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Procore

Project Financials + MYOB Advanced Construction

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.

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Required Software

The following versions of MYOB Advanced Construction are supported:

  • 2023.1
  • 2022.2

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

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Workflows

Job Setup

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Sub Job Setup

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Budget Setup

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Budget Update

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Create and Export Commitments

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Create and Export Commitment Change Orders

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Create and Sync Vendors

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Export Subcontractor Invoices

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Permissions

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

     

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Accept or Reject Owner Invoices for Export to ERP

 Web

     

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Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

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Accept or Reject a Budget for Export to ERP

 Web

     

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Accept or Reject a CCO for Export to ERP

 Web

     

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Accept or Reject a Commitment for Export to ERP

 Web

     

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Accept or Reject a Company for Export to ERP

 Web

     

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Accept or Reject a PCCO for Export to ERP

 Web

     

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Accept or Reject a Project for Export to ERP

 Web

     

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Accept or Reject a Sub Job for Export to ERP

 Web

     

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Add a Procore Project to your ERP System

 Web

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Add an ERP Company to the Procore Company Directory

 Web

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Add an ERP Job to Procore

 Web

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Archive an ERP Company in Procore

 Web

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Assign Default Cost Types To ERP Standard Cost Codes

 Web

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Configure Advanced Settings: ERP Integrations

 Web

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Configure the Sync Schedule for your ERP Integration

 Web

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Enable or Disable ERP Direct Exports

 Web

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Import a Budget from ERP

 Web

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Import a Prime Contract from an Integrated ERP System into Procore

 Web

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Import an ERP Sub Job to a Procore Project

 Web

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Link ERP Companies to Procore Companies

 Web

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Refresh the Companies List for ERP

 Web

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Refresh the Cost Codes on an ERP Integrated Project

 Web

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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

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Sync Paid Invoice Notifications from ERP into Procore

 Web

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Unlink CCOs Synced with ERP

 Web

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Unlink Commitments Synced with ERP

 Web

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Unlink Owner Invoices Synced with ERP

 Web

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Unlink PCCOs Synced with ERP

 Web

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Unlink Subcontractor Invoices Synced with ERP

 Web

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Unlink a Company Synced with ERP

 Web

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View a List of Synced Sub Jobs

 Web

   

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  • Requires additional tool permissions 

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  • 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

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View an ERP Job Costs Report

 Web

     

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  • 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

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Release Notes

Below are the notable changes to the Procore + MYOB Advanced Construction integration.

Recent Changes

New! retainage release on subcontractor invoices with the MYOB Advanced Construction Connector (05/08/2023)

Users can now release retainage on subcontract invoices in Procore and export the released retainage to MYOB Advanced Construction.  To learn more about this feature, see Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance.

New! Prime Contract and Prime Contract Change order (PCCO) syncing with the MYOB Advanced Construction Connector (05/08/2023)

Users can now sync their Prime Contracts to MYOB Advanced Construction as a single, summarized line item in the Revenue Budget tab. Prime Contract syncing is automatic and requires no action to initiate once a contract has been created and approved in Procore. To learn more about this feature, see How do I sync my Prime Contract with Acumatica or MYOB Advanced Construction?

Users can also sync PCCOs from Procore to MYOB Advanced Construction. To enable PCCO syncing on an integrated project, please reach out to your Procore point of contact. 

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. 

MYOB Advanced Construction, 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.

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.

Things to know about the MYOB Advanced Construction Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings

