About the Project Financials + Procore Vision Connector for Acumatica Cloud

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 2			VENDORS
PROJECTS			PROJECTS
COST TYPES			ACCOUNT GROUPS
BUDGETS 1 PROJECT TASKS SUB JOBS (OPTIONAL) COST CODES			COST BUDGETS PROJECT TASKS PROJECT TASKS & SUB JOBS COST CODES
BUDGET MODIFICATIONS			COST BUDGET CHANGE ORDERS
PRIME CONTRACTS			REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS			REVENUE BUDGET CHANGE ORDERS
PRIME CONTRACT INVOICES *Coming Soon*			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

¹ Budgets containing line items with $0 values can be exported from Procore to Procore Vision for Acumatica®.
² Import companies by type, including those without a specified company type from Procore Vision for Acumatica® to Procore.

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. 

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.

See Also

• Procore Vision for Acumatica®: Setup Guide
• Procore Vision for Acumatica® Detailed Data Mapping
• Things to Know about Procore Vision for Acumatica®: Integration Details Reference Page