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Procore

Sage Intacct Detailed 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
DIRECT COSTS   erp-green-arrows.png GENERAL LEDGER
PC COST TYPES (CUSTOM)
PC ACCOUNT TYPE (CUSTOM)

SUBCONTRACTOR INVOICES 2

erp-orange-arrows.png  

BILLS

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

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 Only available in the United States at this time.
3 Export of payment records from Procore to Sage Intacct® is only supported for customers in the United States who license Procore Pay.

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
External ID erp-orange-arrows.png   Document Number
Commitment Type1 erp-orange-arrows.png   Transaction Type
Contract Company2 erp-orange-arrows.png   Vendor
Date Created erp-orange-arrows.png   Date
Title erp-orange-arrows.png   Message
Default Retainage erp-orange-arrows.png   Default Retainage Percentage
Commitment Item (Purchase Orders)     Commitment Item
Item ID3 erp-orange-arrows.png    
Qty erp-orange-arrows.png   Quantity
UOM erp-orange-arrows.png   Unit
Unit Cost erp-orange-arrows.png   Price
Contract Amount or Subtotal erp-orange-arrows.png   Amount
Commitment Item (Subcontracts)     Commitment Item
Item ID3 erp-orange-arrows.png    
Sage Job ID erp-orange-arrows.png   Project
Cost Code erp-orange-arrows.png   Tasks
Type erp-orange-arrows.png   Cost Type
UOM4 erp-orange-arrows.png   Unit
Unit Cost4 erp-orange-arrows.png   Price
Contract Amount or Subtotal erp-orange-arrows.png   Amount

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

2 The ERP Vendor ID associated with the Contract Company is used on the import file for Sage Intacct®. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

3 This field gets pulled from the Cost Type.

4 Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Schedule Of Values.

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.

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
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 for Commitment and Non-Commitment Invoices, Batch Title for Payroll, and Misc Expenses
Detailed Line Information      
Budget Code   erp-green-arrows.png Track Record Number
Description   erp-green-arrows.png Description for Commitment and Non-Commitment Invoices, Back Title for Payroll, and Misc Expenses
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