Sync Cost Codes from Yardi Voyager® to Procore

Ensuring your ERP Cost Codes are properly synced is necessary for all other integrated information to transfer correctly. To sync cost codes for the Yardi integration, you must first create a budget in Yardi. Line items can initially be set to $0 if final values are not yet determined.

• Required Permissions:

  • ERP Integrations Tool

    • Standard' or 'Admin' permissions 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.

  • Project Admin tool

    • ‘Admin' user permissions on the project’s Admin tool.

• Additional Information:

  • The cost code(s) in Yardi do not have a cost type. However, a cost type is required for every cost code in Procore.

  • Cost Types must be set in Yardi and cannot be specified on the Cost Code Cost Type Assignment page in the Procore project Admin tool

  • GL account information is configured in Yardi.

  • The Yardi integration supports a maximum of five Cost Code tiers.
    

• The project must be synced with Yardi.

• A budget must be created on the project in Yardi.

ERP Integrations Tool

1. Navigate to the company level ERP Integrations tool.

2. Click Job Costs.

3. Under Select a Job, select your project in the drop down menu.

4. Click Sync Job Costs for Selected Job.

Project Admin Tool

1. Navigate to the project level Admin tool.

2. Under Project Settings, click Work Breakdown Structure.

3. Under Segments, click Cost Code.

4. Click Refresh Cost Codes.