Detailed Data Mapping

Overview

PROCORE	Sage 100 Contractor®	Notes
PROJECTS COST CODES COST TYPES	JOBS COST CODES COST TYPES	Custom WBS Segments are NOT supported.
SUB JOBS	PHASES	If your company is using Sage 100 Contractor® Phases, project budgets must be created in Sage 100 Contractor® and then synced to Procore.
COMPANIES	AP VENDORS	Import companies by type, including those without a specified company type, from Sage 100 Contractor® to Procore.
BUDGET	BUDGET	Includes budget changes exports. Budgets containing line items with $0 values can be exported from Procore to Sage 100 Contractor®. However, budgets exported to Sage 100 Contractor® will not include line items with $0 values.
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) PO CHANGE ORDERS (CCOs)	COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS SUBCONTRACT CHANGES APPENDED TO ORIGINAL PURCHASE ORDER
JOB COSTS COMMITTED COSTS (ACTUAL) JTD COST DIRECT COSTS	COSTS COMMITTED COSTS (INVOICED) JTD COST JOB COST TRANSACTIONS	Committed costs (invoiced) include purchase orders and subcontracts tied to an accounts payable invoice. Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP invoice, and 5-2 Payroll (project and budget must be synced).
SUBCONTRACTOR INVOICES	AP INVOICES	Not supported for Canada at this time due to tax restrictions. Retainage is supported. Once exported to Sage 100 Contractor®, the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.

Projects/Jobs

Job information in Sage 100 Contractor® can be found in 3-5 Jobs. Procore job info is found in the project admin tab.

PROCORE	Sage 100 Contractor®	Notes
Project Number	Job ID	The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage 100 Contractor®. This may or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Sage Job ID (you can view it in the company-level ERP Integrations tool) and is then used on other project related exports such as Budgets, commitments, etc. Import note: If the job is imported from Sage 100 Contractor®, the job ID will automatically populate in the project number field.
Project Name	Job Name
Address	Job Address
City	Job City
State	Job State
ZIP	Job Zip
Cost Codes & Types	Cost Codes & Types ²	When a project is exported from Procore to Sage 100 Contractor® a shell budget will be created in Sage 100 Contractor® with the cost codes and types that were added to the project in Procore before syncing. To add cost codes to a previously synced ERP project in Procore, click 'Refresh Cost Codes 'in the Project Level Admin tool or export the budget. Custom WBS Segments are NOT supported.

Sub Jobs/Phases

Import from Sage 100 Contractor® only. Sub job information is entered in Sage 100 Contractor® via the budget. In Procore, you can find the Sub Job info in the Sub Jobs portion of the project-level Admin - Work Breakdown Structure tool.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor® to Procore	Sage 100 Contractor®
Sub Job Number			Phase Number
Sub Job Name			Phase Name

PROCORE

Exports data from Procore to Sage 100 Contractor®

Imports data from Sage 100 Contractor® to Procore

Sage 100 Contractor®

Sub Job Number

Erp Green Arrows

Phase Number

Sub Job Name

Erp Green Arrows

Phase Name

Vendors

The vendor setup in Sage 100 Contractor® can be found at 4-4 Vendors (Accounts Payable). Procore companies can be found in the Directory.

PROCORE	Sage 100 Contractor®	Notes
ERP Vendor ID	Vendor Record Number	Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage 100 Contractor®. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, CCOs).
Name	Name
Address	Address
City	City
State	State
ZIP	Zip

Budgets

In Sage 100 Contractor®, budgets are accessed from 6-2 Budgets. In Procore, budgets are accessed from project-level Budget tool. Budget modifications export from Procore only. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect. In Sage 100 Contractor®, the change(s) will appear as a negative amount to the “From” Cost Code entered in Procore and a positive amount to the “To” Cost Code in Procore in 6-4-1 Change Orders > Budget and Sub Change Details tab.

