Project Financials + Sage Intacct® Connector
- Last updated
- Mar 17, 2025
- Save as PDF
Table of Contents
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.

Prerequisites
- Subscribe to Web Services in Sage Intacct®
- Subscribe to Construction in Sage Intacct®
Popular Tutorials (view all)
Top FAQ (view all)
- What is the accounting approver role?
- What happens if I have duplicate company records in Procore's Company Directory?
- How can I tell if a Procore project is synced with an integrated ERP system?
- Why is my Procore project missing from the ERP Integrations tool?
- Which cost code formats are supported by my ERP Integration?
Quick Links
- Sage Intacct® course on the Procore Learning Portal
- View this integration on Procore's App Marketplace
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
There are no items that match your search query.
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Company for Export to ERP
- Accept or Reject a PCCO for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject a Sub Job for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add ERP Standard Cost Codes to a Project
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Archive an ERP Company in Procore
- Assign Default Cost Types To ERP Standard Cost Codes
- Configure Cost Code Preferences for ERP
- Consolidate and Link ERP Companies to Procore Companies
- Consolidate Duplicate Companies in the Company Directory
- Delete a CCO Synced with ERP
- Delete a Commitment Synced with ERP
- Edit a Commitment Synced with ERP
- Edit Synced Direct Cost Transactions
- Edit the Name of an ERP Integrated Sub Job in Procore
- Enable or Disable ERP Direct Exports
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment to ERP
- Export a PCCO to ERP
- Export a Procore Budget to ERP
- Export a Procore Company Record to ERP
- Export Subcontractor Invoices from Procore to ERP
- Grant Accounting Approver Privileges
- Import a Prime Contract from an Integrated ERP System into Procore
- Link ERP Companies to Procore Companies
- Link ERP Projects to Existing Procore Projects
- Refresh the Cost Codes on an ERP Integrated Project
- Re-import a Prime Contract from an Integrated ERP System into Procore
- Remove Duplicate Companies from the Company Directory
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project to ERP for Accounting Acceptance
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Budget from ERP Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a PCCO from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Sync Job Cost Transactions from an Integrated ERP into Procore
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink or Reset PCCOs Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- Update Project Cost Codes for Export to Sage Intacct®
- View a List of Synced Sub Jobs
- View an Accountant Report for ERP
- View the Archived Companies List for ERP
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®
FAQ
- What is the accounting approver role?
- What happens if I have duplicate company records in Procore's Company Directory?
- How do payments made in Procore Pay sync with an integrated ERP system?
- How can I tell if a Procore project is synced with an integrated ERP system?
- Why is my Procore project missing from the ERP Integrations tool?
- Who receives a notification when an item is rejected from ERP?
- Which cost code formats are supported by my ERP Integration?
Workflows
Job Setup
Sub Job Setup
Budget Setup
Budget Update
Create and Export Commitments
Create and Export CCOs
Create and Sync Vendors
Export Subcontractor Invoices
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.
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.
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 |
|
||||
Accept or Reject Owner Invoices for Export to ERP |
|
||||
Accept or Reject Subcontractor Invoices for Export to ERP |
|
||||
Accept or Reject a Budget for Export to ERP |
|
||||
Accept or Reject a CCO for Export to ERP |
|
||||
Accept or Reject a Commitment for Export to ERP |
|
||||
Accept or Reject a Company for Export to ERP |
|
||||
Accept or Reject a PCCO for Export to ERP |
|
||||
Accept or Reject a Project for Export to ERP |
|
||||
Accept or Reject a Sub Job for Export to ERP |
|
||||
Add a Procore Project to your ERP System |
![]() |
![]() |
|||
Add an ERP Company to the Procore Company Directory |
![]() |
![]() |
|||
Add an ERP Job to Procore |
![]() |
||||
Archive an ERP Company in Procore |
![]() |
![]() |
|||
Assign Default Cost Types To ERP Standard Cost Codes |
![]() |
![]() |
|||
Configure Advanced Settings: ERP Integrations |
![]() |
||||
Configure the Sync Schedule for your ERP Integration |
![]() |
||||
Enable or Disable ERP Direct Exports |
![]() |
||||
Import a Budget from ERP |
![]() |
![]() |
|||
Import a Prime Contract from an Integrated ERP System into Procore |
![]() |
![]() |
|||
Import an ERP Sub Job to a Procore Project |
![]() |
![]() |
|||
Link ERP Companies to Procore Companies |
![]() |
||||
Refresh the Companies List for ERP |
![]() |
||||
Refresh the Cost Codes on an ERP Integrated Project |
![]() |
||||
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
|
||||
Sync Job Cost Transactions from an Integrated ERP into Procore |
![]() |
||||
Sync Paid Invoice Notifications from ERP into Procore |
![]() |
||||
Unlink CCOs Synced with ERP |
![]() |
![]() |
|||
Unlink Commitments Synced with ERP |
![]() |
![]() |
|||
Unlink Owner Invoices Synced with ERP |
![]() |
![]() |
|||
Unlink PCCOs Synced with ERP |
![]() |
![]() |
|||
Unlink Subcontractor Invoices Synced with ERP |
![]() |
![]() |
|||
Unlink a Company Synced with ERP |
![]() |
![]() |
|||
View a List of Synced Sub Jobs |
|
|
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 |
![]() |
||||
View an ERP Job Costs Report |
|
'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:
|
|||
View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
|
||||
View the Archived Companies List for ERP |
|
|
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®.
