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Procore

Project Financials + Sage Intacct® Connector

Overview

Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with Sage Intacct®.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + Sage Intacct® integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + Sage Intacct® integration, you can:

  • Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Sage Intacct®.
  • More efficient communication between Accounting and Project Management teams.
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Prerequisites

  • Subscribe to Web Services in Sage Intacct®
  • Subscribe to Construction in Sage Intacct®

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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Videos

Sync Procore Projects with Sage Intacct®
Import Vendors from Sage Intacct®
Export a Procore Budget to Sage Intacct®
Export a Procore Commitment to Sage Intacct®
Export a Procore CCO to Sage Intacct®
 
Export Budget Modifications to Sage Intacct®
 
Export Companies to Sage Intacct®
 
Export Sub Jobs to Sage Intacct®
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Sage Intacct® - Export a Budget to Sage Intacct®

 

Sage Intacct® - Export Budget Modifications to Sage Intacct®

 

Sage Intacct® - Export a Commitment Change Order to Sage Intacct®

 

Sage Intacct® - Export a Commitment to Sage Intacct®

 

Sage Intacct® - Export Sub Jobs to Sage Intacct®

 

Sage Intacct® - Export Companies to Sage Intacct®

 

Sage Intacct® - Import Vendors from Sage Intacct®

 

Sage Intacct® - Sync Procore Projects with Sage Intacct®

 

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 CCOs

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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

 Web

   

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Release Notes

Below are the notable changes to the Procore + Sage Intacct® integration.

Recent Changes

Enhanced Direct cost transaction deletion (02/21/2025) 

When users delete direct costs or direct cost line items with Sage Intacct®, the deletion is automatically reflected in Procore, eliminating the need for manual reconciliation. This feature has been turned on for all users. To learn more, see About Sage Intacct®.

ERP Enhancement to Budget Syncing Functionality (02/03/2025)

Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports. See Things to Know about the Project Financials + Sage Intacct® Connector to learn more.

Editable Contract Line ID for Sage Intacct® Prime contract change order Exports (01/17/2025)

Procore has introduced an editable field for specifying contract line IDs when exporting prime contract change orders to Sage Intacct®. This enhancement allow you to select your contract item code during export, reducing errors related to character limits and duplication. You do not need to contact support to begin using this new functionality. To learn more, see Sage Intacct® Detailed Data Mapping.

Refresh Prime Contracts synced with Sage Intacct® (01/14/2025)

In Procore, users can now refresh prime contracts on both the 'ready to import' and 'synced filters of the Prime Contract sub-tab in the ERP integration's tool. This ensures all changes made in Sage Intacct® are accurately reflected in Procore. To learn more, see Refresh a Prime Contract Synced With an ERP Integration.

Space delimiter option now available for cost codes in Sage Intacct® (01/14/2025)

The cost code segment delimiter functionality now supports blank spaces, enabling seamless import and usage of cost codes that match the appearance in your ERP system. Please contact your Procore point of contact to enable this feature. To learn more, see About Sage Intacct®.

ERP Admins can now ‘reset’ PCCOs directly within the ERP tool without the need to contact support. To learn more, see Reset PCCOs Synced with ERP.

sync Prime Contracts & Prime contract change orders! (06/04/2024)

Users can now import prime contracts created in Sage Intacct® into Procore's Prime Contracts tool. You can now also export Prime Contract Change Orders (PCCOs) created in Procore to Sage Intacct®. To learn more, see About Sage Intacct®.

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. 

Sage Intacct®, 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.