  • Default Project Template
    If you have created a project template in the Porfolio tool, you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a MYOB Advanced Construction job.
  • Use Procore Contract #
    Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number, when your users create a commitment in Procore. (Note: This settings affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore).
  • Use Procore Change Order #
    Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID, when your users create a commitment change order in Procore. (Note: This settings affects only CCO's created in Procore and users retain the ability to change the CCO ID in Procore).
  • Automatically add new cost code/cost type combinations and sub job cost code/cost type combinations to budgets on MYOB Advanced Construction integrated projects
    Mark this checkbox if you want Procore to automatically add the cost code/category combo as a new budget line item regardless of whether or not the budget is locked or unlocked. If the budget is unlocked, Procore will automatically import the Estimate amount found in MYOB Advanced Construction to the Original Budget column. If the budget is locked, Procore will still add the line item for the new cost code/category combination, but will set the Original Budget column to $0 (Note: Original budgeted amounts will not be imported if the budget is locked).
  • Procore's Budget Direct Cost Column
    • Read only, populate from MYOB Advanced Construction
      On MYOB Advanced Construction integrated projects, the Budget's 'Direct Cost' column can either be read only and populated with data from MYOB Advanced Construction or editable and not populated from MYOB Advanced Construction.
      OR
    • Editable, do not populate from MYOB Advanced Construction
      If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.
  • Vendors will be automatically updated
    • This feature is not currently supported by MYOB Advanced Construction.

SYNC SCHEDULE

Data Exchange Frequency

  • 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.

Procore-Managed Auto Sync

  • This feature is not currently supported for the MYOB Advanced Construction Integration. Job Cost Syncs and Payments for Synced Subcontract Invoice Syncs do run a daily, automatic sync process. This daily sync is configured in the integrations microservice by default.

COMPANY LEVEL work breakdown structure (wbs)

Considerations

  • When the integration goes live, the MYOB Advanced Construction standard cost code list is automatically imported to Procore, as a separate list than your Procore standard cost code list. This is the company level cost code list to be used on new projects. This list is managed in MYOB Advanced Construction's Cost Code page, form PM209500.
  • To add a new cost code to the MYOB Advanced Construction synced company level cost code list in Procore, simply add it to MYOB Advanced Construction, Cost Code page, form PM209500. Then sync the new cost codes with Procore's 'MYOB Advanced Construction Standard Cost Codes' list in the Company level Admin tool.

Limitations

  • Cost codes that import from MYOB Advanced Construction will display in Procore as Division, followed by Cost Code. For example, cost code 10600.000, within division 10, will appear as "10-10600.000".

PROJECT LEVEL work breakdown structure (wbs)

Limitations

  • MYOB Advanced Construction does not support project specific cost codes. All project level cost codes must originate from the ERP synced MYOB Advanced Construction standard cost code list.
  • Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.

companies

Limitations

  • The Company/Vendor insurance is not included when importing/exporting a Company/Vendor, as that field is not within the MYOB Advanced Construction AP Vendor data table. This information is in a different data table in MYOB Advanced Construction that is not a part of this integration.

Considerations

  • The ERP Vendor ID is entered manually by an Accounting Approver when a Company is exported from Procore to MYOB Advanced Construction. This is stored as the ERP Vendor ID (you can view it in the ERP Integrations tool, under Companies, or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).
    • Note: This can be an optional field during exporting if this option has been enabled by Procore.

Additional Information

  • It's strongly recommended that you first try to link any MYOB Advanced Construction vendors that already exist in your Procore account's Company level Directory before adding vendors from MYOB Advanced Construction.

projects

Limitations

  • 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.

Project Export Requirements

  • All cost codes must have at least one (1) cost type  assignment before the Procore project can be exported to create a new Job in MYOB Advanced Construction.
  • If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes. 
  • The ERP Job ID must be defined during export. MYOB Advanced Construction only allows numeric characters, with no separators.
    • Note: If auto-numbering is enabled in MYOB Advanced Construction, the Job ID defined in Procore will be overwritten in MYOB Advanced Construction with the next id in the defined MYOB Advanced Construction sequence. If the project is imported from MYOB Advanced Construction, the project ID will automatically populate in the project number field.   
  • When entering your project data, be aware of the following requirements:
    • Project Name. MYOB Advanced Construction imposes a maximum of thirty (30) characters limit. If your project name exceeds this limit, your project name will be truncated in MYOB Advanced Construction.
    • Project Address. MYOB Advanced Construction does not permit the use of commas (,) in the 'Project Address' field. 
    • Active Project. MYOB Advanced Construction requires you to set your new project is 'Active' in Procore. 

