Procore Pay and ERP: Detailed Data Mapping
General Availability in Select Markets (United States)
Procore Pay 
with payments powered by Goldman Sachs Transaction Banking (TxB)* is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.Overview
Users who license Procore Pay can sync payment records from Procore Pay to an integrated ERP system. See the table for your integration below to learn which fields in a payment record sync to a corresponding field in your ERP system.
Tip
When configuring your ERP export settings, you can enable the 'Override Subcontractor Invoice Number' setting to ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system.Sage Intacct®
PROCORE |
Exports data from Procore to Sage Intacct® | Imports data from Sage Intacct® to Procore |
Sage Intacct® |
|---|---|---|---|
| Payment Status |  |
Payment Status 1 | |
| Amount | |
 |
Payment Txn Amount |
| Date Payment Funded | |
|
Payment Date |
| Payment Method | |
|
Payment Method |
| Bank ID | |
Checking Account ID | |
| Check Number | |
|
Document or Check No. |
| Vendor ID | |
|
Vendor ID |
| Invoice No. | |
Invoice No. |
1 Payments in Sage Intacct® must be in an 'Approved' status before they can be imported into Procore.
QuickBooks® Online
PROCORE |
Exports data from Procore to QuickBooks® Online | Imports data from QuickBooks® Online to Procore |
QuickBooks® Online |
|---|---|---|---|
| Paid Amount | |
|
Amount Paid |
| Date Payment Funded | |
|
Payment Date |
| ACH | |
Check 1 | |
| Bank ID | |
Appears in 'Bank Register' URL string in QuickBooks® Online | |
| Check Number | |
|
Ref No. |
1 When importing a payment record with a payment method of 'Check' from QuickBooks® Online, the payment record in Procore will be marked as 'Check'.
QuickBooks® Desktop
PROCORE |
Exports data from Procore to QuickBooks® Desktop | Imports data from QuickBooks® Desktop to Procore |
QuickBooks® Desktop |
|---|---|---|---|
| Paid Amount | |
|
Amount Paid |
| Date Payment Funded | |
|
Date |
| Check Number | |
|
No. |
| Bank ID | |
Bank Account |
Sage 300 CRE®
Important
For Sage 300 CRE® users, the synchronization process will achieve different results than other connectors due to technical requirements and limitations.
The connector will automate the "select invoices to pay" function in Sage AP, allowing users to easily identify the invoices paid in Procore Pay and include them in a check run that prints to file, or non-check stock. The invoice code fields in Sage 300 CRE® will store data on the invoices that were paid, and the payment process can automatically pull in those invoices, eliminating the need for users to manually select them.
Requirements:
- Minimum web client version: Site build 420
- Minimum HH2 sync client version: Sync client build 584
PROCORE |
Exports data from Procore to Sage 300 CRE® | Imports data from Sage 300 CRE® to Procore |
Sage 300 CRE® |
|---|---|---|---|
| "PROCOREPAY" | |
Invoice Code 1 | |
| Check Number | |
Invoice Code 2 |
Viewpoint® Vista™
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore |
Viewpoint® Vista™ |
|---|---|---|---|
| Payment Status | |
|
Payment Status |
| Amount | |
|
Payment Txn Amount |
| Date Payment Funded | |
|
Payment Date |
| Payment Method | |
|
Payment Method |
| Bank ID | |
Account | |
| Check Number | |
|
Document or Check No. |
| Company | |
Vendor ID |