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 CO ST S |
| 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
Detailed Data Mapping Content Reuse for ERP Budget Changes
Phased Release: Budget ChangesSome 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.
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 |
1 Typically 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 |
1 When 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®.
2 The 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.
3 Typically 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
Invoice # |
| Invoice Number | |
Current Payment Due |
| Invoice Amount |
Invoice Billing Date
Billing Period |
| Expense Period (Month/Year) | |
Status (approved) |
| Status (Pending/Approved based on client preference) | |
Procore Attachment URL (only 1) |
| Third Party Attachments |
See Also