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 Sage 100 Contractor®	Imports data from Sage 100 Contractor® to Procore	Sage 100 Contractor®
Original Budget Amount			Budget Amount
Cost Code			Cost Code
Cost Type			Cost Type
Budget Modifications Cost Code Cost Type			Budget Amount Cost Code Cost Type

Commitments

Export from Procore only. When a Subcontract is exported from Procore, a Subcontract is created in Sage 100 Contractor® (6-7-1 Subcontracts ). When a Purchase Order is exported from Procore, a Purchase Order is created in Sage 100 Contractor® (6-6-1 Purchase Orders). In Procore, Commitments are accessed from the project-level Commitments tool.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor® to Procore	Sage 100 Contractor®
Subcontracts			Subcontracts
Commitment #			Subcontract #
Contract Amount			Original Subcontract
Contract Company			Vendor
Cost Code			Cost Code
Cost Type			Cost Type
Project Name			Job
Qty (if applicable)			Qty
System Date at Time of Commitment Creation			Subcontract Date
Title			Description
Purchase Orders			Purchase Orders
Commitment #			Order #
Subtotal			Total
Contract Company			Vendor
Cost Code			Cost Code
Description			Description (on detail grid)
Project Name			Job
Qty (if applicable)			Qty
Unit Cost			Price
System Date at Time of Commitment Creation			Subcontract Date
Title			Description

Commitment Change Orders

Export from Procore only.

PROCORE	Sage 100 Contractor®	Notes
Subcontract Change Order	Subcontract Change Order	When a Subcontract Change Order is exported to Sage 100 Contractor®, the export will also update the Budget Amount in Sage 100 Contractor® (6-4-1 Change Orders > Budget and Sub Change Details tab)
Project Name	Job
Title	Description
Change Order #	Change #
System Date at Time of Export	Order Date
Contract Amount	Budget Amount
Company	Vendor
Cost Code	Cost Code
Cost Type	Cost Type
Purchase Order Change Order	Purchase Order Change Order	When Purchase Order Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in Sage 100 Contractor®, below pre-existing line items. In Procore, Purchase Order Change Orders are accessed from the Commitment Record in the project-level Commitments tool.
Title	Description (first row below pre-existing line items)
Cost Code	Cost Code
Description	Description
Qty	Qty
Unit Cost	Price
Project Name	Job
Contract Amount	Total

Job Costs

Import from Sage 100 Contractor® only.

PROCORE	Exports data from Procore to Sage 100 Contractor®	Imports data from Sage 100 Contractor® to Procore	Sage 100 Contractor®	Notes
Direct Costs			Costs entered directly into 6-3 in Sage 100 ¹	Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP Invoice, and 5-2 Payroll (project and budget must be synced).
ERP Commitment Invoiced Amount			Costs entered on an invoice that has been tied to a synced commitment

PROCORE

Exports data from Procore to Sage 100 Contractor®

Imports data from Sage 100 Contractor® to Procore

Sage 100 Contractor®

Notes

Direct Costs

Erp Green Arrows

Costs entered directly into 6-3 in Sage 100 ¹

Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP Invoice, and 5-2 Payroll (project and budget must be synced).

ERP Commitment Invoiced Amount

Erp Green Arrows

Costs entered on an invoice that has been tied to a synced commitment

Job Cost Transaction Details

Import from Sage 100 Contractor® only. If this feature is enabled, all posted cost transaction details from Sage 100 Contractor® are imported into the Direct Costs 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	Sage 100 Contractor®	Notes
Direct Cost Type	Cost Type
Invoice	AP Cost	-
Subcontractor Invoice	AP Cost (with Commitment)	-
Payroll	PR Cost	-
Expense	JC Cost	-
Direct Cost
Received Date	Transaction Date Invoice Date	Received Date can be set to not import Transaction Date for Subcontractor Invoice transactions.
Status	Automatically set to Approved	-
Description	Description	-
Vendor	Vendor (Only for transactions that originate from Accounts Payable)	-
Invoice #	Invoice (Only for transactions that originate from Accounts Payable)	-
Amount	Amount	-

Subcontractor Invoices

PROCORE	Sage 100 Contractor®	Notes
Summary	Header
Billing Period	Posting Period
Invoice #	Invoice #
Billing Date	Invoice Date
Status	Status
Contractor Company	Vendor
Line Items	Distributions
Commitment #	Commitment
Project #	Job
Sub Job #	Phase
Cost Code	Cost Code
Cost Type	Cost Type
Description of Work	Description
Work Completed (This Period) + newly entered Materials Presently Stored ¹	Amount	Retainage is supported. Once exported to Sage 100 Contractor®, the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.

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