Considerations

  • When a project is exported from Procore to MYOB Advanced Construction it is separate from the export of a project's budget. Cost codes on the Procore project WBS will create synced data in the background of the connector, but will not populate any budget lines to the MYOB Advanced Construction project's Cost Budget tab.
  • When a project is imported from MYOB Advanced Construction to Procore, it is also separate from the import of a project's budget. Imported projects will not have WBS codes defined after import, and will require additional steps to add and sync cost codes in accordance with your defined workflow training.

SUB JOBS

Limitations

  • Sub Jobs are not a required segment on your Procore projects, while at least one of the MYOB Advanced Construction equivalent (Project Tasks) is required.  Due to this, when projects are synced with the integration,  a Project Task is created in the project's MYOB Advanced Construction Task tab by default. This default Project Task will be directly tied to the parent project Cost Code WBS segment in Procore. In MYOB Advanced Construction, this task will have the same ID as the project, and have a description of "Procore Integration Task (do not edit or delete). 
    • Note: Due to this feature's flexibility, there are several different workflows that are available , and it is highly recommended that you define and adhere to a standard operating procedure for how your projects will use project tasks and sub jobs.

Prerequisites

  • Parent project must already be synced to be able to import Project Tasks from MYOB Advanced Construction, which will create Sub Jobs in Procore. This also applies if exporting Sub Jobs from Procore to create Project Tasks in MYOB Advanced Construction.
  • If do not have a Sub Jobs tab within your Procore ERP Integrations Tool, a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact.

Considerations

  • Cost codes and cost types that are assigned to a Sub Job must not also be assigned to the Procore project's parent Cost Code segment. The same cost codes should not be synced across multiple WBS segments.
  • The deafult Project Task created by the integration should always have the "Empty Sub Job" box checked.
  • To add an MYOB Advanced Construction 'Project Task' as a Procore 'Sub Job',   ensure that the "Empty Sub Job" box next to that Project Task in MYOB Advanced Construction's Task tab is left unchecked. This will permit your Project Task to appear in the Procore Sub Job tab's "Ready to Import" filter. If the box is checked, it will not be importable to Procore.
  • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.
  • Deleting or altering a Project Task or Task ID in MYOB Advanced Construction will not delete or un-sync its Sub Job equivalent in Procore.

BUDGET

Prerequisites for Export from Procore

  • The Budget tool must be an active tool on the project.
  • The budget must be locked before the export.
  • Ensure the project's cost codes are updated with the synced job in MYOB Advanced Construction.

Limitations

  • After exporting a budget from Procore to MYOB Advanced Construction, the import function (i.e., from MYOB Advanced Construction to Procore) will no longer be available for that job/budget.
  • The Procore + MYOB Advanced Construction does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only.
  • When a Procore budget is exported to MYOB Advanced Construction, the cost budget lines in MYOB Advanced Construction inherit a Project Task ID association. Changing that Task ID line association in MYOB Advanced Construction will not update the association information within the integration. If the Task ID value is not what was intended, it signifies that the cost code(s) were not synced in the manner laid out in your Project and Sub Job workflow training.   

BUDGET CHANGES

Considerations

  • Budget Changes are an export only feature, from Procore to MYOB Advanced Construction. They must be created in Procore, in order to export and sync with MYOB Advanced Construction.

Limitations:

  • After exporting a Procore budget (budget change) to MYOB Advanced Construction, you no longer be permitted to import MYOB Advanced Construction budget or job data into Procore.

COMMITMENTS

Considerations

  • When a Subcontract is exported from Procore, a Subcontract is created in MYOB Advanced Construction (SC301000). 
  • When a Purchase Order is exported from Procore, a Purchase Order is created in MYOB Advanced Construction (PO301000).
  • In Procore, Commitments are accessed from the project-level Commitments tool.

Limitations

  • Important! - Export from Procore only. Commitments must always be created in Procore, in order to sync with MYOB Advanced Construction. Do NOT create commitments directly in MYOB Advanced Construction, as they cannot be imported to Procore.
  • The maximum character length for a commitment's title is 60. This is the maximum number of characters allowed by MYOB Advanced Construction.
  • The maximum character length for a commitment's number is 15. This is the maximum number of characters allowed by MYOB Advanced Construction.

