Skip to main content
Procore

About the Project Financials + MYOB Advanced Construction Connector

  1. Last updated
  2. Save as PDF

Overview

With the Project Financials integration for the [Your ERP Integration] Connector, you can: 

  • Exchange information between systems to provide your project team with access to data from a single source-of-truth.
  • Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
  • Improve decision-making with access to the most up-to-date data available.
  • Streamline communication and information-sharing between your back-office and operational teams.

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.

Feature Set Map


PROCORE		 Exports data from Procore to Procore Edge for Acumatica®  Imports data from Procore Edge for Acumatica® to Procore
Procore Edge for Acumatica®
COMPANIES 4 erp-orange-arrows.png erp-green-arrows.png VENDORS
PROJECTS
SUB JOBS		 erp-orange-arrows.png erp-green-arrows.png PROJECTS
PROJECT TASKS
PROJECT WBS CODES 1   erp-green-arrows.png COST CODES
COST TYPES
STANDARD COST CODES		   erp-green-arrows.png ACCOUNT GROUPS
STANDARD COST CODES
BUDGETS 3
SUB JOB/CUSTOM SEGMENT (TASK) PROJECT COST CODE
PROJECT COST TYPE		 erp-orange-arrows.png erp-green-arrows.png COST BUDGETS
PROJECT TASK
COST CODE
ACCOUNT GROUP
BUDGET MODIFICATIONS erp-orange-arrows.png   COST BUDGET CHANGE ORDERS
PRIME CONTRACTS erp-orange-arrows.png   REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   REVENUE BUDGET CHANGE ORDERS
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)		 erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES erp-orange-arrows.png   PAYABLES
SUBCONTRACT PAYMENTS ISSUED2
FOR SYNCED SUBCONTRACTOR INVOICES		 erp-orange-arrows.png erp-green-arrows.png PAID INVOICES
COSTS
DIRECT COST
JTD COST		   erp-green-arrows.png COSTS
TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

1 Custom WBS segments are NOT supported at this time.
2 Import of subcontractor payment records from Procore Edge for Acumatica® is only supported in US Editions.
3 Budgets containing line items with $0 values can be exported from Procore to Procore Edge for Acumatica®.
4 Import companies by type, including those without a specified company type from Procore Edge for Acumatica® to Procore.

 

Supported Versions

  • Required Software:
    • The following versions of [Your ERP Integration] are supported:
      • 2023.1
      • 2022.2

Unsupported Features

  • Designed for use only on new construction jobs/projects:
    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.
  • Data from these Procore tools and items do NOT sync with [Your ERP Integration]
    • Purchase Order Invoices
    • Prime Contract Invoices/payments
    • Vendor Insurance
  • The [Your ERP Integration] integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore + [Your ERP Integration] integration. Your company will have one (1) cost code list for use with all [Your ERP Integration]-integrated projects.
    • Tax Categories
      Commitments, invoices and direct costs synced to or from [Your ERP Integration] will NOT evaluate tax information. 
    • Retainage Release
      Any retainage release will NOT happen automatically with the Procore + [Your ERP Integration]integration. Any Retainage Release will be ignored on invoices sent to [Your ERP Integration], and that retainage must be released manually.
    • Materials Tracking
      Materials presently stored and related retainage is NOT supported with the Procore + [Your ERP Integration] integration. It is strongly recommended that materials tracking be disabled with the Procore + [Your ERP Integration] integration.
    • Purchase Order Approvals in [Your ERP Integration]
      Purchase Order approval in [Your ERP Integration] must be disabled in order for purchase orders to export from Procore.

Common Questions

How often is data exchanged between Procore and [Your ERP Integration]?
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. In addition to on-demand imports, there is an automatic nightly import of data.  

Is [Your ERP Integration]’s Job Cost module required to integrate?
Yes. Procore requires the [Your ERP Integration] Job Cost module.

Will you be adding additional functionality?
We will continue to evaluate key functionality to include in the integration. What is listed in the above feature map simply denotes the current functionality.

Does the Project Financials integration for the [Your ERP Integration] Connector support multiple branches?
Yes, multiple branches are supported.