NetSuite® Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®

PROJECT WBS CODES 1

Cost Codes, Cost Types, Custom Segments

erp-orange-arrows.png  

ITEMS

(Other Charge)

PROJECTS erp-orange-arrows.png erp-green-arrows.png PROJECTS
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS

SUBCONTRACTOR INVOICES

erp-orange-arrows.png  

VENDOR BILLS

COMMITMENT PAYMENTS ISSUED 2   erp-green-arrows.png VENDOR BILL PAYMENTS

OWNER INVOICES

erp-orange-arrows.png   INVOICE (Sales)
DIRECT COSTS   erp-green-arrows.png VENDOR BILLS/JOURNALS


Custom WBS Segments ARE supported.

2 Supported in the US only at this time.

Project WBS Codes


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)

erp-orange-arrows.png   Item Name/Number
Budget Code Description erp-orange-arrows.png   Display Name/Code

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

Projects


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Project Number erp-orange-arrows.png erp-green-arrows.png Job ID
Project Name erp-orange-arrows.png erp-green-arrows.png Job Name
Start Date erp-orange-arrows.png erp-green-arrows.png Start Date
Completion Date erp-orange-arrows.png erp-green-arrows.png Estimated End Date
Total Value erp-orange-arrows.png erp-green-arrows.png Estimated Revenue

 

Vendors


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Name erp-orange-arrows.png erp-green-arrows.png Company Name
Address/City/State/Zip erp-orange-arrows.png erp-green-arrows.png Address/City/State/Zip
Business Phone erp-orange-arrows.png erp-green-arrows.png Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png E-Mail
Website erp-orange-arrows.png erp-green-arrows.png Web Address

 

Subcontractor Invoices


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Billing Date erp-orange-arrows.png   Date
Contract Company erp-orange-arrows.png   Vendor
Invoice # erp-orange-arrows.png   Reference No. (Document Number)
      Distributions
Project erp-orange-arrows.png   Customer/Project

WBS Budget Code

(Cost Code, Cost Type)

erp-orange-arrows.png   Item
Value or This Period erp-orange-arrows.png   Amount
Total Retainage erp-orange-arrows.png   Amount (on separate line item for retainage)

1 If used in Procore, retainage is coded to an Item in NetSuite®. 

 

Commitment Payments Issued


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Invoices   erp-green-arrows.png Applied To Invoice
Payment Method   erp-green-arrows.png n/a
Date   erp-green-arrows.png Date
Payment #   erp-green-arrows.png n/a
Invoice #   erp-green-arrows.png n/a
Check / Ref #   erp-green-arrows.png Check #
Notes   erp-green-arrows.png n/a
Amount   erp-green-arrows.png Amount Due

 

Owner Invoices

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 erp-orange-arrows.png   Project

Billing Date

(if blank, then Billing Period End Date)

erp-orange-arrows.png   Date
Invoice No. erp-orange-arrows.png   Invoice #
Invoice Subtotal Amount erp-orange-arrows.png  
Line 1 'Current Payment Due' - NetSuite® Service Item for Summary AR

Retainage

erp-orange-arrows.png   Line 2 'Current Retainage' - NetSuite® Service Item for AR Retainage

 

Direct Cost Transactions


PROCORE
Exports data from Procore to NetSuite®  Imports data from NetSuite®  to Procore
NetSuite®
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png Vendor Bills
Expense   erp-green-arrows.png Journal Entries
Direct Cost      
Received Date   erp-green-arrows.png Date
Status   erp-green-arrows.png Automatically set to Approved

Description

(Cost Type + Invoice/Journal #)

  erp-green-arrows.png n/a
Vendor   erp-green-arrows.png Vendor (for Vendor Bill type)
Invoice #   erp-green-arrows.png Transaction Number
Amount   erp-green-arrows.png Amount

See Also