Project Financials + MRI Platform X® 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.

With the Project Financials integration for the MRI Platform X® Connector, 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.

Required Software:

MRI Platform X® 5 or newer

Required Interface Plug-Ins:

Job Cost
Accounts Payable
General Ledger

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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.

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

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.

MRI Platform X®, 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 MRI Platform X® Connector

Procore Item or Setting	Considerations, Limitations, and Requirements
configuration settings & sync schedule	MRI Platform X® Job Cost, Accounts Payable, and GL modules are all required to configure the MRI Platform X® connector. An interface user must be set up on the MRI Platform X® side for the connector, and Procore must grant API access to several endpoints. Company, Job, Direct Cost, and Subcontractor Invoice syncs will run nightly. Direct Costs run at 01:00 EST and Payments run at 03:00 EST. 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.
COST CODES/COST TYPES	Add Cost Codes to import to Procore Prerequisites: The ERP Integrations tool must be enabled on your company's Procore account. The cost codes live on the interface chart in the MRI job screen. The list of cost codes must be approved by Calance to ensure proper formatting and compatibility. Deleting Cost Codes must be done by Calance.
work breakdown structure (wbs)	Project-specific cost codes are not supported. Your company will have one (1) cost code list for use with all MRI Platform X® integrated projects, that must originate in MRI Platform X®.
companies	Adding a MRI Platform X® Company to the Procore Directory Prerequisites: Important! Before adding a vendor from MRI Platform X® to Procore, always check to make sure that a matching company record does NOT already exist in Procore. If you do not perform this check, you might end up with duplicate or unlinked company entries. Additional Information: New company entries automatically inherit the appropriate MRI Platform X® Company ID. Limitations: Company ID has a max character limit of 12 Archiving a Company in Procore Additional Information: You can only archive a Company that is not linked to a company in Procore. If a Company is marked as 'Inactive' in MRI Platform X®, you can view it by clicking the 'Archived' link in the Filters menu on the right of the Companies subtab. Companies will originate in MRI Platform X® and be brought into Procore through the integration. Existing companies in the Procore Directory can be linked to companies in MRI Platform X® through the integration.
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 MRI Platform X® Connector does not support the use of subjobs. All jobs from MRI Platform X® will equal precisely one Procore project, and subjobs cannot be enabled on those projects in Procore. The integration supports only one MRI Platform X® Phase per Procore project.
COMMITMENTS	Commitments and Purchase Orders must be created in Procore, then exported to MRI Platform X®. Prerequisites: Configure the ERP Integrations tool for MRI Platform X®. The Commitments tool must be an active tab on the project. Limitations: To sync a commitment, all of the Schedule of Values (SOV) line items must be tied to cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types. Commitments synced to MRI Platform X® will NOT contain details regarding tax codes.
COMMITMENT CHANGE ORDERS (CCO)	Accept or Reject a CCO for Export to MRI Platform X® CCOs must be created in Procore, then exported to MRI Platform X®. Prerequisites: The company account must be integrated with MRI Platform X®. The Change Orders and Commitments tool must be an active tab on the project. Export a CCO to MRI Platform X® If for any reason a CCO fails to export to MRI Platform X®, you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane.
subcontractor invoices	Prerequisites: The company account must be integrated with MRI Platform X®. Add the Commitments tool to the Project Tools menu. The desired invoice(s) must be sent to the ERP Integrations tool. Limitations: Subcontractor invoices must be created in Procore, then exported to MRI Platform X® When invoices are paid and posted in MRI Platform X®, they will sync back into Procore and appear on the Payments Issued tab of the relevant subcontract. They will also be reflected in the budget. Retainage release will NOT occur automatically when syncing invoices. Retainage released will be ignored on invoices sent to MRI Platform X®. Retainage must be released in MRI Platform X® manually.
DIRECT COSTS	Import Direct Costs and Invoice Payments across all projects from MRI Platform X® to Procore Requirements & Prerequisites: Your Procore Administrator (or a user with 'Admin' permission on the project's Admin tool) must enable the job cost transactions syncing capability. Your Procore Administrator must update your project's budget view(s) to complete these steps: If you have previously added the ERP Direct Costs Column to a Procore Budget View, you will need to remove both the existing 'ERP Direct Costs' calculated column and the 'ERP Job to Date Costs' source column. After removing these columns, you will need to add the recommended columns for job cost transaction syncing to your budget view(s). For instructions, see Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations. Add a 'Direct Costs' source column to your Procore project's budget view Provides authorized users with the ability to add a 'Direct Costs' column to your project's budget view. Configure which direct costs appear in a given budget view column Configure which direct costs appear in each column with a 'Direct Costs' source. For the integration with MRI Platform X®, direct costs of the following types are available to configure: Subcontractor Invoices: These direct costs come from MRI Platform X® Payables with an associated commitment. Invoices: These direct costs come from MRI Platform X® Payables without an associated commitment. Expenses: These direct costs come from MRI Platform X® Journal Entries. Track MRI Platform X® direct costs in a Procore budget Once the 'Direct Costs' column has been added to a budget view, project users with access permissions to the budget can view the lump-sum totals from the MRI Platform X® job cost transactions as a direct cost value on a budget line item. The value in this column shows your project's 'Direct Costs' total for all items in the 'Pending', 'Revise and Resubmit', and 'Approved' status. Note: An accounting approver can sync the job cost transaction details from MRI Platform X® on the Job Costs tab of the Company Level ERP Integrations tool. View direct cost transaction detail on a budget line item Project users with the 'View Direct Cost Details' granular permission enabled on their permission template can click the link in the Direct Costs column of a budget line item to open the direct cost's details. This granular permission is located in the 'Budget' section when configuring a permission template.