Things to know about the Sage Intacct® Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

  • Prerequisites
    • Sage Intacct® subscriptions
      • In order to use Procore's integration with  Sage Intacct®, the following subscriptions will need to be enabled in Sage Intacct®:
        • Web Services
        • Construction
        • To enable these, go to Company → Admin → Subscriptions
        • Find ‘Web Services’ and click on it to Subscribe.
        • Repeat the process for "Construction Subscription". Sage Intacct® will have an additional charge for this.  Please consult your Sage reseller about this.
        • Click Done when finished.
  • Connection Requirements
    • Within Procore:   Your Integration Implementation Specialist will ask you to add the required DMSA Apps to your account.
    • Data exports instantly; imports can be requested by Admins.
  • Additional Information
    • 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. 
    • Within Procore, any exports to Sage Intacct® must be approved by your company's designated accounting approver(s).

COMPANY LEVEL work breakdown structure (wbs)

  • Notes: 
    • If you will be integrating one (1) or more projects with Sage Intacct®, you should always enable the 'Available for use on new projects' option.
    • If a cost code has been deactivated, you cannot add it to a project unless you reactivate it first.

PROJECT LEVEL work breakdown structure (wbs)

  • Prerequisites
    • To add Sage Intacct® standard cost codes to a project, the ERP Integrations tool must be enabled on the project. 
    • The Sage Intacct® job must be added as a Procore project
  • Notes:
    • If a user adds new Project level cost codes to the Sage Intacct® Standard Cost Code List, those updates must be sent to the ERP Integrations tool so the changes can be reviewed by an accounting approver.
    • Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.
  • Additional Information:
    • If a new cost code that already has a different cost type assignment in Procore is approved/updated, both cost type assignments will be tied to the cost code.
    • Existing cost code descriptions in Sage Intacct® will not be overwritten. For example, if the cost code already has a description in Sage Intacct® that's different from the cost code's description that appears in Procore, the cost code's description in Sage Intacct® will stay the same.

companies

  • Limitations
    • After a company record from Sage Intacct® is linked to a company record in Procore, any 'Address' changes are not synced between the two systems. This is because the 'Address' in Sage Intacct® pertains to the company's billing address, which may be different from the mailing address that your project management team needs to use for job related correspondence.
    • Companies must be created at the top level in Sage Intacct® for the integration to properly pick up Job Costs across projects.
    • Companies created at the entity level are neither seen nor supported by the integration. 
    • Company records created in Procore by importing a vendor from Sage Intacct® do not automatically sync vendor insurance details. You must manually manage and update vendor insurance information in Procore and Sage Intacct®.
  • Additional Information
    • It's strongly recommended that you first try to link any Sage Intacct® companies that already exist in your Procore Company level Directory before adding new companies to avoid duplication.

projects

  • Project Export Requirements:
    • 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.
    • 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 Sage Intacct®.
    • If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes. 
    • When entering your project data, be aware of the following requirements:
      • Project Name. Sage Intacct® imposes a maximum of 200 characters limit. If your project name exceeds this limit, your project name will be truncated in Sage Intacct®.
      • Active Project. Sage Intacct® requires you to set your new project as 'Active' in Procore. 
  • Additional Information:
    • Before you can sync data project data between the two (2) systems, your Procore point of contact must enable the 'Can Push to Accounting' privilege for your company's accounting approvers. This gives users with 'Standard' level permissions to the ERP Integrations tool permission to accept or reject the data that is synced between Procore and Sage Intacct®. 

SUB JOBS

  • Considerations
    • If you have created an 'Sub Job' in Sage Intacct®, you can import it into your Procore project. Before the synchronization process add the 'Sub Job' to your Procore project, the information will appear in the 'Sub Jobs' tab of the company's ERP Integrations tool.
  • Synchronized data will include the following:

    • Sub Job Cost Codes
    • Sub Job Categories
    • Original Estimate
  • Additional Information
    • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.
    • When editing a sub job description, the new description entry must exactly match the change you made to the sub job in your ERP system.

