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 SUB JOBS |
|
|
PROJECTS PROJECT TASKS |
| PROJECT WBS CODES 1 | |
COST CODES | |
| 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 | |
| COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) |
|
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) |
|
| SUBCONTRACTOR INVOICES | |
PAYABLES | |
| 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 |
1 Custom WBS segments are NOT supported at this time.
Supported Versions
- Required Software:
- The following versions of Acumatica Cloud ERP Construction Edition are supported:
- 2024R1
- 2023R2
- 2023R1
- The following versions of Acumatica Cloud ERP Construction Edition are supported:
*Procore's validation of Acumatica Cloud ERP version 2024R1 is now complete. Support has ended for Acumatica Cloud ERP version 2022R2.
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 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 Acumatica Cloud ERP
- Purchase Order Invoices
- Prime Contract Invoices/payments
- Vendor Insurance
- 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.
- Project-Specific Cost Codes
-
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.