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Procore

About the Project Financials + Procore Vision Connector for Acumatica Cloud

 Coming Soon
Procore Vision for Acumatica® Cloud ERP is coming soon in 2025. Please reach out to your Procore point of contact for more information.

Overview

With the Project Financials integration for the Procore Vision 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 Vision for Acumatica®  Imports data from Procore Vision for Acumatica® to Procore
Procore Vision for Acumatica®
COMPANIES   erp-green-arrows.png VENDORS

PROJECTS

erp-orange-arrows.png  

PROJECTS

COST TYPES   erp-green-arrows.png ACCOUNT GROUPS
BUDGETS erp-orange-arrows.png   COST BUDGETS
BUDGET MODIFICATIONS erp-orange-arrows.png   COST BUDGET CHANGE ORDERS
PRIME CONTRACTS   erp-green-arrows.png REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   REVENUE BUDGET CHANGE ORDERS
PRIME CONTRACT INVOICES
*Coming Soon*
erp-orange-arrows.png   ACCOUNTS RECEIVABLE INVOICES
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES
SUBCONTRACTS & PURCHASE ORDERS
 
erp-orange-arrows.png   ACCOUNTS PAYABLE INVOICES
SUBCONTRACT PAYMENTS ISSUED
FOR SYNCED SUBCONTRACTOR INVOICES
erp-orange-arrows.png erp-green-arrows.png PAID INVOICES
COSTS
DIRECT COST
JTD COST
  erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

Supported Versions

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

*Procore's validation of Procore Vision for Acumatica® version 2024R2 is now complete. 

WHen do supported versions change?

When a new version of Procore Vision 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 Vision for Acumatica® 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 Procore Vision for Acumatica® integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore Vision for Acumatica® integration. Your company will have one (1) cost code list for use with all Procore Vision for Acumatica® -integrated projects.
    • Tax Categories
      Commitments, invoices and direct costs synced to or from Procore Vision for Acumatica® will NOT evaluate tax information. 
    • Materials Tracking
      Materials presently stored and related retainage is NOT supported with the Procore Vision for Acumatica®  integration. It is strongly recommended that materials tracking be disabled with the Procore Vision for Acumatica® integration.
    • Purchase Order Approvals in Procore Vision for Acumatica®
      Purchase Order approval in Procore Vision 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 Vision 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 Vision for Acumatica® Job Cost module required to integrate?
Yes. Procore requires the Procore Vision 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 Vision for Acumatica® support multiple branches?
Yes, multiple branches are supported.