BUDGET

  • Prerequisites for Export from Procore:
    • Add the Sage Intacct® Job to Procore. 
    • Create or update the project budget:
    • The budget must be locked before the export.
    • Ensure the project's cost codes are updated with the synced job in Sage Intacct®.
  • Restrictions:
    • The ability to unlock the Procore budget, resend data to Sage Intacct®, add budget line items, and create budget modifications will be disabled until the export from Procore to Sage Intacct® is complete.
  • Limitations:
    • The Procore + Sage Intacct® integration does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only. 
    • The Procore + Sage Intacct® integration does NOT sync Prime Contract Change Orders to Sage Intacct® as Budget Revisions, even though these impact the budget as such in Procore. In order to sync budget revisions to Sage Intacct®, those revisions must be entered into Procore as budget changes or revised budget estimates. In other words, the revisions must be entered via the Budgets Tool, not the Prime Contract Tool. 

ERP BUDGET VIEWS

  • Additional Information:
    • Any custom budget views that you create for Sage Intacct® must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver. 

COMMITMENTS

  • Prerequisites:
    Before you can send a commitment to the ERP Integrations tool, it must satisfy these prerequisites:
    • ID Number. Must be fewer characters that the limitation set in Sage Intacct®.
      Note: Your Procore integration implementation specialist can set this limitation within Procore itself, so that your users are restricted from surpassing it. If this has not been configured, then there will be no length limitation in Procore, only that in Sage Intacct®. 
    • Title. For Sage Intacct®, the title must be 35 characters or less.
      Note: You cannot save a commitment that does not meet this criteria.
    • Start Date. For Sage Intacct®, you must enter a Start Date for the commitment.
      Note: You cannot save a commitment that does not meet this criteria.
    • Contract Company. Must be linked to a synced Sage Intacct® vendor. See Link a Sage Intacct® Vendor to a Procore Company.
    • Status. For subcontracts, the status must be set to 'Approved' or 'Complete.'
    • Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain Sage Intacct® cost codes.
  • Additional Information:
    • If desired, you can configure your default settings to use your Procore Contract Number for an exported commitment's Sage Intacct® ID field. If enabled, the Sage Intacct® ID will auto-populate with the Procore Contract Number, however, the value can still be edited (Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool.) 
  • Limitations:
    • To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
    • Commitments synced to Sage Intacct® will NOT contain details regarding tax codes. 
    • After the commitments on a project have been synced with a company's Sage Intacct® system, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The fields that cannot be edited after a sync include:

      • Contract Company
      • Status
      • Schedule of Values (SOV) sub tab (all fields)
    • If you need to delete a commitment after its been synced with your Sage Intacct®, you must first disconnect the link that exists between the two records in each system.
    • Once deleted, the commitment's data is permanently removed from Procore and cannot be retrieved.

COMMITMENT CHANGE ORDERS (CCO)

  • Minimum Requirements:
    In order to send a CCO in the Change Orders tool when the integration with Sage Intacct® is active, the CCO must satisfy these requirements:
    • Title: Must be 35 characters or less.
      Note: You cannot save a CCO that does not meet this requirement.
    • Due Date: The due date field must be entered. This corresponds to the 'Date' in Sage Intacct®.
      Note: You cannot save a CCO that does not meet this requirement.
    • Contract Company. Must be linked to a Sage Intacct® vendor. 
    • Status. Must be 'Approved.' 
    • Schedule of Values (SOV). Must include at least one (1) line item with a Sage Intacct® Cost Code.
      Notes:
      - You can only add a line item to the commitment's SOV if its linked to an existing cost code and category.
      - Line item description can't be longer than 400 characters.
  • Additional Information:
    • If desired, you can configure your default settings to use your Procore Change Order Number for an exported commitment's Sage Intacct® ID field. If enabled, the Sage Intacct® ID will auto-populate with the Procore Change Order Number. However, the value can still be edited. (Enabling this account-wide configuration setting requires 'Admin' level access on the ERP Integrations tool.)
  • Limitations:
    • If a line item on a CCO creates a new line item on the original contract, that new line item will not be reflected on the Sage Intacct® contract. However, the CCO's line item will still be sent to Sage Intacct®. 
    • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
    • If a line item on a CCO creates a new line item on the original contract, that new line item will not be reflected on the Sage Intacct® contract. However, the CCO's line item will still be sent to Sage Intacct®. 
    • Procore does not permit users to delete synced commitments, so you must first unlink the records in the two systems to allow for deletion.
    • You cannot delete an 'Approved' change order. The status must be adjusted prior to deletion.
    • After a synced CCO is unlinked and deleted, the data is permanently removed from the system and cannot be restored.