Unlink prime contract change orders synced with Sage Intacct® (10/21/2024)
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 |
|
COMPANY LEVEL work breakdown structure (wbs) |
|
PROJECT LEVEL work breakdown structure (wbs) |
|
companies |
|
projects |
|
SUB JOBS |
|
BUDGET |
|
ERP BUDGET VIEWS |
|
COMMITMENTS |
|
COMMITMENT CHANGE ORDERS (CCO) |
|
subcontractor invoices |
|
PRIME CONTRACTs |
|
PRIME CONTRACT CHANGE ORDERS (PCCO) |
|
JOB TO DATE COSTS |
|
Direct Costs |
|
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 |
![]() |
COST CODES (TASKS) CATEGORIES |
|
PROJECTS | ![]() |
![]() |
JOBS |
SUB JOBS | ![]() |
![]() |
SUB JOBS |
COMPANIES | ![]() |
![]() |
AP VENDORS |
BUDGET | ![]() |
![]() |
JOB ESTIMATE |
BUDGET MODIFICATIONS | ![]() |
REVISION | |
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS |
![]() |
PURCHASING SUBCONTRACTS & PURCHASE ORDERS |
|
COMMITMENT CHANGE ORDERS (CCOs) | ![]() |
COMMITMENT CHANGE ORDERS | |
PRIME CONTRACT | ![]() |
PROJECT CONTRACT | |
PRIME CONTRACT CHANGE ORDERS (PCCOs) | ![]() |
PROJECT CHANGE ORDER | |
DIRECT COSTS | ![]() |
GENERAL LEDGER PC COST TYPES (CUSTOM) PC ACCOUNT TYPE (CUSTOM) |
|
![]() |
BILLS |
||
COMMITMENT PAYMENTS ISSUED 2 | ![]() |
![]() |
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 | ![]() |
![]() |
Job1 |
Project Name | ![]() |
![]() |
Job Name |
Cost Code2 Code Description |
![]() |
![]() |
Cost Code Tasks Description |
Cost Type Cost Code Cost Type ID |
![]() |
![]() |
Cost Type Cost Code Cost Types |
Start Date | ![]() |
![]() |
Begin Date |
Completion Date | ![]() |
![]() |
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 | ![]() |
![]() |
Sub Job |
Sub Job | ![]() |
![]() |
Description |
Cost Code1,2 Code Description |
![]() |
![]() |
Cost Code Task Description |
Cost Type Cost Code Cost Type ID |
![]() |
![]() |
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.
2 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 |
![]() |
![]() |
Vendor ID |
Name | ![]() |
![]() |
Name |
Address | ![]() |
![]() |
Address |
City | ![]() |
![]() |
City |
State | ![]() |
![]() |
State |
ZIP | ![]() |
![]() |
Zip Code/ Post Code |
Business Phone | ![]() |
![]() |
Primary Phone |
Business Fax | ![]() |
![]() |
Fax |
Email Address | ![]() |
![]() |
Email Address |
Website | ![]() |
![]() |
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 | ![]() |
![]() |
Original Estimate |
Cost Code | ![]() |
![]() |
Cost Code |
Cost Type | ![]() |
![]() |
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 | ![]() |
Job | |
Project Name | ![]() |
Job Name | |
From/To | ![]() |
Cost Code ID | |
From/To | ![]() |
Cost Code Name | |
From/To | ![]() |
Cost Type ID | |
From/To | ![]() |
Cost Type Name | |
Amount | ![]() |
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 # | ![]() |
Document Number | |
Commitment Type1 | ![]() |
Transaction Type | |
Contract Company2 | ![]() |
Vendor | |
Export Date | ![]() |
Date | |
Title | ![]() |
Message | |
Commitment Item (Purchase Orders) | Commitment Item | ||
Sage Job ID | ![]() |
Project | |
Cost Code | ![]() |
Task/Cost Code | |
Cost Type | ![]() |
Cost Type3 | |
Description | ![]() |
Memo | |
Qty | ![]() |
Quantity | |
Unit is populated from the base UOM on the Sage Intacct® Item ID. | Unit | ||
Unit Cost | ![]() |
Price | |
Amount | ![]() |
Extended Price | |
Default Retainage4 | ![]() |
Retainage Percentage | |
Commitment Item (Subcontracts) | Commitment Item | ||
Sage Job ID | ![]() |
Project | |
Cost Code | ![]() |
Task/Cost Code | |
Cost Type | ![]() |
Cost Type3 | |
Description | ![]() |
Memo | |
Amount | ![]() |
Extended Price | |
Default Retainage4 | ![]() |
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 | ![]() |
Message | |
System Date at Time of Export | ![]() |
Date | |
Change Order Number | ![]() |
External Reference No | |
Commitment Change Order Item (Purchase Order or Unit/Quantity Based Subcontract) |
Commitment Change Order Item | ||
Item ID1 | |||
Qty | ![]() |
Unit | |
Contract Amount or Subtotal | ![]() |
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 | ![]() |
Item ID | |
Qty2 | ![]() |
Quantity | |
Unit Cost2 | ![]() |
Unit Cost | |
UOM2 | ![]() |
Unit | |
