Detailed Data Mapping
Overview
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
PROJECT WBS CODES 1 Cost Codes, Cost Types, Custom Segments |
| ITEMS (Other Charge) | |
PROJECTS |
|
| PROJECTS |
COMPANIES |
|
| VENDORS |
SUBCONTRACTOR INVOICES |
| VENDOR BILLS | |
COMMITMENT PAYMENTS ISSUED 2 |
| VENDOR BILL PAYMENTS | |
OWNER INVOICES |
| INVOICE (Sales) | |
DIRECT COSTS |
| VENDOR BILLS/JOURNALS |
1 Custom WBS Segments ARE supported.
2 Supported in the US only at this time.
Project WBS Codes
PROCORE | Exports data from Procore to NetSuite® | Imports data from NetSuite® to Procore | NetSuite® |
|---|---|---|---|
Project WBS Code 1 Project Number + Budget Code (Cost Code, Cost Type, Custom Segment) |
| Item Name/Number | |
Budget Code Description |
| Display Name/Code |
1 Custom WBS Segments ARE supported.
Export note: The NetSuite® Item is created as an "Other Charge" type and assignments such as "Expense Account" are applied per defaults set up in NetSuite® Accounting Preferences
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® | |
|---|---|---|---|---|
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) |
1 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 |
| Date | |
Status |
| Automatically set to Approved | |
Description (Cost Type + Invoice/Journal #) |
| n/a | |
Vendor |
| Vendor (for Vendor Bill type) | |
Invoice # |
| Transaction Number | |
Amount |
| Amount |