arrow-orange.png   Cost Code ID
From/To tri-right-arrow-orange.png   Cost Code Name
From/To tri-right-arrow-orange.png   Cost Type ID
From/To tri-right-arrow-orange.png   Cost Type Name
Amount tri-right-arrow-orange.png   Transfer Amount

 

Commitments


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Commitment Header     Commitment Header
External ID tri-right-arrow-orange.png   Document Number
Commitment Type1 tri-right-arrow-orange.png   Transaction Type
Contract Company2 tri-right-arrow-orange.png   Vendor
Date Created tri-right-arrow-orange.png   Date
Title tri-right-arrow-orange.png   Message
Default Retainage tri-right-arrow-orange.png   Default Retainage Percentage
Commitment Item (Purchase Orders)     Commitment Item
Item ID3 tri-right-arrow-orange.png    
Qty tri-right-arrow-orange.png   Quantity
UOM tri-right-arrow-orange.png   Unit
Unit Cost tri-right-arrow-orange.png   Price
Contract Amount or Subtotal tri-right-arrow-orange.png   Amount
Commitment Item (Subcontracts)     Commitment Item
Item ID3 tri-right-arrow-orange.png    
Sage Job ID tri-right-arrow-orange.png   Project
Cost Code tri-right-arrow-orange.png   Tasks
Type tri-right-arrow-orange.png   Cost Type
UOM4 tri-right-arrow-orange.png   Unit
Unit Cost4 tri-right-arrow-orange.png   Price
Contract Amount or Subtotal tri-right-arrow-orange.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 Sage Intacct®.

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

3 This field gets pulled from the Cost Type.

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

Commitment Change Orders

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 Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Commitment Change Order Header     Commitment Change Order Header
Title tri-right-arrow-orange.png   Message
System Date at Time of Export tri-right-arrow-orange.png   Date
Change Order Number tri-right-arrow-orange.png   External Reference No
Commitment Change Order Item
(Purchase Order or Unit/Quantity Based Subcontract)
    Commitment Change Order Item
Item ID1      
Qty tri-right-arrow-orange.png   Unit
Contract Amount or Subtotal tri-right-arrow-orange.png   Extended Price
Commitment Change Order Item
(When New Line Item is Selected Entering the SOV on the CCO)
    Commitment Change Order Item
Sage Intacct® ID tri-right-arrow-orange.png   Item ID
Qty2 tri-right-arrow-orange.png   Quantity
Unit Cost2 tri-right-arrow-orange.png   Unit Cost
UOM2 tri-right-arrow-orange.png   Unit
Contract Amount or Subtotal3 tri-right-arrow-orange.png   Extended Price

1 This field gets 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 Sage Intacct® only. Cost information is retrieved from Sage Intacct® for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Budget      
JTD Cost   tri-left-arrow-green.png JTD Cost
Direct Costs   tri-left-arrow-green.png JTD Cost - Commitment Invoiced1
Job Costs Report      
Cost Code   tri-left-arrow-green.png Cost Code
Cost Type   tri-left-arrow-green.png Cost Type
Commitment Invoiced   tri-left-arrow-green.png Commitment Invoiced
Job to Date Cost   tri-left-arrow-green.png JTD Cost
Job to Date Dollars Paid   tri-left-arrow-green.png JTD Dollars Paid
Month to Date Cost   tri-left-arrow-green.png MTD Cost
Month to Date Dollars Paid   tri-left-arrow-green.png MTD Dollars Paid

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

Subcontractor Invoices


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
      Header
Contract Company tri-right-arrow-orange.png   Vendor
ERP ID1 tri-right-arrow-orange.png   Bill Number
Description2 tri-right-arrow-orange.png   Description
Billing Date tri-right-arrow-orange.png   Invoice Date
Total Completed and Stored to Date tri-right-arrow-orange.png   Original Amount
Total Retainage tri-right-arrow-orange.png   Amount Retained
Accounting Date3 tri-right-arrow-orange.png   Acct Date
      Distributions
Project # tri-right-arrow-orange.png   Job
Cost Code tri-right-arrow-orange.png   Cost Code
Budget Code tri-right-arrow-orange.png   Cost Type
Work Completed this Period tri-right-arrow-orange.png   Amount
Work Retainage tri-right-arrow-orange.png   Amount Retained

1 The Invoice Number from the Subcontractor Invoice entered in Procore will prefill into the ERP ID field on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices, however the accounting approver can modify this before the Invoice is exported from Procore to Sage Intacct®. The value that was entered in the ERP ID field at the time of export is stored as the Sage Intacct® ID (you can view it in the Synced section under in the ERP Integrations tool under  Subcontractor Invoices).

The description for an invoice that will be created in Sage Intacct® 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 Sage Intacct®. 

3 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.