Project Financials + Sage Intacct® Connector
- Last updated
- Save as PDF
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.
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.
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
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®
- 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?
- What is the accounting approver role?
- 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?
Job Setup
Sub Job Setup
Budget Setup
Budget Update
Create and Export Commitments
Create and Export CCOs
Create and Sync Vendors
Export Subcontractor Invoices
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 |
|
|
Below are the notable changes to the Procore + Sage Intacct® integration.
Recent Changes
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. 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®.