Aperçu

Procore est la seule plateforme complète de gestion de projets de construction basée sur le cloud avec une intégration prête à l’emploi avec Sage Intacct®.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + Sage Intacct® integration, you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

Avec l’intégration Procore + Sage Intacct® , vous pouvez :

  • Économisez du temps et de la main-d’œuvre en rationalisant le processus d’approbation des tâches urgentes telles que les engagements et les ordres de changement.

  • Réduisez les erreurs humaines en éliminant le besoin de double saisie manuelle lors du transfert de données de Procore vers Sage Intacct®.

  • Une communication plus efficace entre les équipes de comptabilité et de gestion de projet.

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Conditions préalables

  • Abonnez-vous aux services Web dans Sage Intacct®

  • Abonnez-vous à Construction en Sage Intacct®

Liens rapides

La disponibilité des connecteurs ERP dépend de plusieurs facteurs, notamment du pays ou de la région dans laquelle votre entreprise opère. Pour savoir si une intégration est disponible ou non dans votre région, contactez votre point de contact Procore.

Prerequisites

  • Subscribe to Web Services in Sage Intacct®.

  • Subscribe to Construction in Sage Intacct®.

Supported Features

Procore's current integration with Sage Intacct® includes the following features:

  • Synchronization of Sage Intacct® cost codes, cost types, and job costs between Sage Intacct® and Procore.

  • Create commitments and commitment change orders in Procore where each line item uses Sage Intacct® cost codes and cost types.

  • Export 'Approved' commitments (a.k.a., subcontracts and change orders) and subcontract change orders from Procore to Sage Intacct®.

  • Built-in approval workflows for commitments and commitment change orders where designated accountants can approve/reject them in Procore; approved commitments are pushed directly from Procore to your Sage Intacct® database.

  • Link a Sage Intacct® vendor and ID with a matching company in Procore's Directory tool.

  • Create a vendor in Sage Intacct® by exporting a company record from Procore.

  • Create a new company record in Procore by importing a vendor from Sage Intacct®. Insurance information must be manually managed and updated in Procore and Sage Intacct®.

  • Create a new project in Procore by importing a Sage Intacct® job.

  • Create a new job in Sage Intacct® by exporting a Procore project.

  • Import a Sage Intacct® estimate into the Budget tool on a Procore project.

  • Import a Sage Intacct® sub job into Procore as a sub job.

  • Create a Direct Cost in Procore by syncing data from custom fields created in the General Ledger.

  • Import Sage Intacct® prime contracts to Procore.

  • Export prime contract change orders (PCCOs) to Sage Intacct®.

  • A delimiter is required. It can be a dot (.), dash (-), backslash (/), or space.

Unsupported Features

The following features are not supported at the current time:

  • 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.

  • Integrated owner invoices and related payments.

  • Import commitments from Sage Intacct® to a Procore project.

  • Non-sectioned cost codes (for example, '1234567' where the first part of the cost code does not denote a division). You must also have a standard cost code list.

  • Using a mix of cost code tiers (example two-tier and three-tier cost codes).

  • Cost Code Names/Descriptions have to be unique.

  • Non-use of categories. Categories must be enabled and a standard category list must be used.

  • Cost code structures using both a dot (.) and dash (-) delimiter scheme. (For example, 01-20.05).

Quick Links

Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.