subcontractor invoices

  • Additional Information:
    • Billing Date. This date in Procore is transferred to Sage Intacct® as the Date on a bill. 
    • Invoices whose total amount equals zero dollars cannot be sent to Sage Intacct®. These invoices will not be synced when exported. 
    • Materials Presently Stored and Materials Retainage are not supported with the Sage Intacct® integration. These values will be ignored when sending invoices to Sage Intacct®. 
    • After invoices are sent, users will NOT be able to edit the invoice in the Commitments tool (with the exception of editing the invoice's attachments). 
    • If you mark a vendor as a 1099 vendor in Sage Intacct®, the invoice exported from Procore will not be flagged as 1099 reportable. 
  • Minimum Invoice Requirements:
    • Before you can send an invoice from the Commitments tool to the ERP Integrations tool, the invoice must be in the Approved, Approved as Noted, or Pending Owner Approval status. 

PRIME CONTRACTs

  • Notes:
    • Prime contracts can only be imported to Procore from Sage Intacct®.
    • Within your ERP Integration settings, ERP Admins can enable the ability to designate your prime contract as either Unit-based or Amount-based before importing to Procore. 
    • If you choose to update the prime contract in Sage Intacct® , you will need to manually sync and re-import your changes to Procore.
    • While updates made to the Prime Contract in Intacct can be reimported into Procore, deletion of SOV line items is not detected. Contact ERP support for assistance in removing the deleted items.
    • After the prime contract has been imported, budget codes and descriptions can be added to individual line items from the Prime Contracts tool under Schedule of Values.
    • Multiple prime contracts set up against a job in Sage Intacct® can be imported into a synced Procore project.
  • Additional Information:
    • On the 'Ready to Import' and 'Synced' filters with the Prime Contract ERP Integrations tool, a refresh will check for the follwing:
      • Prime contract line items are updated
      • Prime contact header items are updated
      • After this, then users will be able to re-import
    • The 'Re-Import' button is grayed out and unavailable in the following situations:
      • The prime contract is unapproved.
      • The prime contract does not belong to a synced job.
      • The prime contract has unintentionally been added to two projects in your company's Procore account.
      • The prime contact has already been synced and there are no new un-synced line items.

PRIME CONTRACT CHANGE ORDERS (PCCO)

  • Notes:
    • Users who are granted only 'Standard' level permission to the ERP Integrations tool can view information, but do not have sufficient permission to accept/reject PCCOs for export.
  • Pre-requisites to sync:
    • Create or update the PCCO in Procore.
    • The PCCO must be sent to the ERP Integrations tool.
    • If any changes have been made to the prime contract in Sage Intacct®, make sure those changes are synced to Procore.
    • Before you can send a PCCO to the ERP Integrations tool, it must be in the Approved status. 
      Note: Users with 'Admin' level permission on the project can change the status of a PCCO manually within the PCCO; Accounting Approvers can change the status of a PCCO by approving it for export through the ERP integrations tool. 
    • To export a PCCO from the ERP Integrations tool to Sage Intacct®, you must first sync the project’s budget.

JOB TO DATE COSTS

  • Import from Sage Intacct® only. 
  • Cost information is retrieved from Sage Intacct® for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report.

