Table of Contents
The purpose of this guide is to help you set up your Procore project so that it is synced with Acumatica Cloud ERP. We allow this to be completed in many different ways depending on the needs of your company. Before starting this process, you should determine this process with your accounting team:
To ensure that you use the process that best fits you, complete the steps on each page then select the option at the bottom to continue to the next steps that best fits the needs of your company. If you are unsure of which option is best for you reach out to your ERP Integration Implementation Specialist.
Where will the project be set up initially?
To start in Acumatica Cloud ERP, click here.
To start in Procore, click here.
Follow the steps to create a job in Acumatica Cloud ERP as described in the Acumatica Cloud ERP documentation. Once a job is created in Acumatica Cloud ERP, complete the steps below to import that job into Procore.
Does the Acumatica Cloud ERP Project have task IDs?
If yes, continue here.
If no, continue here.
Once the Acumatica Cloud ERP project is successfully imported into Procore, one placeholder project task will be exported to Acumatica Cloud ERP project. This is to fulfill the Acumatica Cloud ERP requirement that every project must have one task under which project cost codes are placed. It is important to note that this project task in Acumatica Cloud ERP must not be deleted or modified.
You can now add project cost codes to this project in either Procore or Acumatica Cloud ERP.
Congratulations, your project is now ready.
Once the Acumatica Cloud ERP project is successfully imported in to Procore, that project in Procore may or may have corresponding subjobs to import also. This depends on how that project was created in Acumatica Cloud ERP .
If the Empty Subjob setting is checked on the Acumatica Cloud ERP project's task's, then the Procore project will have no subjobs to import.
If the Empty Subjob setting is unchecked on the Acumatica Cloud ERP project's task, then subjobs relating to this project will be on the ERP > Subjobs > Ready to Import.
Congratulations, your project is now ready.
To create a job for export to Acumatica Cloud ERP, follow the steps described in Add a Procore Project to ERP. Once the project has been created, continue below based on how you would like Sub jobs to be handled.
Will the Procore project have Sub jobs?
If no, continue here.
If yes and you want to create Sub jobs in Procore, continue here.
If yes and you want to create Task IDs in Acumatica Cloud ERP, continue here.
The project is not exported into Acumatica Cloud ERP with one task ID. If you want to have more task IDs in the Acumatica Cloud ERP project after it's been exported from Procore, create the Acumatica Cloud ERP project tasks with empty subjob checked on all tasks.
Congratulations, your project is now ready.
After you've successfully export your Procore project to Acumatica Cloud ERP, you'll want to export the subjobs you've created on this project too. To do this, follow the steps below.
Repeat the steps above until all sub jobs have been exported. Congratulations, your project is now ready.
After you've synced the project between Procore and Acumatica Cloud ERP, you will need to sync the import in the tasks. To import tasks created in Acumatica Cloud ERP to Procore as sub jobs follow the steps below.
Continue until all sub jobs have been imported. Congratulations, your project is now ready.