Commitment change orders

Considerations

  • When a Subcontract Change Order  or Purchase Order Change Order is exported to MYOB Advanced Construction, the export will also update the Budget Amount in MYOB Advanced Construction (PM308000 > Reference Number > Cost Budget and Commitments tabs). 
  • When creating a  CCO in Procore, you will be required to set CCO SOV lines to either create a new contract SOV line, or update an existing contract SOV line.  When exported to MYOB Advanced Construction, the original contract will reflect the SOV setting(s) you elected in Procore.

Limitations

  • Important! - Export from Procore only. Commitment Change Orders must always be created in Procore, in order to sync with MYOB Advanced Construction. Do NOT create commitment change orders directly in MYOB Advanced Construction, as they cannot be imported to Procore.
  • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing  cost code and category.

subcontractor invoices

Prerequisites

  • To be able to successfully export Subcontractor Invoices from Procore, each AP vendor in MYOB Advanced Construction must be set up with a default AP Account, Cash Discount, AP Sub , and Discount Sub accounts (AP303000 > Vendor > GL Accounts tab). 

  • Each vendor in MYOB Advanced Construction must also must be set up with a default Cash Account (AP303000 > Vendor > Payment tab). 

  • Each job must also have a default location ID populated in MYOB Advanced Construction (AP303000 > Vendor > Location tab). 

Considerations

  • Important! - Export from Procore only. Subcontractor Invoices must always be created in Procore, in order to sync with MYOB Advanced Construction. If you create the subcontractor invoice in MYOB Advanced Construction, the invoice and its detail will remain in MYOB Advanced Construction, and not sync to Procore. 
  • If Auto Numbering for Bills is enabled in MYOB Advanced Construction, the Reference Number in MYOB Advanced Construction will be the next system generated number

Limitations

  • Subcontractor Invoice payment information recorded in MYOB Advanced Construction will only appear on the Procore Commitment if the invoice was synced with  MYOB Advanced Construction.

PRIME CONTRACTS

Prerequisites & Limitations
 

Prime contracts in Procore automatically sync to MYOB Advanced Construction as a summarized single line item within the Revenue Budget tab. Your prime contract is automatically synced when the following conditions are met:

  • The project is synced with MYOB Advanced Construction.
  • A prime contract exists in the 'Approved' status.
  • At least one (1) line item with a non-zero value has been added to the contract's schedule of values (SOV).
  • The contract number must consist of no more than seven (7) alphanumeric characters.

Any changes made to the overall value of the contract after the initial contract value is synced must be manually updated in the ERP system. 

Requirements

In order to sync a Prime Contract with the MYOB Advanced Construction ERP Connector, the 'Revenue Budget Level' setting on the ERP Job’s 'Summary' tab must be set to 'Task' only.

Prime Contract Change Orders

Prerequisites for Export from Procore

  • The Change Order tool must be an active tool on the project.

  • The Procore Project Prime Contract must be approved and exported to the MYOB Advanced Construction Projects' Revenue Budget.

  • If the synced Prime Contract is using a vertical markup, the markup(s) must have a budget code assigned to the required 'ERP Prime Contract Item' field.

Limitations

  • Important! - Export from Procore only. Prime Contract Change Orders must always be created in Procore, in order to sync with MYOB Advanced Construction. Do NOT create prime contract change orders directly in MYOB Advanced Construction, as they cannot be imported to Procore.

Considerations

  • When a PCCO is exported to MYOB Advanced Construction, it will update the project's Cost and Revenue Budget. The Revenue Budget will have one summarized line for the total expected revenue value of the change.

  • A unique MYOB Advanced Construction Task ID will be created for each synced PCCO, and will be used on the Revenue Budget line. However, Cost Budget lines tied to the PCCO will use the existing Task ID(s) on the Cost Budget for each Budget Code on the PCCO Schedule of Values.

Requirements

In order to sync a PCCO with the MYOB Advanced Construction ERP Connector, the 'Revenue Budget Level' setting on the ERP Job’s 'Summary' tab must be set to 'Task' only.

job COSTS

Prerequisites

  • Procore requires the MYOB Advanced Construction Job Cost module.
  • Project must be synced in order for costs to automatically import from MYOB Advanced Construction to Procore.
  • To view the job costs in your budget, please use the ERP Budget View, or ERP Detailed Budget View that was created for you during implementation. This budget view has specific calculated and ERP integration sourced data.