Direct Costs

  • Notes:
    • If you delete a direct cost in Sage Intacct®, Procore will delete the corresponding direct cost.
    • If you do not want Procore to delete the direct cost, you should turn on the 'Enable reversal of unpaid bills' setting in Sage Intacct® to have the reversed transaction brought into Procore as a negative amount.
    • When you add a new line item to an invoice, the invoice gets updated in Procore. If you add a new line item on a payroll/expense, then the line item is brought over as a new Direct Cost transaction in Procore.
    • Procore does not detect updates to existing line items, however you can make updates manually in Procore with the Edit Direct Cost feature.
  • Requirements:
    The steps for enabling job cost transaction detail syncing are:
    • A user with 'Admin' permission on the project's Admin tool must enable the job cost transaction detail syncing capability. 
    • Your Procore Administrator must update your project's budget view(s) to complete these steps:
      1. If you have previously added columns to your budget view for job cost summary information, you will need to remove both the existing 'ERP Direct Costs' calculated column and the 'ERP Job to Date Costs' source column. 
      2. After removing these columns, you will need to add the recommended columns for job cost transaction detail syncing to your budget view(s). 
  • Limitations:
    The following job cost transactional details are not brought over during this sync:
    • 'Units'
    • 'Received Date' 

 

Data Mapping

 

Overview


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
COST CODES 1
COST TYPES
  tri-left-arrow-green.png COST CODES (TASKS)
CATEGORIES
PROJECTS erp-orange-arrows.png erp-green-arrows.png

JOBS

SUB JOBS erp-orange-arrows.png erp-green-arrows.png SUB JOBS
COMPANIES erp-orange-arrows.png erp-green-arrows.png AP VENDORS
BUDGET erp-orange-arrows.png erp-green-arrows.png JOB ESTIMATE
BUDGET MODIFICATIONS erp-orange-arrows.png   REVISION
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
erp-orange-arrows.png   PURCHASING
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs) erp-orange-arrows.png   COMMITMENT CHANGE ORDERS
PRIME CONTRACT   erp-green-arrows.png PROJECT CONTRACT
PRIME CONTRACT CHANGE ORDERS (PCCOs) erp-orange-arrows.png   PROJECT CHANGE ORDER
DIRECT COSTS   erp-green-arrows.png GENERAL LEDGER
PC COST TYPES (CUSTOM)
PC ACCOUNT TYPE (CUSTOM)

SUBCONTRACTOR INVOICES 

erp-orange-arrows.png  

BILLS

COMMITMENT PAYMENTS ISSUED 2 erp-orange-arrows.png erp-green-arrows.png BILL PAYMENTS 3 

1 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore. Custom WBS Segments are NOT supported.  
2 Export of payment records from Procore to Sage Intacct® is only supported for customers in the United States who license Procore Pay.
3 Import of payment records from Procore to Sage Intacct® is only supported for customers in the United States.

 

Projects/Jobs

When a Project is exported from Procore to Sage Intacct®, an import file is created for the Job Cost module. This import file is then run on the Sage Intacct® server automatically to create the Job record in Sage Intacct®. This import file contains 3 types of records.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Sage Job ID erp-orange-arrows.png erp-green-arrows.png Job1
Project Name erp-orange-arrows.png erp-green-arrows.png Job Name
Cost Code2
Code
Description
erp-orange-arrows.png erp-green-arrows.png Cost Code
Tasks
Description
Cost Type
Cost Code
Cost Type ID
erp-orange-arrows.png erp-green-arrows.png Cost Type
Cost Code
Cost Types
Start Date erp-orange-arrows.png erp-green-arrows.png Begin Date
Completion Date erp-orange-arrows.png erp-green-arrows.png End Date

1 Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage Intacct®. 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 under the Synced section of Jobs) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Sage Intacct®, the job ID will automatically populate in the project number field.

2 Both Standard and Project specific cost codes, which can be created in Sage Intacct® ,are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue. Custom WBS Segments are NOT supported.  