Contract Amount or Subtotal3 | ![]() |
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 # | ![]() |
Project Contract ID | |
Title | ![]() |
Project Contract Name | |
Contract # | ![]() |
Project | |
Description | ![]() |
Description | |
Retainage Percent | ![]() |
Retainage Percent | |
Status | ![]() |
Status | |
Date Created | ![]() |
Assigned based on the date imported | |
Schedule of Values | Project Contract Lines | ||
Description | ![]() |
Line ID + Line Name | |
Project ID | ![]() |
Project ID | |
Amount | ![]() |
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 # |
![]() |
Project Change Order ID |
|
Project # |
![]() |
Project |
|
Status = ‘Approved’ |
![]() |
Change Request Status Name |
|
Transaction Date |
![]() |
Project Change Order Date |
|
Default Item ID |
![]() |
Item ID |
|
PCCO General | Project Change Request | ||
Status = ‘Approved’ |
![]() |
Change Request Status Name |
|
Project # |
![]() |
Project |
|
Transaction Date |
![]() |
Change Request Date |
|
‘CR’ + Project ID + PCCO # |
![]() |
Change Request ID |
|
Contract # |
![]() |
Project Contract ID1 |
|
Contract SOV Origin Code* |
![]() |
Project Contract Line ID1 |
|
Description |
![]() |
Scope |
|
Title |
![]() |
Description |
|
PCCO Schedule of Values | Project Change Request Entries | ||
Project # |
![]() |
Project |
|
Cost Code |
![]() |
Task ID |
|
Cost Type |
![]() |
Cost Type ID |
|
Amount |
![]() |
Cost |
|
Amount |
![]() |
Price |
|
Quantity |
![]() |
Quantity |
|
UOM |
![]() |
Unit |
|
Contract Item Code2 |
![]() |
Project Contract ID |
|
Line ID + Description |
![]() |
Memo |
|
Revenue Markup Amount |
![]() |
Price Markup Amount |
|
Prime Contract Schedule of Values | Project Contract Line | ||
Contract # |
![]() |
Project Contract ID |
|
Contract SOV Origin Code |
![]() |
Project Contract Line ID |
|
Transaction Date |
![]() |
Contract Line Date |
|
Default Account Number |
![]() |
Account Number |
|
Project # |
![]() |
Project |
|
Default Item ID |
![]() |
Item ID |
|
Contract SOV Line ID |
![]() |
Scope |
|
System date assigned at time of export |
![]() |
Price Effective Date |
1 Project Contract Line ID will only display if all Project Contract IDs are the same.
2 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 | ![]() |
JTD Cost | |
Direct Costs | ![]() |
JTD Cost - Commitment Invoiced1 | |
Job Costs Report | |||
Cost Code | ![]() |
Cost Code | |
Cost Type | ![]() |
Cost Type | |
Commitment Invoiced | ![]() |
Commitment Invoiced | |
Job to Date Cost | ![]() |
JTD Cost | |
Job to Date Dollars Paid | ![]() |
JTD Dollars Paid | |
Month to Date Cost | ![]() |
MTD Cost | |
Month to Date Dollars Paid | ![]() |
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 | ![]() |
Non-Commitment Invoices | |
Subcontractor Invoice | ![]() |
Commitment Invoices | |
Payroll | ![]() |
Payroll Expense | |
Expense | ![]() |
Misc Expense | |
Direct Cost General Information | |||
Vendor | ![]() |
Vendor Record Number | |
Terms | ![]() |
Term Name for Commitment and Non-Commitment Invoices | |
Date | ![]() |
Batch Date When Created Date |
|
Received Date | ![]() |
When Paid for Commitment and Non-Commitment Invoices | |
Status | ![]() |
Status (only transactions with a status of 'Approved' are imported) | |
Invoice # | ![]() |
Record ID | |
Description | ![]() |
Description | |
Detailed Line Information | |||
Budget Code | ![]() |
Track Record Number | |
Amount | ![]() |
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 | ![]() |
Vendor | |
ERP ID1 | ![]() |
Bill Number | |
Description2 | ![]() |
Description | |
Billing Date | ![]() |
Invoice Date | |
Total Completed and Stored to Date | ![]() |
Original Amount | |
Total Retainage | ![]() |
Amount Retained | |
Accounting Date3 | ![]() |
Acct Date | |
Distributions | |||
Project # | ![]() |
Job | |
Cost Code | ![]() |
Cost Code | |
Budget Code | ![]() |
Cost Type | |
Work Completed this Period | ![]() |
Amount | |
Work Retainage | ![]() |
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).
2 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 |
![]() |
Check Number |
|
Invoice Number | ![]() |
Invoice Number | |
Payment Method | ![]() |
Payment Method | |
Amount | ![]() |
Amount | |
Date | ![]() |
Date |