Considerations

  • Costs pulled in from MYOB Advanced Construction accumulate as four different amount types in Procore, Subcontract Invoices (Subcontracts and Purchase Orders that have been invoiced), Invoices (invoiced amounts not related to a synced contract), Expenses (Misc. Expenses), and Payroll (Labor costs). The sum of these four amount types equal the Job to Date Cost, while the sum of the latter three types (Invoices, Expenses, Payroll) equal the Direct Cost. These are all are in lump sum form, that accumulate under the project cost code and cost type.
  • Detailed job cost transaction syncing is supported by the integration. To leverage this feature, the Direct Cost tool must be active on the project, and the "Enable Job Cost Transaction Syncing" setting should be enabled on the Project Admin General page.

Limitations

  • Job cost type restricting is not supported by the integration. For example, the integration is not customizable to omit labor costs from syncing into Procore.

Data Mapping

Overview


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS
PROJECTS
SUB JOBS
erp-orange-arrows.png erp-green-arrows.png PROJECTS
PROJECT TASKS
PROJECT WBS CODES 1   erp-green-arrows.png COST CODES
COST TYPES
STANDARD COST CODES
  erp-green-arrows.png ACCOUNT GROUPS
STANDARD COST CODES
BUDGETS
SUB JOB/CUSTOM SEGMENT (TASK) PROJECT COST CODE
PROJECT COST TYPE
erp-orange-arrows.png erp-green-arrows.png COST BUDGETS
PROJECT TASK
COST CODE
ACCOUNT GROUP
BUDGET MODIFICATIONS erp-orange-arrows.png   COST BUDGET CHANGE ORDERS
PRIME CONTRACTS erp-orange-arrows.png   REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   REVENUE BUDGET CHANGE ORDERS
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES erp-orange-arrows.png   PAYABLES
SUBCONTRACT PAYMENTS ISSUED2
FOR SYNCED SUBCONTRACTOR INVOICES
  erp-green-arrows.png PAID INVOICES
COSTS
DIRECT COST
JTD COST
  erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

1 Custom WBS segments are NOT supported at this time.

Import of subcontractor payment records from MYOB Advanced Construction is only supported in US Editions.

Companies/Vendors


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
ERP Vendor ID1 erp-orange-arrows.png erp-green-arrows.png Vendor ID
Name erp-orange-arrows.png erp-green-arrows.png Account Name
Address
City
State
ZIP
erp-orange-arrows.png erp-green-arrows.png Address Line 1
City
State
Postal Code
Business Phone erp-orange-arrows.png erp-green-arrows.png Business 1 Phone
Email Address erp-orange-arrows.png erp-green-arrows.png Account Email

1Export Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to MYOB Advanced Construction. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integration tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO's). This can be an optional field during exporting if this option has been enabled by Procore.

Projects


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Project Number erp-orange-arrows.png erp-green-arrows.png Project ID1
Project Name erp-orange-arrows.png erp-green-arrows.png

Description

Address
City
State
Zip
erp-orange-arrows.png erp-green-arrows.png

Address Line 1
City
State
Postal Code

Latitude / Longitude erp-orange-arrows.png erp-green-arrows.png Latitude / Longitude
Start Date/Completion Date erp-orange-arrows.png erp-green-arrows.png Start Date / End Date
Subaccount ID2 erp-orange-arrows.png   Default Sales Subaccount
Template ID3 erp-orange-arrows.png   Template

1 Export note: The MYOB Advanced Construction Project ID is entered manually by an accounting approver when a project is exported from Procore to MYOB Advanced Construction. This may, or may not, depending on what the accounting approver has entered, match the Project Number found in Procore under the project-level Admin tool. This is stored as the MYOB Advanced Construction Project ID (you can view it in the company-level ERP Integrations tool under the Synced section of Projects) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the project is imported from MYOB Advanced Construction, the project ID will automatically populate in the project number field

2 Export note: The Subaccount ID is entered manually by an accounting approver when a project is exported from Procore to MYOB Advanced Construction. Its an optional field, only required if the customer has enabled Subaccounts in MYOB Advanced Construction. If the project is imported into Procore from MYOB Advanced Construction, the Subaccount ID is not stored on the project in Procore.

