Skip to main content
Procore

Project Financials + CMiC Connector

Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.

Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.

There are no items that match your search query.

Job Setup

diagram_erp-cmic_job-setup.png

Sub Job Setup

diagram_erp-generic_sub-job-setup-no-export.png

 

Create and Export Commitments

diagram_erp-generic_create-and-export-commitments.png

Create and Export CCOs

diagram_erp-generic_create-and-export-commitment-change-orders.png

Create and Sync Vendors

diagram_erp-generic_create-and-sync-vendors.png

Export Subcontractor Invoices

diagram_erp-generic_create-and-export-subcontractor-invoices.png

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Owner Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Budget for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a CCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Commitment for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Company for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a PCCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Project for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Sub Job for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Add a Procore Project to your ERP System

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Company to the Procore Company Directory

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Job to Procore

 Web

      icon-mindtouch-table-check.png  

Archive an ERP Company in Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign Default Cost Types To ERP Standard Cost Codes

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: ERP Integrations

 Web

      icon-mindtouch-table-check.png  

Configure the Sync Schedule for your ERP Integration

 Web

      icon-mindtouch-table-check.png  

Enable or Disable ERP Direct Exports

 Web

      icon-mindtouch-table-check.png  

Import a Budget from ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import a Prime Contract from an Integrated ERP System into Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import an ERP Sub Job to a Procore Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Link ERP Companies to Procore Companies

 Web

      icon-mindtouch-table-check.png  

Refresh the Companies List for ERP

 Web

      icon-mindtouch-table-check.png  

Refresh the Cost Codes on an ERP Integrated Project

 Web

      icon-mindtouch-table-check.png  

Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Sync Paid Invoice Notifications from ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Unlink CCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Commitments Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Owner Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink PCCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Subcontractor Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink a Company Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a List of Synced Sub Jobs

 Web

   

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

      icon-mindtouch-table-check.png  

View an ERP Job Costs Report

 Web

     

icon-mindtouch-table-check.png

  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

 

 

Below are the notable changes to the Procore + CMiC integration.

Recent Changes

CMiC now supports linking one Procore comapny to multiple CMiC companies. Reach out to your Procore point of contact to enable this feature. 

Billing Amount now included when exporting budget and budget changes from Procore to CMiC (06/06/2024)

Previously, only the budget amount was populated by default, but now the billing amount can be included when exporting from Procore to CMiC. Reach out to your Procore point of contact to enable this feature.

direct cost SOV description details now imported from CMiC to procore (05/28/2024)

You can now view the description details associated with your Direct Costs Schedule of Values line items to help save time when seeking additional job costs information. To learn more, view CMiC Detailed Data Mapping.

exclude cost codes when importing from CMiC to procore (05/28/2024)

You now have the option to filter out unnecessary cost codes from your Standard Cost Code list when importing cost codes from CMiC to Procore. Reach out to your Procore point of contact to enable this feature.

reference date field now an option when importing job cost transaction details from CMiC to procore (05/17/2024)

You can now choose whether the 'Reference Date' or 'Post Date' is imported to Procore from CMiC for the 'Date' field in the Direct Cost tool. Reach out to your Procore point of contact to enable this feature.

billing date field now available when exporting invoices to CMiC (03/13/2024)

'Billing Date' now replaces the 'Current Date' field when exporting invoices from Procore to CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping

direct cost transactions now available for import from CMiC to procore (03/05/2024)

You can now import direct cost transactions from CMiC to Procore. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

commitment numbers Now match in procore and CMiC (02/06/2024}}

A process has been created to make sure commitment numbers match in both Procore and CMiC. To learn more, view CMiC Detailed Data Mapping.

NEW configurable PCI Type AVAILABLE FOR ORIGINAL BUDGET AMOUNTS AND ORIGINAL BUDGET CHANGES IN CMiC (01/10/2024)

A new PCI type has been created for all original budget amounts and original budget changes. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

new configurable PCI type Now available for forecast amounts in CMiC (01/09/2024)

A new PCI type has been created for forecast amounts to provide users with an audit trail when forecasts are created in CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.