Overview

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
COMPANIES			VENDORS
PROJECTS			JOBS
COST CODES ¹ COST TYPES			COST CODES DEFAULT CATEGORIES
BUDGETS ORIGINAL BUDGET BUDGET MODIFICATIONS			BUDGETS ORIGINAL BUDGETS BUDGET REVISIONS
COMMITMENTS COMMITMENT CHANGE ORDERS & PURCHASE ORDERS			CONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS			CONTRACT CHANGE ORDERS
COMMITMENT INVOICES			CONTRACT DRAW
COMMITMENT PAYMENTS ISSUED			CONTRACT INVOICE PAYMENTS
DIRECT COSTS			JOURNAL ENTRIES PAYABLES

¹Custom WBS Segments are NOT supported.

Projects/Jobs

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Project Name			Description
Project Number/MRI Job Code			Job Code
Status			Status
Start Date			Start Date
Completion Date			Completion Date

Companies/Vendors

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Company ID			Vendor
Company Name			Name
Address			Address
City			City
State			State
ZIP			Zip
Country			Country

Budgets

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Original Budget			Original Budget
Project Number			Project ID
Cost Code			Cost Code
Cost Type			Default Category

Budget Changes

Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact.

To learn more about the new Budget Changes experience, see About Budget Changes.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Project Number			Project ID
Status			Status
Budget Modification Description (in export screen)			Description
Budget Code			Budget Type
Amount			Value
Date			revision_date
Revision Number			revision_number
Budget Revision Type			revision_type
Budget Revision Status			revision_status

¹Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.

Commitments

When a Commitment is exported from Procore to MRI Platform X®, it goes into MRI as a Contract.

If the Customer does not have the Purchase Order Module within MRI Platform X®, all Purchases Orders within Procore must be created as Commitments.

The MRI Platform X® Commitment ID can be defaults from Procore Commitment, or manually by an accounting approver when a commitment is exported from Procore to MRI Platform X®.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment
Commitment			MRI Contract
Contract Number			Contract Number
Title			Description
Contract Company			Vendor
Status			Status
Original Contract Amount			Original Amount
Date Created			Contract Date

¹When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for MRI Platform X®.

²The ERP Vendor ID associated with the Contract Company is used on the import file for MRI Platform X®. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

³Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

Commitment Change Orders

When a Commitment Change Order is exported from Procore to MRI Platform X®, MRI takes the data and inputs into the Contract in MRI as an additional Contract Order Type on the Contract Setup tab of the Contract. The Current Contract Amount field will update accordingly.

If the Customer has the Purchase Order Module within MRI Platform X®, the Customer cannot send a Change on any Purchase Orders from Procore into MRI, as a Change Order on a PO is not a concept within MRI. In this case, the Customer must enter the parent Purchase Order as a Commitment into Procore.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment Change Order
Change Orders			Change Order
Change Order			Change Order
Change Order Number			Change Order Title
Change Order Description			Description
Contract Description			Additional Description
Contract Code			Order Number
Cost Code			Cost Code
Cost Type			Default Category
Date Created			Date Created
External ID			Order Number

Job Cost Transaction Details

If this feature is enabled, all posted cost transaction details are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Type			Cost Type
Invoice			MRI Payables (no Commitment)
Subcontractor Invoice			MRI Payables (with Commitment)
Expense			MRI Journal Entries

Direct Cost Item Details

The fields for each Direct Cost entry imported into Procore are populated from the transactions in MRI Platform X® according to the table below:

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Item Field			Item Field
Type			Invoice Type
Invoice Number			Invoice Number
Description			Description
Status			Status
Date			Invoice Date
Received Date			Received Date
Paid Date			Payment Date
Line Item Description			Description
Amount			Amount Paid

¹Auto Count is typically 1 (one).

Subcontractor Invoices

Export from Procore only. When an invoice is exported from Procore to MRI Platform X®, it is automatically posted in the Accounts Payable (AP) module.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Invoice			Invoice

Contract Company

Vendor ID

Invoice #			Invoice Number
Current Payment Due			Invoice Amount

Invoice Billing Date

Invoice Date

Billing Period			Expense Period (Month/Year)
Status (approved)			Status (Pending/Approved based on client preference)
Procore Attachment URL (only 1)			Third Party Attachments

Job Setup

Budget Setup in Procore

Budget Update

Create and Export Commitments

Create and Export CCOs

Create and Sync Vendors

Export Subcontractor Invoices

Important

Important

Recent Changes

Background

Things to know about the MRI Platform X® Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

COST CODES/COST TYPES

work breakdown structure (wbs)

companies

projects

COMMITMENTS

COMMITMENT CHANGE ORDERS (CCO)

subcontractor invoices

DIRECT COSTS

See Also

Overview

Projects/Jobs

Companies/Vendors

Budgets

Budget Changes

Phased Release: Budget Changes

Commitments

Commitment Change Orders

Job Cost Transaction Details

Direct Cost Item Details

Subcontractor Invoices