3 Export note: The Template ID is entered manually by an accounting approver when a project is exported from Procore to MYOB Advanced Construction. Its an optional field. If the project is imported into Procore from MYOB Advanced Construction, the Template ID is not stored on the project in Procore.

Sub Jobs/Project Task


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Code erp-orange-arrows.png erp-green-arrows.png Task ID
Sub Job Name erp-orange-arrows.png erp-green-arrows.png Description
Cost Code
Cost Code
Description
erp-orange-arrows.png erp-green-arrows.png Cost Code1
Cost Code
Description
Cost Type
Cost Type
erp-orange-arrows.png erp-green-arrows.png Account Group1
Account Group

 

1 Import note: If the Project Task in MYOB Advanced Construction has cost codes and account groups define on the cost budget tab, then those cost codes and account groups will import along with the Project Task. If there are no cost codes or account groups defined on the cost budget, just the project task will import into Procore.

Standard Cost Codes/Cost Codes

In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under MYOB Advanced Construction Standard Cost Codes. Custom WBS segments are not supported for the integration at this time.


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Cost Code   erp-green-arrows.png Cost Code
Description   erp-green-arrows.png Description

Standard Cost Types/Account Groups

In Procore, the Cost Types can be found in the Cost Types section in the Admin Tool under MYOB Advanced Construction Standard Cost Types.


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Cost Type   erp-green-arrows.png Account Group
Description   erp-green-arrows.png Description

 

Budgets/Cost Budget

All budgets totals are entered against the Project Task (In MYOB Advanced Construction>Project>Cost Budget) or the Sub Job (In Procore>Budget Tool)


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Original Budget Amount erp-orange-arrows.png erp-green-arrows.png Original Budgeted Amount
Sub Job erp-orange-arrows.png erp-green-arrows.png Project Task
Cost Code erp-orange-arrows.png erp-green-arrows.png Cost Code
Category erp-orange-arrows.png erp-green-arrows.png Account Group

Budget Modifications

Budget modifications export from Procore only. In Procore, budget mods are accessed from project-level Budget tool.

When Budget Modifications are exported from Procore, a Cost Budget Change Order is created on the Project in MYOB Advanced Construction. It will arrive with an "On Hold" status. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect.

 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 MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Change Date1 erp-orange-arrows.png   Change Date
Sub Job erp-orange-arrows.png   Project Task
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Account Group
Budget Modification Amount erp-orange-arrows.png   Amount

 

1 Export note: The Change Date is entered manually by an accounting approver when the budget mod is exported from Procore to MYOB Advanced Construction.

Prime Contracts

Prime Contracts export from Procore only. Prime contracts in Procore automatically sync to Acumatica Cloud ERP as a summarized single line item within the Revenue Budget tab. Your prime contract is automatically synced when the following conditions are met:

  • The project is synced with MYOB Advanced Construction.
  • A prime contract exists in the 'Approved' status.
  • At least one (1) line item with a non-zero value has been added to the contract's schedule of values (SOV).
  • The contract number must consist of no more than seven (7) alphanumeric characters.

Any changes made to the overall value of the contract after the initial contract value is synced, must be manually updated in the ERP system. 


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Amount
(Schedule of Values tab)
erp-orange-arrows.png   Original Budgeted Amount (Project Revenue Budget)

1 Prime Contract Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering is enabled in MYOB Advanced Construction, the Prime Contract number in MYOB Advanced Construction will be the next system generated number.

