Project Financials + Jobpac™ Connector

Overview

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.

Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and variations.
Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Jobpac™.
More efficient communication between Accounting and Project Management teams.
Easy and instant access to Jobpac™ Job Cost report by the Project Management team.

Prerequisites

Subscriptions and Licensing
- Jobpac™ API Module
- Jobpac™ API Version 1.00
- Jobpac Connect API access. If you don’t already have this access, open a case with your Jobpac™ Customer Support contact requesting Jobpac™ Connect API access and include the following information.
  - The name of the application that will integrate with your Jobpac™ account using the Jobpac Connect API: “AGAVE”.
  - Written approval that you agree to pay the fee charged by Jobpac™ for provisioning the Jobpac Connect API.

Procore Requirements
- Company Administrator permissions to the Procore web application
- Procore Project Financials
- Sectioned Cost Codes must be enabled in Jobpac

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Jobpac™ course on the Procore Learning Portal
View this integration on Procore's App Marketplace

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.

Tutorials

FAQ

Prerequisites

Subscriptions and Licensing

Jobpac Connect API access. If you don’t already have this access, open a case with your Jobpac Customer Support contact requesting Jobpac Connect API access and include the following information.
- The name of the application that will integrate with your Jobpac account using the Jobpac Connect API: “AGAVE”.
- Written approval that you agree to pay the fee charged by Jobpac for provisioning the Jobpac Connect API.

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	Standard	Admin	Notes
Accept or Reject Cost Codes for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Owner Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Subcontractor Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Budget for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a CCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Commitment for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Company for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a PCCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Project for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Sub Job for Export to ERP Web		Also requires Accounting Approver permissions
Add a Procore Project to your ERP System Web
Add an ERP Company to the Procore Company Directory Web
Add an ERP Job to Procore Web
Archive an ERP Company in Procore Web
Assign Default Cost Types To ERP Standard Cost Codes Web
Configure Advanced Settings: ERP Integrations Web
Configure the Sync Schedule for your ERP Integration Web
Enable or Disable ERP Direct Exports Web
Import a Budget from ERP Web
Import a Prime Contract from an Integrated ERP System into Procore Web
Import an ERP Sub Job to a Procore Project Web
Link ERP Companies to Procore Companies Web
Refresh the Companies List for ERP Web
Refresh the Cost Codes on an ERP Integrated Project Web
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
Sync Paid Invoice Notifications from ERP into Procore Web
Unlink CCOs Synced with ERP Web
Unlink Commitments Synced with ERP Web
Unlink Owner Invoices Synced with ERP Web
Unlink PCCOs Synced with ERP Web
Unlink Subcontractor Invoices Synced with ERP Web
Unlink a Company Synced with ERP Web
View a List of Synced Sub Jobs Web	Requires additional tool permissions	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
View an ERP Job Costs Report Web		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	Also requires Accounting Approver permissions	Also requires Accounting Approver permissions

Release Notes

Things to Know

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function.

Jobpac™, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the Jobpac™ Connector

Procore Item or Setting	Considerations, Limitations, and Requirements
configuration settings & sync schedule	In order to connect Procore and Jobpac, you must have the following information: The server you are hosted on, environment, application, encryption key, Jobpac User ID and Password and Work ID.
work breakdown structure (wbs)	The WBS codes are created in Jobpac and imported to Procore. Project specific cost codes are not supported and must exist on the standard cost code list.
Cost Codes	A Jobpac™ cost code cannot be both a header and a cost centre. Project-specific cost codes are NOT supported with the Procore + Jobpac™ integration. Your company will have one (1) cost code list for use with all Jobpac™ integrated projects. 'Cost Centre' in Jobpac™ refers to 'Cost Code + Cost Type' in Procore.
Sub Jobs	The sub job feature is NOT supported with the Procore + Jobpac™ integration. Sub jobs are disabled in Procore for Jobpac™ integrated projects.
projects	This integration was 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 may be available for an additional fee. A separate Jobpac™ organization for each project is NOT supported. For each Procore company account, the integration is designed to support one (1) Jobpac™ organization per connector. Project must be created in Jobpac and imported to Procore. Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services may be available for assistance with integrating in-progress/pre-existing project records for an additional fee. 'Job' in Jobpac™ refers to 'Project' in Procore.
companies	Creditors are created in Jobpac and imported to Procore. For those that already exist in Procore, you can link the existing record. 'Creditor' in Jobpac™ refer to 'Company' in Procore.
BUDGET	Budgets are created in Jobpac and imported to Procore, but is limited to a two tier level.
commitments	Commitments are created in Procore and exported to Jobpac. To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
commitment change orders (cco)	You must nominate a 1 type variation as mapped in Jobpac when exporting a Commitment Change Order. The company account must be integrated with Jobpac. The Change Orders and Commitments tool must be an active tab on the project.
subcontractor invoices	The Subcontractor Invoices are created in Procore and exported to Jobpac.
direct costs	Any expenses, labour will come from Jobpac and automatically update Procore to the associated cost code and cost type.
prime contracts	Head Contracts are created in Procore and exported to Jobpac. Claims are exported from Procore into Jobpac; however, receipt of payment must be manually done in both systems. Within your ERP Integration settings, ERP Admins can enable the ability to designate your prime contract as either Unit-based or Amount-based before importing to Procore.
prime contract change orders (Pcco)	You must nominate a 2 type variation as mapped in Jobpac when exporting a Head Contract Variation.
Timecards, Timesheets, Head Contract Invoices, and Payments	Data from these Procore tools and items do NOT sync with Jobpac™