Sub Jobs


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Code erp-orange-arrows.png erp-green-arrows.png Sub Job
Sub Job erp-orange-arrows.png erp-green-arrows.png Description
Cost Code1,2
Code
Description
erp-orange-arrows.png erp-green-arrows.png Cost Code
Task
Description
Cost Type
Cost Code
Cost Type ID
erp-orange-arrows.png erp-green-arrows.png Cost Type
Task
Cost Types

1 Both Standard and Project specific cost codes (which can be created in Sage Intacct® manually under Setup in Cost Codes) are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue.

Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.

Vendors


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®

ERP Vendor ID1

erp-orange-arrows.png erp-green-arrows.png Vendor ID
Name erp-orange-arrows.png erp-green-arrows.png Name
Address erp-orange-arrows.png erp-green-arrows.png Address
City erp-orange-arrows.png erp-green-arrows.png City
State erp-orange-arrows.png erp-green-arrows.png State
ZIP erp-orange-arrows.png erp-green-arrows.png Zip Code/ Post Code
Business Phone erp-orange-arrows.png erp-green-arrows.png Primary Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png Email Address
Website erp-orange-arrows.png erp-green-arrows.png URL

1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage Intacct®. 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

A Budget is exported from Procore to Sage Intacct® as the Workflow type Original.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Original Budget erp-orange-arrows.png erp-green-arrows.png Original Estimate
Cost Code erp-orange-arrows.png erp-green-arrows.png Cost Code
Cost Type erp-orange-arrows.png erp-green-arrows.png Cost Type

Budget Modifications

When a Budget Modification is exported from Procore to Sage Intacct® as the Workflow type Revision.

 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 Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Project erp-orange-arrows.png   Job
Project Name erp-orange-arrows.png   Job Name
From/To erp-orange-arrows.png   Cost Code ID
From/To erp-orange-arrows.png   Cost Code Name
From/To erp-orange-arrows.png   Cost Type ID
From/To erp-orange-arrows.png   Cost Type Name
Amount erp-orange-arrows.png   Transfer Amount

 

Commitments


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Commitment Header     Commitment Header
Contract # erp-orange-arrows.png   Document Number
Commitment Type1 erp-orange-arrows.png   Transaction Type
Contract Company2 erp-orange-arrows.png   Vendor
Export Date erp-orange-arrows.png   Date
Title erp-orange-arrows.png   Message
Commitment Item (Purchase Orders)     Commitment Item
Sage Job ID erp-orange-arrows.png   Project
Cost Code erp-orange-arrows.png   Task/Cost Code
Cost Type erp-orange-arrows.png   Cost Type3
Description erp-orange-arrows.png   Memo
Qty erp-orange-arrows.png   Quantity
 Unit is populated from the base UOM on the Sage Intacct® Item ID.     Unit
Unit Cost erp-orange-arrows.png   Price
Amount erp-orange-arrows.png   Extended Price
Default Retainage4 erp-orange-arrows.png   Retainage Percentage
Commitment Item (Subcontracts)     Commitment Item
Sage Job ID erp-orange-arrows.png   Project
Cost Code erp-orange-arrows.png   Task/Cost Code
Cost Type erp-orange-arrows.png   Cost Type3
Description erp-orange-arrows.png   Memo
Amount erp-orange-arrows.png   Extended Price
Default Retainage4 erp-orange-arrows.png   Default Retainage Percentage

1 When a commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the purchasing transaction for Sage Intacct®.

2 The Contract Company must be ERP synced.

3 The Item ID is populated from the Sage Intacct® Cost Type’s  default item.

4 Default Retainage (Header) populates the Sage Intacct® Retainage Percentage on the line entry.

Commitment Change Orders

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.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Commitment Change Order Header     Commitment Change Order Header
Title erp-orange-arrows.png   Message
System Date at Time of Export erp-orange-arrows.png   Date
Change Order Number erp-orange-arrows.png   External Reference No
Commitment Change Order Item
(Purchase Order or Unit/Quantity Based Subcontract)
    Commitment Change Order Item
Item ID1      
Qty erp-orange-arrows.png   Unit
Contract Amount or Subtotal erp-orange-arrows.png   Extended Price
Commitment Change Order Item
(When New Line Item is Selected Entering the SOV on the CCO)
    Commitment Change Order Item
Sage Intacct® ID erp-orange-arrows.png   Item ID
Qty2 erp-orange-arrows.png   Quantity
Unit Cost2 erp-orange-arrows.png   Unit Cost
UOM2 erp-orange-arrows.png   Unit
Contract Amount or Subtotal3 erp-orange-arrows.png   Extended Price

