About the Project Financials + Procore Edge Connector for Acumatica® Cloud ERP

Overview

With the Project Financials integration for the Procore Edge for Acumatica®, 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 Procore Edge for Acumatica®	Imports data from Procore Edge for Acumatica® to Procore	Procore Edge for Acumatica®
COMPANIES ⁴			VENDORS
PROJECTS SUB JOBS			PROJECTS PROJECT TASKS
PROJECT WBS CODES ¹			COST CODES
COST TYPES STANDARD COST CODES			ACCOUNT GROUPS STANDARD COST CODES
BUDGETS ³ SUB JOB/CUSTOM SEGMENT (TASK) PROJECT COST CODE PROJECT COST TYPE			COST BUDGETS PROJECT TASK COST CODE ACCOUNT GROUP
BUDGET MODIFICATIONS			COST BUDGET CHANGE ORDERS
PRIME CONTRACTS			REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS			REVENUE BUDGET CHANGE ORDERS
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES			PAYABLES
SUBCONTRACT PAYMENTS ISSUED² FOR SYNCED SUBCONTRACTOR INVOICES			PAID INVOICES
COSTS DIRECT COST JTD COST			COSTS TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

¹Custom WBS segments are NOT supported at this time.
²Import of subcontractor payment records from Procore Edge for Acumatica® is only supported in US Editions.
³Budgets containing line items with $0 values can be exported from Procore to Procore Edge for Acumatica®.
⁴Import companies by type, including those without a specified company type from Procore Edge for Acumatica® to Procore.

Supported Versions

Required Software:
- The following versions of Procore Edge for Acumatica® Construction Edition are supported:
  - 2024R2
  - 2024R1
  - 2023R2

*Procore's validation of Procore Edge for Acumatica® version 2024R2 is now complete. Support has ended for Procore Edge for Acumatica® version 2023R1.

WHen do supported versions change?

When a new version of Procore Edge for Acumatica® 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 Procore Edge for Acumatica® version 2022R2, version 2021R1 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.
Data from these Procore tools and items do NOT sync with Procore Edge for Acumatica®
- Purchase Order Invoices
- Prime Contract Invoices/payments
- Vendor Insurance
The Procore Edge for Acumatica® integration does NOT support the following items:
- Project-Specific Cost Codes
  Project-specific cost codes are NOT supported with the Procore + Procore Edge for Acumatica® integration. Your company will have one (1) cost code list for use with all Procore Edge for Acumatica®-integrated projects.
- Tax Categories
  Commitments, invoices and direct costs synced to or from Procore Edge for Acumatica® will NOT evaluate tax information.
- Materials Tracking
  Materials presently stored and related retainage is NOT supported with the Procore + Procore Edge for Acumatica® integration. It is strongly recommended that materials tracking be disabled with the Procore + Procore Edge for Acumatica® integration.
- Purchase Order Approvals in Procore Edge for Acumatica®
  Purchase Order approval in Procore Edge for Acumatica® 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 Procore Edge for Acumatica®?
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 Procore Edge for Acumatica®’s Job Cost module required to integrate?
Yes. Procore requires the Procore Edge for Acumatica® 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 Procore Edge for Acumatica® Connector support multiple branches?
Yes, multiple branches are supported.