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MRI Platform X®: Setup Guide

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Table of Contents

Welcome to the MRI Platform X® Setup Guide

On these pages, we will walk through a number of key things to know as you prepare for and complete your implementation of the MRI Platform X® integration.

If you have questions, be sure to direct them to your Integration Implementation Specialist or your Procore point of contact.

The navigation menu to the left will walk you through each of the key things to know and will highlight action items required of you. 

Granting Procore's Access to Your MRI Platform X® Environment

Purpose & Background

Providing Procore access to your MRI database is the first key step and must be completed before Procore can begin to setup your integration. 

During this process, you must:

1. Send a ticket into MRI support, requesting the following:

  • Set up of a User Account to login to MRI. This account can be called ‘Calance’. It should have access to Production and (if necessary) Test databases within MRI
  • Ensure the User Account has access to the Job Cost, GL, and Accounts Payable modules in MRI Platform X®
  • The integration will be using the MRI Web Services API to read and write data. The appropriate CAB files for the API will need to be deployed to the server.
  • The integration will be using this same account mentioned above, so that account needs to be able to call to the following API endpoints:

MRI_S-PMBASE_CodeValues
MRI_S-PMGL_Accounts
MRI_S-PMJC_AddContractDetail
MRI_S-PMJC_AddContractRevision
MRI_S-PMJC_ApproveAllBudgetRevisions
MRI_S-PMJC_ContractDetails
MRI_S-PMJC_Contracts
MRI_S-PMJC_ContractRevisions
MRI_S-PMJC_ContractRevisionsAndDetails
MRI_S-PMJC_ContractUpdate
MRI_S-PMJC_CreateBudget
MRI_S-PMJC_CreateBudgetDetail
MRI_S-PMJC_CreateApprovedBudgetDetailItem
MRI_S-PMJC_CreateContract
MRI_S-PMJC_CreateCostCode
MRI_S-PMJC_CreateInterfaceMap
MRI_S-PMAP_CreateInvoice
MRI_S-PMJC_CreatePhaseCode
MRI_S-PMAP_CreateUpdate_Vendors
MRI_S-PMJC_Draws
MRI_S-PMGL_EntityListing
MRI_S-PMJC_GetContractDraws
MRI_S-PMAP_GetVendorAttributes
MRI_S-PMGL_GLSummary
MRI_S-PMAP_InvoiceData
MRI_S-PMJC_JobBudgets
MRI_S-PMJC_JobCodes
MRI_S-PMJC_JobCostList
MRI_S-PMJC_JobMaintenance
MRI_S-PMAP_JournalEntries
MRI_S-PMJC_Map
MRI_S-PMJC_PhaseCodes
MRI_S-PMAP_PurchaseOrderDetails
MRI_S-PMAP_PurchaseOrders
MRI_S-PMAP_PaymentHistory
MRI_S-PMAP_PaymentRead
MRI_S-PMAP_SentInvoiceDate
MRI_S-PMJC_UpdateBudget
MRI_S-PMJC_UpdateBudgetApproval
MRI_S-PMJC_UpdateBudgetDetail
MRI_S-PMJC_UpdateDraw
MRI_S-PMJC_UpdateBudgetPendingCost
MRI_S-PMJC_UpdateBudgetPendingRevisions
MRI_S-PMAP_VendorCodes
MRI_S-PMAP_Vendors
MRI_S-PMJC_CostCodes
MRI_S-PMGL_JournalEntries
MRI_S-PMJC_AllCostCodes

Once that request is sent into MRI, be sure to keep your Integration Specialist updated with any questions that may come up.

Planning Your Integration Implementation

Preparation Phase

After purchasing the Procore + MRI Platform X® integration, this phase includes:

  1. Receive the Welcome Email & Schedule Kick-Off Call
    Procore assigns your account to a Integration Implementation Specialist, who sends a Welcome Email to your company's designated ERP Implementation Contact. The email contains a selection of dates/time for scheduling your Kick-Off call. Please reply back to either confirm or suggest a time that works for the required members on your team. 

