Export a Procore Budget to Sage Intacct®
Objective
To export a Procore project's budget to Sage Intacct®.
Background
Using the ERP Integrations tool, you can export a budget from a Procore project to Sage Intacct®.
Things to Consider
- Required User Permission:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
- Prerequisites:
- Requirements:
- Create and lock the budget:
- Update and lock budget:
- Limitations:
- The Procore + Sage Intacct® integration does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems (see Which units of measure are included on Procore's master list?). Currently, the Budget sync is amount-based only. This means you must manually enter the units in both Procore and in your integrated ERP system.
- 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 modifications or revised budget estimates. In other words, the revisions must be entered via the Budgets Tool, not the Prime Contract Tool.
Steps
- A project manager ( or user with 'Admin' permission on the Budget tool) will:
- An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Sage Intacct®). Once accepted, the system exports the budget data from Procore and syncs it to your Sage Intacct® system.
- When the export is successful, go to the Job Cost function in Sage Intacct® and choose Tasks > Post Entries. You must manually post the entries to Sage Intacct®. See your Sage Intacct® Help system for instructions.
After you sync the budget for the first time, you can also sync an updated Procore budget to Sage Intacct®: