Sage 100 Contractor Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
PROJECTS COST CODES COST TYPES			JOBS COST CODES COST TYPES
SUB JOBS			PHASES 1
COMPANIES			AP VENDORS
BUDGET 2			BUDGET
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) PO CHANGE ORDERS (CCOs)			COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS SUBCONTRACT CHANGES APPENDED TO ORIGINAL PURCHASE ORDER
JOB COSTS COMMITTED COSTS (ACTUAL) 3 JTD COST DIRECT COSTS			COSTS COMMITTED COSTS (INVOICED) 3 JTD COST JOB COST TRANSACTIONS
SUBCONTRACTOR INVOICES 4,6			AP INVOICES

¹ If your company is using Sage 100 Contractor® Phases, project budgets must be created in Sage 100 Contractor® and then synced to Procore.
² Includes budget changes exports.
³ Committed costs (invoiced) includes purchase orders and subcontracts tied to an accounts payable invoice.
⁴ Not supported for Canada at this time due to tax restrictions.
⁵ Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP invoice, and 5-2 Payroll (project and budget must be synced).
⁶ Retainage is supported. Once exported to Sage 100 Contractor® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.

Note: Custom WBS Segments are NOT supported.  

Projects/Jobs

Job information in Sage 100 Contractor® can be found in 3-5 Jobs. Procore job info is found in the project admin tab.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Project Number			Job ID1
Project Name			Job Name
Address			Job Address
City			Job City
State			Job State
ZIP			Job Zip
Cost Codes & Types3			Cost Codes & Types2

¹ Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage 100 Contractor®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Sage Job ID (you can view it in the company-level  ERP Integrations tool) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Sage 100 Contractor®, the job ID will automatically populate in the project number field.

 ²Export note: When a project is exported from Procore to Sage 100 Contractor® a shell budget will be created in Sage 100 Contractor® with the cost codes and types that were added to the project in Procore before syncing.

³ Custom WBS Segments are NOT supported.  

Sub Jobs/Phases

Import from Sage 100 Contractor® only. Sub job information is entered in Sage 100 Contractor® via the budget. In Procore, you can find the Sub Job info in the Sub Jobs portion of the project-level Admin - Work Breakdown Structure tool.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Sub Job Number			Phase Number
Sub Job Name			Phase Name

Vendors

The vendor setup in Sage 100 Contractor® can be found at 4-4 Vendors (Accounts Payable). Procore companies can be found in the Directory.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
ERP Vendor ID1			Vendor Record Number
Name			Name
Address			Address
City			City
State			State
ZIP			Zip

¹ Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage 100 Contractor®. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool  under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

In Sage 100 Contractor®, budgets are accessed from 6-2 Budgets. In Procore, budgets are accessed from project-level Budget tool. Budget modifications export from Procore only. 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. In Sage 100 Contractor®, the change(s) will appear as a negative amount to the “From” Cost Code entered in Procore and a positive amount to the “To” Cost Code in Procore in 6-4-1 Change Orders > Budget and Sub Change Details tab.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Original Budget Amount			Budget Amount
Cost Code			Cost Code
Cost Type			Cost Type
Budget Modifications Cost Code Cost Type			Budget Amount Cost Code Cost Type

Commitments

Export from Procore only. When a Subcontract is exported from Procore, a Subcontract is created in Sage 100 Contractor® (6-7-1 Subcontracts ).  When a Purchase Order is exported from Procore, a Purchase Order is created in Sage 100 Contractor® (6-6-1 Purchase Orders). In Procore, Commitments are accessed from the project-level Commitments tool.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Subcontracts			Subcontracts
Commitment #			Subcontract #
Contract Amount			Original Subcontract
Contract Company			Vendor
Cost Code			Cost Code
Cost Type			Cost Type
Project Name			Job
Qty (if applicable)			Qty
System Date at Time of Commitment Creation			Subcontract Date
Title			Description
Purchase Orders			Purchase Orders
Commitment #			Order #
Subtotal			Total
Contract Company			Vendor
Cost Code			Cost Code
Description			Description (on detail grid)
Project Name			Job
Qty (if applicable)			Qty
Unit Cost			Price
System Date at Time of Commitment Creation			Subcontract Date
Title			Description

Commitment Change Orders

Export from Procore only.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Subcontract Change Order1			Subcontract Change Order
Project Name			Job
Title			Description
Change Order #			Change #
System Date at Time of Export			Order Date
Contract Amount			Budget Amount1
Company			Vendor
Cost Code			Cost Code
Cost Type			Cost Type
Purchase Order Change Order2			Purchase Order Change Order
Title			Description (first row below pre-existing line items)
Cost Code			Cost Code
Description			Description
Qty			Qty
Unit Cost			Price
Project Name			Job
Contract Amount			Total

¹ When a Subcontract Change Order is exported to Sage 100 Contractor®, the export will also update the Budget Amount in Sage 100 Contractor® (6-4-1 Change Orders > Budget and Sub Change Details tab)

 ²When Purchase Order Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in Sage 100 Contractor®, below pre-existing line items. In Procore, Purchase Order Change Orders are accessed from the Commitment Record in the project-level Commitments tool.

Job Costs

Import from Sage 100 Contractor® only.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Direct Costs			Costs entered directly into 6-3 in Sage 1001
ERP Commitment Invoiced Amount			Costs entered on an invoice that has been tied to a synced commitment

¹ Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP Invoice, and 5-2 Payroll (project and budget must be synced).

Job Cost Transaction Details

Import from Sage 100 Contractor® only. If this feature is enabled, all posted cost transaction details from Sage 100 Contractor® are imported into the Direct Costs 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 Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Direct Cost Type			Cost Type
Invoice			AP Cost
Subcontractor Invoice			AP Cost (with Commitment)
Payroll			PR Cost
Expense			JC Cost
Direct Cost
Item Date			Transaction Date
Status			Automatically set to Approved
Description			Description
Vendor			Vendor (Only for transactions that originate from Accounts Payable)
Invoice #			Invoice (Only for transactions that originate from Accounts Payable)
Amount			Amount

Subcontractor Invoices

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor®  to Procore	Sage 100 Contractor®
Summary			Header
Billing Period			Posting Period
Invoice #			Invoice #
Billing Date			Invoice Date
Status			Status
Contractor Company			Vendor
Line Items			Distributions
Commitment #			Commitment
Project #			Job
Sub Job #			Phase
Cost Code			Cost Code
Cost Type			Cost Type
Description of Work			Description
Work Completed (This Period) +  newly entered Materials Presently Stored1			Amount

¹ Retainage is supported. Once exported to Sage 100 Contractor® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.

See Also 

• About Procore + Sage 100 Contractor®
• Things to Know about the Sage 100 Contractor® Connector