  2. Prepare for the Kick-Off Call
    Prior to this meeting, please complete these tasks to ensure that your Integration Implementation Specialist can test our access to MRI Platform X® before the call and escalate any issues:

  • Complete the steps within the Granting Procore’s Access to Your MRI Platform X® Environment section of this guide

IMPLEMENTATION PHASE

After scheduling your company's Kick-Off call, this phase includes:

  1. Procore + MRI Platform X® Kick-Off Call
    Approximately 60 Minutes
    Procore conducts a Kick-Off Call with your company's ERP Implementation Contact and designated stakeholders (i.e., typically this your company's Procore Administrator, MRI Administrator, and IT Administrator). The goals of this call are to:

    • Discuss your Procore + MRI Platform X® implementation plan.
    • Provide your attendees with an overview of the Procore + MRI Platform X® integration.
    • Coordinate any follow-up tasks related to your implementation plan.
    • Schedule your Go-Live Call.

  2. Procore + MRI Platform X® Go-Live Call
    Approximately 60-90 Minutes
    Procore conducts a Go-Live call with your company's ERP Implementation Contact and designated stakeholders. The goal of this call is to ensure the completion of these tasks:

    • Review the ERP Integrations tool's configuration settings.
    • Provide an overview of each tab in the ERP Integrations tool.
  3. Getting Started with Procore + MRI Platform X®
    After the implementation is complete, you can begin using the integration. You can also contact to your Procore Integration Implementation Specialist for the next 30 days. 

     

Setting Up Your ERP-enabled Standard Cost Codes

Cost Codes on projects integrated with MRI Platform X® should belong to a pre-specified cost list. Multiple cost lists are currently not supported by the integration.  During implementation, you will give us a list of MRI Platform X® Cost Codes, which we will use for your Standard Cost Code list.

To ensure that Procore has a list of Cost Codes which matches your list of MRI Platform X® Cost Codes, your Integration Implementation Specialist will help you set up a new list of Procore Standard Cost Codes that matches your MRI Platform X® Cost Codes according to a certain set of criteria. 

Preparing to create your list of Procore Standard Cost Codes

To make the process of creating your Procore Standard Cost Code list as easy as possible, we recommend you provide the following information to your Integration Implementation Specialist:

  1. Provide an export of the Cost Codes in MRI from the specified cost list you will be using. In MRI Platform X®, this is located under Setup and Maintenance > Job Cost > Cost Lists/Cost Codes.

  2. Ensure the Standard Cost Codes are linked to a GL account within MRI Platform X®.

Setting Up ERP-enabled Standard Cost Types

Like Cost Codes, Cost Types in Procore are required and must be imported from MRI Platform X® on your projects. Cost Types in Procore will link to Default Categories in MRI Platform X®.

If you are not using Default Categories on some of your Cost Codes in MRI Platform X®, Procore can create a generic Cost Type which will apply whenever no Default Category is assigned to the Cost Code in MRI Platform X®. However, you will not be able to use Cost Types within Procore in this case; you will only have the generic Cost Type available to you. Also, even if you are using Default Categories in MRI Platform X®, Procore will create the generic Cost Type, because Default Categories are never required in MRI Platform X® even on jobs where they are used. The generic Cost Type will always be abbreviated in Procore as "ERP", but you can use whatever name you like. 

Only Procore employees can create ERP-enabled Standard Cost Types, so you will have to provide the information to your Integration Implementation Specialist. 

Preparing Your Vendor List

After your Procore integration with MRI Platform X®is enabled, your team will need to complete the link between your Procore Companies and MRI Platform X® Vendors. Immediately after your go-live, you will want to complete these steps for at least the MRI Platform X® Vendors associated with your first integrated Procore Projects. However, we recommend you make time to complete these tasks for your full list of vendors, even if you give yourself some weeks to do so.

There are three associated tasks; see the related Tutorials for more information:

  1. For Companies which exist in MRI Platform X® but not yet in Procore, you can Add an ERP Company to Procore's Company Directory. 

  2. For Companies which exist in MRI Platform X® but will never be used in Procore, you can Archive an ERP Company in Procore.

  3. For Companies that exist in both MRI Platform X® and Procore, you must Consolidate and Link ERP Companies to Procore Companies. This Tutorial will also explain how to merge Procore Companies when you have multiple Procore Companies that must tie to the same MRI Vendor.