Detailed Data Mapping
Visión general
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® | Notes |
|---|---|---|---|---|
PROJECT WBS CODES |
| ITEMS | Custom WBS Segments are supported. | |
|
| PROJECTS | - | |
|
| VENDORS | - | |
| VENDOR BILLS | - | ||
| VENDOR BILL PAYMENTS | Supported in the US only at this time. | ||
| INVOICE (Sales) | - | ||
| VENDOR BILLS/JOURNALS | - |
Project WBS Codes
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® | Notes |
|---|---|---|---|---|
Project WBS Code Project Number + Budget Code (Cost Code, Cost Type, Custom Segment) |
| Item Name/Number |
| |
Budget Code Description |
| Display Name/Code | - |
Projects
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Project Number |
|
| Job ID |
Project Name |
|
| Job Name |
Start Date |
|
| Start Date |
Completion Date |
|
| Estimated End Date |
Total Value |
|
| Estimated Revenue |
Vendors
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Name |
|
| Company Name |
Address/City/State/Zip |
|
| Address/City/State/Zip |
Business Phone |
|
| Phone |
Business Fax |
|
| Fax |
Email Address |
|
| |
Website |
|
| Web Address |
Subcontractor Invoices
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® | Notes |
|---|---|---|---|---|
Billing Date |
| Date | - | |
Contract Company |
| Vendor | - | |
Invoice # |
| Reference No. (Document Number) | - | |
Distributions | ||||
Project |
| Customer/Project | - | |
WBS Budget Code (Cost Code, Cost Type) |
| Item | - | |
Value or This Period |
| Amount | - | |
Total Retainage |
| Amount (on separate line item for retainage) | If used in Procore, retainage is coded to an Item in NetSuite®. |
Commitment Payments Issued
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Invoices |
| Applied To Invoice | |
Payment Method |
| n/a | |
Date |
| Date | |
Payment # |
| n/a | |
Invoice # |
| n/a | |
Check / Ref # |
| Check # | |
Notes |
| n/a | |
Amount |
| Amount Due |
Owner Invoices
When an owner invoice is exported from Procore to NetSuite®, a sales invoice is automatically created in NetSuite®. In Procore, owner invoices are accessed from invoices in the project-level Prime Contracts tool, as well as from owner invoices in the project-level Invoicing tool.
In NetSuite®, sales invoices can be accessed from the Transactions menu.
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Project |
| Project | |
Billing Date (if blank, then Billing Period End Date) |
| Date | |
Invoice No. |
| Invoice # | |
Invoice Subtotal Amount |
| Line 1 'Current Payment Due' - NetSuite® Service Item for Summary AR | |
Retainage |
| Line 2 'Current Retainage' - NetSuite® Service Item for AR Retainage |
Direct Cost Transactions
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Direct Cost Type | Cost Type | ||
Invoice |
| Vendor Bills | |
Expense |
| Journal Entries | |
Direct Cost | |||
Received Date |
| Transaction Date | |
Date |
| Invoice Date | |
Status |
| Automatically set to Approved | |
Description (Cost Type + Invoice/Journal #) |
| n/a | |
Vendor |
| Vendor (for Vendor Bill type) | |
Invoice # |
| Transaction Number | |
Amount |
| Amount |