Prime Contract Change Orders

Prime Contract Change Orders (PCCOs) export from Procore only. When entering the SOV for a PCCO in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, PCCOs are accessed from the project level Prime Contracts tool under Change Orders. In MYOB Advanced Construction, the change(s) will appear as a Revenue Change Order with a Status of On Hold


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
System Date at Time of Prime Contract Creation erp-orange-arrows.png   Change Date
Approval Date
PCCO Number1 erp-orange-arrows.png   Reference Nbr
External ID
Title (General tab) erp-orange-arrows.png   Description
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Project Number
 
erp-orange-arrows.png   Project
 
Sub Job erp-orange-arrows.png   Project Task
Cost Code (Schedule of Values tab) erp-orange-arrows.png   Cost Code (Cost Budget Tab)
Cost Type (Schedule of Values tab) erp-orange-arrows.png   Account Group (Cost Budget Tab)
Potential Change Order Amount erp-orange-arrows.png   Amount (Cost Budget Tab)
Potential Change Order Amount + Markup(s) Amount erp-orange-arrows.png   Amount (Revenue Budget Tab)2

1 PCCO Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in MYOB Advanced Construction, the Change Order number in MYOB Advanced Construction will be the next system generated number.

2 Markup Amounts=Gross Margin Amount (except when using Markup to Estimate, then markups are included in Change Total Amount).

 

Commitments

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a commitment is automatically created in MYOB Advanced Construction. For Subcontracts a status of Open will be used in MYOB Advanced Construction. The Project used in Procore will be sent to the Project field on the commitment line item in MYOB Advanced Construction. For Purchase Orders, a status of Open will be used in MYOB Advanced Construction. For Purchase Orders, the type of Normal will be used in MYOB Advanced Construction. In Procore, Commitments are accessed from the project-level Commitments tool. 


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
System Date at Time of Commitment Creation erp-orange-arrows.png   Date
Start Date (Subcontract)
Delivery Date (Purchase Order)
erp-orange-arrows.png   Start Date (Subcontract)
Promised On (Purchase Order)
Commitment #1 erp-orange-arrows.png   Subcontract Nbr (for Subcontracts)
Order Nbr (for Purchase Orders)
External Ref (Subcontracts and Purchase Orders)
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description
Default Retainage erp-orange-arrows.png   Retainage Percent

Budget Code (Schedule of Values tab)

Sub Job
Cost Code
Cost Type

erp-orange-arrows.png   Project Task
Cost Code
Inventory ID2
Description (Schedule of Values tab) erp-orange-arrows.png   Line Description
Qty (Schedule of Values tab), if applicable erp-orange-arrows.png   Order Qty
Unit Cost (Schedule of Values tab), if applicable erp-orange-arrows.png   Unit Cost
Amount
(Schedule of Values tab)
erp-orange-arrows.png   Ext. Cost

1Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Subcontracts and/or Purchase Orders is enabled in MYOB Advanced Construction, the Subcontract/Purchase Order number in MYOB Advanced Construction will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction

Commitment Change Orders

Commitment Change Orders export from Procore only. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, Commitment Change Orders are accessed from the project level Commitments tool under Commitment Record. In MYOB Advanced Construction, the change(s) will appear as a Commitment Change Order with a Status of Closed


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
System Date at Time of Commitment Creation erp-orange-arrows.png   Change Date
Approval Date
Commitment Change Order #1 erp-orange-arrows.png   Change Order Reference Nbr
External Reference Nbr
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Project Number
Sub Job
erp-orange-arrows.png   Project
Project task
Cost Code (Schedule of Values tab) erp-orange-arrows.png   Cost Code
Cost Type (Schedule of Values tab) erp-orange-arrows.png   Inventory ID2
Qty (Schedule of Values tab), if applicable erp-orange-arrows.png   Quantity
Unit Cost (Schedule of Values tab), if applicable erp-orange-arrows.png   Unit Cost
Amount
(Schedule of Values tab)
erp-orange-arrows.png   Amount
Description
(General tab)
erp-orange-arrows.png   Detailed Description

 

1Commitment Change Order # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in MYOB Advanced Construction, the Change Order number in MYOB Advanced Construction will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction

Job Costs

Job costs import from MYOB Advanced Construction only. Cost information is retrieved from MYOB Advanced Construction for each Sub Job/Cost Code/Category on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. If Job Cost Transaction Syncing is enabled on the Procore Project, cost transaction from MYOB Advanced Construction 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 MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
DIRECT COST TYPE     DIRECT COST TYPE

