PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Cost Codes, Cost Types, Custom Segments |
ITEMS (Other Charge) |
||
PROJECTS | PROJECTS | ||
COMPANIES | VENDORS | ||
VENDOR BILLS |
|||
COMMITMENT PAYMENTS ISSUED 2 | VENDOR BILL PAYMENTS | ||
INVOICE (Sales) | |||
DIRECT COSTS | VENDOR BILLS/JOURNALS |
1 Custom WBS Segments ARE supported.
2 Supported in the US only at this time.
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Project WBS Code 1 Project Number + Budget Code (Cost Code, Cost Type, Custom Segment) |
Item Name/Number | ||
Budget Code Description | Display Name/Code |
1 Custom WBS Segments ARE supported.
Export note: The NetSuite® Item is created as an "Other Charge" type and assignments such as "Expense Account" are applied per defaults set up in NetSuite® Accounting Preferences
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Project Number | Job ID | ||
Project Name | Job Name | ||
Start Date | Start Date | ||
Completion Date | Estimated End Date | ||
Total Value | Estimated Revenue |
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Name | Company Name | ||
Address/City/State/Zip | Address/City/State/Zip | ||
Business Phone | Phone | ||
Business Fax | Fax | ||
Email Address | |||
Website | Web Address |
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Billing Date | Date | ||
Contract Company | Vendor | ||
Invoice # | Reference No. (Document Number) | ||
Distributions | |||
Project | Customer/Project | ||
WBS Budget Code (Cost Code, Cost Type) |
Item | ||
Value or This Period | Amount | ||
Total Retainage | Amount (on separate line item for retainage) |
1 If used in Procore, retainage is coded to an Item in NetSuite®.
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Invoices | Applied To Invoice | ||
Payment Method | n/a | ||
Date | Date | ||
Payment # | n/a | ||
Invoice # | n/a | ||
Check / Ref # | Check # | ||
Notes | n/a | ||
Amount | Amount Due |
When an owner invoice is exported from Procore to NetSuite®, a sales invoice is automatically created in NetSuite®. In Procore, owner invoices are accessed from invoices in the project-level Prime Contracts tool, as well as from owner invoices in the project-level Invoicing tool.
In NetSuite®, sales invoices can be accessed from the Transactions menu.
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Project | Project | ||
Billing Date (if blank, then Billing Period End Date) |
Date | ||
Invoice No. | Invoice # | ||
Invoice Subtotal Amount | Line 1 'Current Payment Due' - NetSuite® Service Item for Summary AR |
||
Retainage |
Line 2 'Current Retainage' - NetSuite® Service Item for AR Retainage |
PROCORE |
Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
---|---|---|---|
Direct Cost Type | Cost Type | ||
Invoice | Vendor Bills | ||
Expense | Journal Entries | ||
Direct Cost | |||
Received Date | Date | ||
Status | Automatically set to Approved | ||
Description (Cost Type + Invoice/Journal #) |
n/a | ||
Vendor | Vendor (for Vendor Bill type) | ||
Invoice # | Transaction Number | ||
Amount | Amount |