MYOB Advanced Construction Detailed Data Mapping
Overview
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
COMPANIES | VENDORS | ||
PROJECTS SUB JOBS |
PROJECTS PROJECT TASKS |
||
STANDARD COST CODES | COST CODES | ||
COST TYPES | ACCOUNT GROUPS | ||
BUDGETS | COST BUDGETS | ||
BUDGET MODIFICATIONS | COST BUDGET CHANGE ORDERS | ||
PROJECT COST CODES/TYPES | BUDGET COST CODES/ACCOUNT GROUP | ||
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) |
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) |
||
SUBCONTRACTOR INVOICES | PAYABLES | ||
SUBCONTRACT PAYMENTS ISSUED FOR SYNCED SUBCONTRACTOR INVOICES |
PAID INVOICES | ||
COSTS COMMITTED COSTS JTD COST |
COSTS TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES |
Vendors
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
ERP Vendor ID1 | Vendor ID | ||
Name | Account Name | ||
Address City State ZIP |
Address Line 1 City State Postal Code |
||
Business Phone | Business 1 Phone | ||
Email Address | Account Email |
1Import Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to MYOB Advanced. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integration tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO's).
Projects
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
MYOB Advanced Job ID | Project ID1 | ||
Project Name |
Description |
||
Address City State Zip |
Address Line 1 |
||
Latitude / Longitude | Latitude / Longitude | ||
Start Date/Completion Date | Start Date / End Date |
1 Export note: The MYOB Advanced Job ID is entered manually by an accounting approver when a project is exported from Procore to MYOB Advanced. 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 MYOB Advanced 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 MYOB Advanced, the job ID will automatically populate in the project number field..
Sub Jobs
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Code | Task ID | ||
Sub Job | Description |
Standard Cost Codes
In Procore, the Cost Codes can be found in the Cost Codes section in the Admin Tool under MYOB Advanced Construction Standard Cost Codes.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Cost Code | Cost Code | ||
Description | Description |
Standard Cost Types
In Procore, the Cost Types can be found in the Cost Types section in the Admin Tool under MYOB Advanced Construction Standard Cost Types.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Label | Description | ||
Abbreviation | Account Group ID |
Budgets
All budgets totals are entered against the Project Task (In MYOB Advanced>Project>Cost Budget) or the Sub Job (In Procore>Budget Tool)
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Original Budget Amount | Original Budgeted Amount | ||
Sub Job | Project Task | ||
Cost Code | Cost Code | ||
Category | Account Group |
Budget Modifications
Budget modifications export from Procore only. In Procore, budgets are accessed from project-level Budget tool.
When Budget Modifications are exported from Procore, a Cost Budget Change Order is created on the Project in MYOB Advanced. It will arrive with an "On Hold" status. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Change Date | Change Date | ||
Sub Job | Project Task | ||
Cost Code | Cost Code | ||
Cost Type | Account Group | ||
Budget Modification Amount | Amount |
Commitments
Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Purchase Order is automatically created in MYOB Advanced Construction. In MYOB Advanced Construction, Purchase Orders are accessed from the Transactions Tab in the Vendor Center. In Procore, Commitments are accessed from the project-level Commitments tool.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
System Date at Time of Commitment Creation | Date | ||
Commitment #1 | P.O. NO. | ||
Contract Company | Vendor | ||
Title (General tab) | Description column (first row of detail grid) | ||
Cost Code (Schedule of Values tab) | Item | ||
Description (Schedule of Values tab) | Description | ||
Qty (Schedule of Values tab), if applicable | Qty | ||
Unit Cost (Schedule of Values tab), if applicable | Rate | ||
Project Name | Customer:Job | ||
Contract Amount (Subcontract Only, Schedule of Values tab) |
Amount | ||
Subtotal (Purchase Order Only, Schedule of Values tab) |
Amount | ||
Description (General Tab) | Vendor Message |
1Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields.
Commitment Change Orders
Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in MYOB Advanced Construction, below pre-existing line items. In MYOB Advanced Construction, Purchase Orders are accessed from the Transactions Tab in the Vendor Center. In Procore, Commitment Change Orders are accessed from the project level Commitments tool under Commitment Record. In MYOB Advanced Construction, the change(s) will appear as additional line items on the Purchase Order originally created when the Commitment was exported from Procore to QuickBooks.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
System Date at Time of Commitment Creation | Date | ||
Commitment #1 | P.O. NO. | ||
Contract Company | Vendor | ||
Title (General tab) | Description column (first row of detail grid) | ||
Cost Code (Schedule of Values tab) | Item | ||
Description (Schedule of Values tab) | Description | ||
Qty (Schedule of Values tab), if applicable | Qty | ||
Unit Cost (Schedule of Values tab), if applicable | Rate | ||
Project Name | Customer:Job | ||
Contract Amount (Subcontract Only, Schedule of Values tab) |
Amount | ||
Subtotal (Purchase Order Only, Schedule of Values tab) |
Amount | ||
Description (General Tab) | Vendor Message |
Job Costs
Job costs import from MYOB Advanced Construction only. Cost information is retrieved from MYOB Advanced Construction reports for each synced Cost Code for use in 2 locations in Procore, the MYOB Advanced Construction Job Costs report and the Budget tool.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Original Budget |
Original Budget amount at time of first export to MYOB Advanced Construction | ||
Revised Budget (QuickBooks Job Costs) |
Est. Cost (From Job Estimates vs Actuals Detail Report) |
||
Job to Date Cost (QuickBooks Job Costs) |
Act. Cost (From Job Estimates vs Actuals Detail Report) |
||
Commitment Invoiced (QuickBooks Job Costs) |
Amount (From Custom Transaction Detail Report) |
||
Job to Date Cost (Budget) |
Act. Cost (From Job Estimates vs Actuals Detail Report) |
||
Direct Costs1 (Budget) |
1Direct costs is calculated from Job To Date Cost minus Commitment Invoiced.
Subcontractor Invoices
When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, a Vendor Bill is automatically created in MYOB Advanced Construction. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In MYOB Advanced Construction, Vendor Bills are accessed from the Transactions Tab in the Vendor Center.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Billing Date | Date | ||
Contractor Company | Vendor | ||
Invoice # | REF. NO. | ||
Current Payment Due | Amount Due | ||
Cost Code (Detail Tab) | Item | ||
QTY (Detail Tab), if applicable | QTY | ||
Unit Price (Detail Tab), if applicable | Cost | ||
Value or This Period (Detail Tab) | Amount | ||
Project Name | Customer:Job | ||
Commitment # | PO. NO. | ||
Total Retainage This Period, if applicable1 | Amount (on separate line item for retainage) |
If used in Procore, retainage is coded to an Item record in MYOB Advanced Construction that is determined in the integration settings. Retainage is not coded to a synced cost code Item.
Commitment Payments Issued
Commitment Payments Issued imported from MYOB Advanced Construction only. When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, a Vendor Bill is automatically created in MYOB Advanced Construction. When the Vendor Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In MYOB Advanced Construction, Vendor Bills are accessed from the Transactions Tab in the Vendor Center under Bill Pmt - Check.
PROCORE |
Exports data from Procore to MYOB Advanced Construction | Imports data from MYOB Advanced Construction to Procore | MYOB Advanced Construction |
---|---|---|---|
Invoices |
n/a | ||
Payment Method | Bill Pmt Window Identifies Method | ||
Date | DATE DUE | ||
Payment # | n/a | ||
Invoice # | REF. NO. | ||
Check / Ref # | NO. | ||
Notes | MEMO | ||
Amount | AMT. PAID |