About the Project Financials + Acumatica® Connector

Overview

With the Project Financials integration for the Acumatica Cloud ERP Connector, you can:

Exchange information between systems to provide your project team with access to data from a single source-of-truth.
Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
Improve decision-making with access to the most up-to-date data available.
Streamline communication and information-sharing between your back-office and operational teams.

Feature Set Map

PROCORE	Exports data from Procore to Acumatica Cloud ERP	Imports data from Acumatica Cloud ERP to Procore	Acumatica Cloud ERP
COMPANIES			VENDORS
PROJECTS			PROJECTS
COST TYPES			ACCOUNT GROUPS
BUDGETS			COST BUDGETS
BUDGET MODIFICATIONS			COST BUDGET CHANGE ORDERS
PRIME CONTRACTS			REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS			REVENUE BUDGET CHANGE ORDERS
PRIME CONTRACT INVOICES			ACCOUNTS RECEIVABLE INVOICES
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES SUBCONTRACTS & PURCHASE ORDERS			ACCOUNTS PAYABLE INVOICES
SUBCONTRACT PAYMENTS ISSUED FOR SYNCED SUBCONTRACTOR INVOICES			PAID INVOICES
COSTS DIRECT COST JTD COST			COSTS TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

Supported Versions

Required Software:
- The following versions of Acumatica Cloud ERP Construction Edition are supported:
  - 2024R1
  - 2023R2

*Procore's validation of Acumatica Cloud ERP version 2024R1 is now complete.

WHen do supported versions change?

When a new version of Acumatica Cloud ERP Construction Edition is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Acumatica Cloud ERP version 2023R2, version 2022R1 will no longer be supported for use with the integration.

Unsupported Features

Designed for use only on new construction jobs/projects:
Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
The Acumatica Cloud ERP integration does NOT support the following items:
- Project-Specific Cost Codes
  Project-specific cost codes are NOT supported with the Procore + Acumatica Cloud ERP integration. Your company will have one (1) cost code list for use with all Acumatica Cloud ERP-integrated projects.
- Tax Categories
  Commitments, invoices and direct costs synced to or from Acumatica Cloud ERP will NOT evaluate tax information.
- Materials Tracking
  Materials presently stored and related retainage is NOT supported with the Procore + Acumatica Cloud ERP integration. It is strongly recommended that materials tracking be disabled with the Procore + Acumatica Cloud ERP integration.
- Purchase Order Approvals in Acumatica Cloud ERP
  Purchase Order approval in Acumatica Cloud ERP must be disabled in order for purchase orders to export from Procore.
Payment retrieval is only supported for US customers currently. Taxes on Subcontractor invoices are not supported.

Common Questions

How often is data exchanged between Procore and Acumatica Cloud ERP?
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. In addition to on-demand imports, there is an automatic nightly import of data.

Is Acumatica Cloud ERP’s Job Cost module required to integrate?
Yes. Procore requires the Acumatica Cloud ERP Job Cost module.

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.

Does the Project Financials integration for the Acumatica Cloud ERP Connector support multiple branches?
Yes, multiple branches are supported.