Invoice

  erp-green-arrows.png Invoices
Subcontractor Invoice   erp-green-arrows.png Commitment Invoices
Payroll   erp-green-arrows.png Payroll
Expense   erp-green-arrows.png Misc Expenses
DIRECT COST      
Date   erp-green-arrows.png Date
Status   erp-green-arrows.png Automatically set to Approved
Employee   erp-green-arrows.png  
Description   erp-green-arrows.png Description
Vendor   erp-green-arrows.png Vendor (Only for transactions that originate from Accounts Payable)
Invoice #   erp-green-arrows.png Invoice (Only for transactions that originate from Accounts Payable)
Budget Code   erp-green-arrows.png Project Task
Cost Code
Account Group
Qty   erp-green-arrows.png Quantity
Unit Cost   erp-green-arrows.png Unit Rate
Amount   erp-green-arrows.png Amount
BUDGET      
JTD Cost   erp-green-arrows.png Actual Amount
Direct Costs   erp-green-arrows.png JTD Cost - Commitment Invoiced1
JOB COSTS REPORT      
Sub Job   erp-green-arrows.png Project Task
Cost Code   erp-green-arrows.png Cost Code
Cost Type   erp-green-arrows.png Account Group
Original Budget   erp-green-arrows.png Original Budgeted Amount
Original Budget Units   erp-green-arrows.png Original Budgeted Quantity
Approved Budget Changes   erp-green-arrows.png Budgeted CO Amount
Approved Budget Unit Changes   erp-green-arrows.png Budgeted CO Quantity
Revised Budget   erp-green-arrows.png Revised Budgeted Amount
Revised Budget Units   erp-green-arrows.png Revised Budgeted Quantity
Commitment Invoiced   erp-green-arrows.png Committed Invoiced Amount
Job To Date Cost   erp-green-arrows.png Actual Amount

1Direct costs is calculated from Job To Date Cost minus Commitment Invoiced.

Subcontractor Invoices

When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, an AP Bill is automatically created in MYOB Advanced Construction. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In MYOB Advanced Construction, the Bill will have a status of On Hold. NOTE: For customers who have multiple Cash Accounts in Acumatica, Procore will export subcontractor invoices to the Cash Account defined on the Acumatica project>USER-DEFINED FIELDS.


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction
Billing Date erp-orange-arrows.png   Date
Project erp-orange-arrows.png   Project
Commitment # erp-orange-arrows.png   Subcontract Nbr.
Overall Comments erp-orange-arrows.png   Description
Contractor Company erp-orange-arrows.png   Supplier
Invoice #1 erp-orange-arrows.png   Reference Nbr
Supplier Ref
Payment Due erp-orange-arrows.png   Amount
Budget Code (Detail Tab)
Sub Job
Cost Code
Cost Type
erp-orange-arrows.png   Project Task
Cost Code
Inventory ID2
This Period (Detail Tab) erp-orange-arrows.png   Amount

Work Retainage Held %
Work Retainage Held $

Work Retainage Released %

Work Retainage Released $

erp-orange-arrows.png  

Retainage Held Amount
Retainage Held Percent

Retainage Released Amount

Retainage Released Percent

Accounting Date erp-orange-arrows.png  

 

Date

1If Auto Numbering for Bills is enabled in MYOB Advanced Construction, the Reference Number in MYOB Advanced Construction will be the next system generated number.

2The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction

Commitment Payments Issued

Commitment Payments Issued imported from MYOB Advanced Construction only. When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, an AP Bill is automatically created in MYOB Advanced Construction. When the AP Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In MYOB Advanced Construction, payments are accessed from Payables>Checks and Payments.


PROCORE
Exports data from Procore to MYOB Advanced Construction  Imports data from MYOB Advanced Construction to Procore
MYOB Advanced Construction

Invoices

  erp-green-arrows.png n/a
Date   erp-green-arrows.png Post Date
Payment #   erp-green-arrows.png Reference Nbr
Invoice #   erp-green-arrows.png Supplier Ref
Check / Ref #   erp-green-arrows.png Payment Ref
Amount   erp-green-arrows.png Payment Amount