Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
COMPANIES			VENDORS
PROJECTS			JOBS
COST CODES ¹ COST TYPES			COST CODES DEFAULT CATEGORIES
BUDGETS ORIGINAL BUDGET BUDGET MODIFICATIONS			BUDGETS ORIGINAL BUDGETS BUDGET REVISIONS
COMMITMENTS COMMITMENT CHANGE ORDERS & PURCHASE ORDERS			CONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS			CONTRACT CHANGE ORDERS
COMMITMENT INVOICES			CONTRACT DRAW
COMMITMENT PAYMENTS ISSUED			CONTRACT INVOICE PAYMENTS
DIRECT COSTS			JOURNAL ENTRIES PAYABLES

¹Custom WBS Segments are NOT supported.

Projects/Jobs

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Project Name			Description
Project Number/MRI Job Code			Job Code
Status			Status
Start Date			Start Date
Completion Date			Completion Date

Companies/Vendors

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Company ID			Vendor
Company Name			Name
Address			Address
City			City
State			State
ZIP			Zip
Country			Country

Budgets

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Original Budget			Original Budget
Project Number			Project ID
Cost Code			Cost Code
Cost Type			Default Category

Budget Changes

Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact.

To learn more about the new Budget Changes experience, see About Budget Changes.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Project Number			Project ID
Status			Status
Budget Modification Description (in export screen)			Description
Budget Code			Budget Type
Amount			Value
Date			revision_date
Revision Number			revision_number
Budget Revision Type			revision_type
Budget Revision Status			revision_status

¹Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.

Commitments

When a Commitment is exported from Procore to MRI Platform X®, it goes into MRI as a Contract.

If the Customer does not have the Purchase Order Module within MRI Platform X®, all Purchases Orders within Procore must be created as Commitments.

The MRI Platform X® Commitment ID can be defaults from Procore Commitment, or manually by an accounting approver when a commitment is exported from Procore to MRI Platform X®.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment
Commitment			MRI Contract
Contract Number			Contract Number
Title			Description
Contract Company			Vendor
Status			Status
Original Contract Amount			Original Amount
Date Created			Contract Date

¹When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for MRI Platform X®.

²The ERP Vendor ID associated with the Contract Company is used on the import file for MRI Platform X®. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

³Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

Commitment Change Orders

When a Commitment Change Order is exported from Procore to MRI Platform X®, MRI takes the data and inputs into the Contract in MRI as an additional Contract Order Type on the Contract Setup tab of the Contract. The Current Contract Amount field will update accordingly.

If the Customer has the Purchase Order Module within MRI Platform X®, the Customer cannot send a Change on any Purchase Orders from Procore into MRI, as a Change Order on a PO is not a concept within MRI. In this case, the Customer must enter the parent Purchase Order as a Commitment into Procore.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Commitment Change Order
Change Orders			Change Order
Change Order			Change Order
Change Order Number			Change Order Title
Change Order Description			Description
Contract Description			Additional Description
Contract Code			Order Number
Cost Code			Cost Code
Cost Type			Default Category
Date Created			Date Created
External ID			Order Number

Job Cost Transaction Details

If this feature is enabled, all posted cost transaction details are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Type			Cost Type
Invoice			MRI Payables (no Commitment)
Subcontractor Invoice			MRI Payables (with Commitment)
Expense			MRI Journal Entries

Direct Cost Item Details

The fields for each Direct Cost entry imported into Procore are populated from the transactions in MRI Platform X® according to the table below:

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Direct Cost Item Field			Item Field
Type			Invoice Type
Invoice Number			Invoice Number
Description			Description
Status			Status
Date			Invoice Date
Received Date			Received Date
Paid Date			Payment Date
Line Item Description			Description
Amount			Amount Paid

¹Auto Count is typically 1 (one).

Subcontractor Invoices

Export from Procore only. When an invoice is exported from Procore to MRI Platform X®, it is automatically posted in the Accounts Payable (AP) module.

PROCORE	Exports data from Procore to MRI Platform X®	Imports data from MRI Platform X® to Procore	MRI Platform X®
Invoice			Invoice
Contract Company			Vendor ID
Invoice #			Vendor Number
Current Payment Due			Invoice Amount
Invoice Billing Date			Invoice Date
Billing Period			Expense Period (Month/Year))
Status (approved)			Status (Pending/Approved based on client preference)
Procore Attachment URL (only 1)			Third Party Attachments

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