1 This field gets pulled from the Cost Type.

2Typically Quantity, Units and Unit Cost are only used on Purchase Orders.

3The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Prime Contract


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
General     Project Contract Information
Contract #   erp-green-arrows.png Project Contract ID
Title   erp-green-arrows.png Project Contract Name
Contract #   erp-green-arrows.png Project
Description   erp-green-arrows.png Description
Retainage Percent   erp-green-arrows.png Retainage Percent
Status   erp-green-arrows.png Status
Date Created   erp-green-arrows.png Assigned based on the date imported
Schedule of Values     Project Contract Lines
Description   erp-green-arrows.png Line ID + Line Name
Project ID   erp-green-arrows.png Project ID
Amount   erp-green-arrows.png Original Price

Prime Contract Change Orders


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
PCCO General      Project Change Order

Project # + PCCO #

erp-orange-arrows.png  

Project Change Order ID

Project #

erp-orange-arrows.png  

Project

Status = ‘Approved’

erp-orange-arrows.png  

Change Request Status Name

Transaction Date

erp-orange-arrows.png  

Project Change Order Date

Default Item ID

erp-orange-arrows.png  

Item ID

PCCO General     Project Change Request

Status = ‘Approved’

erp-orange-arrows.png  

Change Request Status Name

Project #

erp-orange-arrows.png  

Project

Transaction Date

erp-orange-arrows.png  

Change Request Date

‘CR’ + Project ID + PCCO #

erp-orange-arrows.png  

Change Request ID

Contract #

erp-orange-arrows.png  

Project Contract ID1

Contract SOV Origin Code*

erp-orange-arrows.png  

Project Contract Line ID1 

Description

erp-orange-arrows.png  

Scope

Title

erp-orange-arrows.png  

Description

PCCO Schedule of Values     Project Change Request Entries

Project #

erp-orange-arrows.png  

Project

Cost Code

erp-orange-arrows.png  

Task ID

Cost Type

erp-orange-arrows.png  

Cost Type ID

Amount

erp-orange-arrows.png  

Cost

Amount

erp-orange-arrows.png  

Price

Quantity

erp-orange-arrows.png  

Quantity

UOM

erp-orange-arrows.png  

Unit

Contract Item Code2

erp-orange-arrows.png  

Project Contract ID

Line ID + Description

erp-orange-arrows.png  

Memo

Revenue Markup Amount

erp-orange-arrows.png  

Price Markup Amount

Prime Contract Schedule of Values     Project Contract Line

Contract #

erp-orange-arrows.png  

Project Contract ID

Contract SOV Origin Code

erp-orange-arrows.png  

Project Contract Line ID

Transaction Date

erp-orange-arrows.png  

Contract Line Date

Default Account Number

erp-orange-arrows.png  

Account Number

Project #

erp-orange-arrows.png  

Project

Default Item ID

erp-orange-arrows.png  

Item ID

Contract SOV Line ID

erp-orange-arrows.png  

Scope

System date assigned at time of export

erp-orange-arrows.png  

Price Effective Date

1 Project Contract Line ID will only display if all Project Contract IDs are the same. 

If the option to create a new line item on the prime contract was selected during the entry of the PCO in Procore, the accounting approver will be prompted to assign the new Contract item ID number at the time of export. The following special characters are not accepted by Sage Intacct®: ~`!@#$%^&*()-+={[}]|:;"'<,>? The following special characters are accepted by Sage Intacct®: _ . /