Data Mapping

Overview

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
PROJECTS			JOBS
COMPANIES			CREDITORS
PROJECT WBS CODES ¹ COST CODES + COST TYPES			PROJECT COST CENTRE PROJECT COST TYPES
BUDGET LINE ITEMS			PROJECT COST CENTRES
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			SUBCONTRACTS PURCHASE ORDERS VARIATIONS
COSTS			COSTS
SUBCONTRACTOR INVOICES ² FOR SUBCONTRACTS & PURCHASE ORDERS			SUBCONTRACTOR INVOICES SUBCONTRACT CLAIMS AP INVOICES
PRIME CONTRACTS			HEAD CONTRACTS
PRIME CONTRACT CHANGE ORDERS			HEAD CONTRACT VARIATIONS

¹ Custom WBS segments are not supported at this time.

² Subcontractor invoices with negative values do not export.

Cost Codes

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Cost Code + Cost Type			Cost Code
Description			Description

Projects/Jobs

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Project Name			Job

Companies

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Name			Creditor
Address City State ZIP			Address City State Postal Code
Business Phone			Telephone
Business Fax			Fax No.

Budget Line Items

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Original Budget			Budget
Cost Code/Cost Type			Cost Centre

Commitments

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Commitment Header			Commitment Header
Project			Job
Title (General tab)			Description
Date Created			Date
Default Retainage			Retention
Commitment Item (Subcontracts)			Commitment Item
Commitment #			Agreement
Contract Company			Subcontractor
Cost Code \ Code Type			Cost Centre
Qty (Schedule of Values tab)			Quantity
UOM			UOM
Contract Amount or Subtotal			Nett Contract Sum
Commitment Item (Purchase Orders)			Commitment Item
Commitment #			Order Number
Contract Company			Supplier
Cost Code \ Cost Type			Cost Centre
Qty			Quantity
UOM			Unit
Contract Amount or Subtotal			Order Amount

Commitment Change Orders

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Commitment Change Order Header			Variation Header (Group Code 1)
Change Order Number			Variation
Title			Description
Date Created			Date
Commitment Change Order Item ( Subcontract)			Commitment Change Order Item
Cost Code (Schedule of Values tab)			Cost Centre
UOM			UOM
Unit Cost			Rate
Amount			Value
Commitment Change Order Item (Purchase Order)			Commitment Change Order Item
Cost Code (Schedule of Values tab)			Cost Centre
Qty			Quantity
Unit Cost (Schedule of Values tab)			Unit
Amount			Value

Job Costs

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Original Budget			Original Costs
Approved Budget Changes			'A' transferred Status
Commitment Invoiced			Subcontract Claims to Date
Job to Date Cost			Cost

Subcontractor Invoices

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
			Header
Contractor Company			Creditor
ERP ID¹			Invoice #
Description			Description
Billing Date			Invoice Date
Total Completed and Stored to Date			Nett Amount
			Distributions
Project #			Job
WBS Code (Schedule of Values)			Cost Centre
QTY (Schedule of Values)			Quantity, Cost
Unit Price (Schedule of Values)			Unit
Work Retainage			Maximum Retention

Prime Contracts

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Prime Contract			Head Contract

Prime Contract Change Orders

PROCORE	Exports data from Procore to Jobpac™	Imports data from Jobpac™ to Procore	Jobpac™
Prime Contract Change Order			Head Contract Variation

Overview

Prerequisites

Tutorials

FAQ

Prerequisites

Subscriptions and Licensing

Permissions

Important

Important

Release Notes

Recent Changes

Things to Know

Background

Things to know about the Jobpac™ Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

work breakdown structure (wbs)

Cost Codes

Sub Jobs

projects

companies

BUDGET

commitments

commitment change orders (cco)

subcontractor invoices

direct costs

prime contracts

prime contract change orders (Pcco)

Timecards, Timesheets, Head Contract Invoices, and Payments

See Also

Data Mapping

Overview

Cost Codes

Projects/Jobs

Companies

Budget Line Items

Commitments

Commitment Change Orders

Job Costs

Subcontractor Invoices

Prime Contracts

Prime Contract Change Orders

See Also