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Procore

About the Project Financials + Acumatica® Connector

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Overview

With the Project Financials integration for the Acumatica Cloud ERP 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.

Feature Set Map

 

Supported Versions

  • Required Software:
    • The following versions of Acumatica Cloud ERP Construction Edition are supported:
      • 2023R1
      • 2022R2
      • 2022R1

*Procore's validation of Acumatica Cloud ERP version 2023R1 is now complete. Support has ended for Acumatica Cloud ERP version 2021R2. 

WHen do supported versions change?

When a new version of Acumatica Cloud ERP Construction Edition is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Acumatica Cloud ERP version 2022R2, version 2021R1 will no longer be supported for use with the integration. 

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 Acumatica Cloud ERP
    • Purchase Order Progress Claims
    • Head Contract Progress Claims/payments
    • Vendor Insurance
  • The Acumatica Cloud ERP integration does NOT support the following items:
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore + Acumatica Cloud ERP integration. Your company will have one (1) cost code list for use with all Acumatica Cloud ERP-integrated projects.
    • Tax Categories
      Commitments, progress claims and direct costs synced to or from Acumatica Cloud ERP will NOT evaluate tax information. 
    • Materials Tracking
      Materials presently stored and related retention is NOT supported with the Procore + Acumatica Cloud ERP integration. It is strongly recommended that materials tracking be disabled with the Procore + Acumatica Cloud ERP integration.
    • Purchase Order Approvals in Acumatica Cloud ERP
      Purchase Order approval in Acumatica Cloud ERP must be disabled in order for purchase orders to export from Procore.

  • Payment retrieval is only supported for US customers currently. Taxes on Subcontractor progress claims are not supported.

Common Questions

How often is data exchanged between Procore and Acumatica Cloud ERP?
Exports happen instantly upon approval by your organisation’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 Acumatica Cloud ERP’s Job Cost module required to integrate?
Yes. Procore requires the Acumatica Cloud ERP 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 Acumatica Cloud ERP Connector support multiple branches?
Yes, multiple branches are supported.