Job Costs

Import from Sage Intacct® only. Cost information is retrieved from Sage Intacct® for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Budget      
JTD Cost   erp-green-arrows.png JTD Cost
Direct Costs   erp-green-arrows.png JTD Cost - Commitment Invoiced1
Job Costs Report      
Cost Code   erp-green-arrows.png Cost Code
Cost Type   erp-green-arrows.png Cost Type
Commitment Invoiced   erp-green-arrows.png Commitment Invoiced
Job to Date Cost   erp-green-arrows.png JTD Cost
Job to Date Dollars Paid   erp-green-arrows.png JTD Dollars Paid
Month to Date Cost   erp-green-arrows.png MTD Cost
Month to Date Dollars Paid   erp-green-arrows.png MTD Dollars Paid

1This is a calculated column that displays the difference between the two database fields in Sage Intacct®.

Job Cost Transaction Details


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png Non-Commitment Invoices
Subcontractor Invoice   erp-green-arrows.png Commitment Invoices
Payroll   erp-green-arrows.png Payroll Expense
Expense   erp-green-arrows.png Misc Expense
Direct Cost General Information      
Vendor   erp-green-arrows.png Vendor Record Number
Terms   erp-green-arrows.png Term Name for Commitment and Non-Commitment Invoices
Date   erp-green-arrows.png

Batch Date
(Payroll & Expenses)

When Created Date
(Invoices)

Received Date   erp-green-arrows.png When Paid for Commitment and Non-Commitment Invoices
Status   erp-green-arrows.png Status (only transactions with a status of 'Approved' are imported)
Invoice #   erp-green-arrows.png Record ID
Description   erp-green-arrows.png Description
Detailed Line Information      
Budget Code   erp-green-arrows.png Track Record Number
Amount   erp-green-arrows.png Amount

 

Subcontractor Invoices

Line items on subcontractor invoices are automatically marked as 'Billable' in Sage Intacct® upon export if the invoice is linked to a customer in Sage Intacct®.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct®  to Procore
Sage Intacct®
      Header
Contract Company erp-orange-arrows.png   Vendor
ERP ID1 erp-orange-arrows.png   Bill Number
Description2 erp-orange-arrows.png   Description
Billing Date erp-orange-arrows.png   Invoice Date
Total Completed and Stored to Date erp-orange-arrows.png   Original Amount
Total Retainage erp-orange-arrows.png   Amount Retained
Accounting Date3 erp-orange-arrows.png   Acct Date
      Distributions
Project # erp-orange-arrows.png   Job
Cost Code erp-orange-arrows.png   Cost Code
Budget Code erp-orange-arrows.png   Cost Type
Work Completed this Period erp-orange-arrows.png   Amount
Work Retainage erp-orange-arrows.png   Amount Retained

1 The Invoice Number from the Subcontractor Invoice entered in Procore will prefill into the ERP ID field on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices, however the accounting approver can modify this before the Invoice is exported from Procore to Sage Intacct®. The value that was entered in the ERP ID field at the time of export is stored as the Sage Intacct® ID (you can view it in the Synced section under in the ERP Integrations tool under  Subcontractor Invoices).

The description for an invoice that will be created in Sage Intacct® can be entered  into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in Sage Intacct®. 

3 This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.

Commitment Payments Issued

Commitment Payments Issued imported from Sage Intacct® only for synced subcontractor invoices. Not available in Canada or APAC at this time.


PROCORE
Exports data from Procore to Sage Intacct®  Imports data from Sage Intacct® to Procore
Sage Intacct®

Check Number

  erp-green-arrows.png

Check Number

Invoice Number   erp-green-arrows.png Invoice Number
Payment Method   erp-green-arrows.png Payment Method
Amount   erp-green-arrows.png Amount
Date   erp-green-arrows.png Date