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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 JOBS
SUB JOBS tri-right-arrow-orange.png SUB JOBS
VENDORS VENDORS
BUDGETS ESTIMATE
BUDGET MODIFICATIONS   REVISION
COMMITMENTS   COMMITMENTS
COMMITMENT CHANGE ORDERS   COMMITMENT CHANGE ORDERS
DIRECT COST
 
  JOB COSTS

SUBCONTRACTOR INVOICES

 

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 Job1
Project Name Job Name
Address Address 1
City City
State State
ZIP Zip
Cost Code2
Code
Description
Cost Code
Tasks
Description
Cost Type
Cost Code
Cost Type ID
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 Sub Job
Sub Job Description
Cost Code1
Code
Description
Cost Code
Task
Description
Cost Type
Cost Code
Cost Type ID
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

Vendor ID
Name Name
Address Address
City City
State State
ZIP Zip Code/ Post Code
Business Phone Primary Phone
Business Fax Fax
Email Address Email Address
Website 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 Original Estimate
Cost Code Cost Code
Cost Type 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   Job
Project Name   Job Name
From/To   Cost Code ID
From/To   Cost Code Name
From/To   Cost Type ID
From/To   Cost Type Name
Amount   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   Document Number
Commitment Type1   Transaction Type
Contract Company2   Vendor
Date Created   Date
Title   Message
Default Retainage   Default Retainage Percentage
Commitment Item (Purchase Orders)     Commitment Item
Item ID3    
Qty   Quantity
UOM   Unit
Unit Cost   Price
Contract Amount or Subtotal   Amount
Commitment Item (Subcontracts)     Commitment Item
Item ID3    
Sage Job ID   Project
Cost Code   Tasks
Type   Cost Type
UOM4   Unit
Unit Cost4   Price
Contract Amount or Subtotal   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   Message
System Date at Time of Export   Date
Change Order Number   External Reference No
Commitment Change Order Item
(Purchase Order or Unit/Quantity Based Subcontract)
    Commitment Change Order Item
Item ID1      
Qty   Unit
Contract Amount or Subtotal   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   Item ID
Qty2   Quantity
Unit Cost2   Unit Cost
UOM2   Unit
Contract Amount or Subtotal3   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   JTD Cost
Direct Costs   JTD Cost - Commitment Invoiced1
Job Costs Report      
Cost Code   Cost Code
Cost Type   Cost Type
Commitment Invoiced   Commitment Invoiced
Job to Date Cost   JTD Cost
Job to Date Dollars Paid   JTD Dollars Paid
Month to Date Cost   MTD Cost
Month to Date Dollars Paid   MTD Dollars Paid

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