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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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.
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The following workflow diagrams explain the order of operations when creating certain types of items in a Procore project, when your company's Procore account has been integrated with Sage 100 Contractor®.
If you are setting up a new job/project for Procore + Sage 100 Contractor®, use the workflow below as a guideline.
Important! When setting up a new job/project in Procore, you must always add the job/project in one system and then add it to the other. You cannot create a job in both systems and then sync them at a later time.
If you are setting up the budget on a Procore + Sage 100 Contractor® project for the first time, use the workflow below as a guideline.
Important! When setting up a new project in Procore, you must always set up the budget in one system and then import or export it to the other. You cannot create a budget in both systems and then sync the budgets a later time. Once it is set up as desired, updates to the budget must be managed in the system in which it was created.
If you need to update a budget in Procore after exporting it to Sage 100 Contractor®, use the workflow below as a guideline.
Follow the steps below to create commitments in Procore and then export them to Sage 100 Contractor®.
Important! After a Procore project is synced with a Sage 100 Contractor® job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 100 Contractor®.
Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 100 Contractor®.
Important! Change orders can only be created from synced commitments.
There are two different ways to sync vendor data between Procore and Sage 100 Contractor®.
Important! Vendors can be created in either Procore or Sage 100 Contractor®.
Learn which user permissions are required to take the described actions in this tool.
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.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
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 |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'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:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Below are the notable changes for the Procore + Sage 100 Contractor® integration.
Users can now sync job cost transaction data from Sage 100 Contractor® to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Add Columns to a Budget View for ERP Job Cost Transaction Detail.