Project Financials + CMiC Connector

Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.

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View this integration on Procore's App Marketplace

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 Punkt kontaktowy Procore.

Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.

Action	Standard	Admin	Notes
Accept or Reject Cost Codes for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Owner Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Subcontractor Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Budget for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a CCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Commitment for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Company for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a PCCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Project for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Sub Job for Export to ERP Web		Also requires Accounting Approver permissions
Add a Procore Project to your ERP System Web
Add an ERP Company to the Procore Company Directory Web
Add an ERP Job to Procore Web
Archive an ERP Company in Procore Web
Assign Default Cost Types To ERP Standard Cost Codes Web
Configure Advanced Settings: ERP Integrations Web
Configure the Sync Schedule for your ERP Integration Web
Enable or Disable ERP Direct Exports Web
Import a Budget from ERP Web
Import a Prime Contract from an Integrated ERP System into Procore Web
Import an ERP Sub Job to a Procore Project Web
Link ERP Companies to Procore Companies Web
Refresh the Companies List for ERP Web
Refresh the Cost Codes on an ERP Integrated Project Web
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance Web			These actions do NOT require permissions to the ERP Integrations tool. Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located.
Sync Job Cost Transactions from an Integrated ERP into Procore Web
Sync Paid Invoice Notifications from ERP into Procore Web
Unlink CCOs Synced with ERP Web
Unlink Commitments Synced with ERP Web
Unlink Owner Invoices Synced with ERP Web
Unlink PCCOs Synced with ERP Web
Unlink Subcontractor Invoices Synced with ERP Web
Unlink a Company Synced with ERP Web
View a List of Synced Sub Jobs Web	Requires additional tool permissions	Requires additional tool permissions	Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.
View an Accountant Report for ERP Web
View an ERP Job Costs Report Web		Requires additional tool permissions to view at the project level	'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require: 'Read-only' level permission or above on the project's Reports tool. AND 'Admin' level permission on the project's Budgets tool. OR 'Admin' level permission on the project's Prime Contract tool.
View an ERP Unsyncable Direct Costs Report Web			Users do NOT require permissions to the ERP Integrations tool to view this report. They do require: 'Read-only' level permission and above on the project's Reports tool AND 'Admin' level permission on the project's Budgets tool OR 'Admin' level permission on the project's Prime Contract tool.
View the Archived Companies List for ERP Web	Also requires Accounting Approver permissions	Also requires Accounting Approver permissions

Below are the notable changes to the Procore + CMiC integration.

Recent Changes

Import payments from CMiC to procore (12/16/2024)

Procore has integrated the import of invoice payments from CMiC, ensuring that users have up-to-date payment data without needing to refer back to their integration. Reach out to your Punkt kontaktowy Procore to enable this feature. To learn more, view CMiC Detailed Data Mapping.

Change default unit of measurement on commitments in CMiC (11/29/2024)

Procore has introduced the ability to customize the default Unit of Measure (UOM) for blank or amount-based commitments, enhancing flexibility for users. Please contact your Punkt kontaktowy Procore to enable this feature.

revert to original forecasting process in CMiC (10/31/2024)

Procore has reimplemented the original method for sending estimated cost at completion to CMiC.

Unlink prime contract change orders synced with CMiC (10/21/2024)

ERP Admins can now ‘reset’ PCCOs directly within the ERP tool without the need to contact support. Reset PCCOs Synced with ERP.

Zero Dollar Cost Codes Now Excluded on imports to CMiC (10/20/2024)

Procore has refined the import process for CMiC by excluding zero dollar cost codes, enhancing project data accuracy. Please contact your Punkt kontaktowy Procore to enable this feature.

mask vendor by vendor class in CMiC (10/15/2024)

Procore has implemented the ability to mask vendors in CMiC , ensuring that direct costs for these vendors do not sync into Procore.

Improved contract compliance in CMiC (10/04/2024)

Procore has a new CMiC contract compliance process that now allows users to efficiently sync and manage compliance documents for commitments, ensuring accurate and up-to-date records.

Token-Based Authentication Now Available in CMiC (10/02/2024)

Procore has now added support for token-based authentication in CMiC. Please contact your Punkt kontaktowy Procore to enable this feature.

Link multiple CMiC companies to one procore company (09/20/2024)

CMiC now supports linking one Procore comapny to multiple CMiC companies. Reach out to your Punkt kontaktowy Procore to enable this feature.

Billing Amount now included when exporting budget and budget changes from Procore to CMiC (06/06/2024)

Previously, only the budget amount was populated by default, but now the billing amount can be included when exporting from Procore to CMiC. Reach out to your Procore point of contact to enable this feature.

direct cost SOV description details now imported from CMiC to procore (05/28/2024)

You can now view the description details associated with your Direct Costs Schedule of Values line items to help save time when seeking additional job costs information. To learn more, view CMiC Detailed Data Mapping.

exclude cost codes when importing from CMiC to procore (05/28/2024)

You now have the option to filter out unnecessary cost codes from your Standard Cost Code list when importing cost codes from CMiC to Procore. Reach out to your Procore point of contact to enable this feature.

reference date field now an option when importing job cost transaction details from CMiC to procore (05/17/2024)

You can now choose whether the 'Reference Date' or 'Post Date' is imported to Procore from CMiC for the 'Date' field in the Direct Cost tool. Reach out to your Procore point of contact to enable this feature.

billing date field now available when exporting invoices to CMiC (03/13/2024)

'Billing Date' now replaces the 'Current Date' field when exporting invoices from Procore to CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

direct cost transactions now available for import from CMiC to procore (03/05/2024)

You can now import direct cost transactions from CMiC to Procore. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

commitment numbers Now match in procore and CMiC (02/06/2024}}

A process has been created to make sure commitment numbers match in both Procore and CMiC. To learn more, view CMiC Detailed Data Mapping.

NEW configurable PCI Type AVAILABLE FOR ORIGINAL BUDGET AMOUNTS AND ORIGINAL BUDGET CHANGES IN CMiC (01/10/2024)

A new PCI type has been created for all original budget amounts and original budget changes. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

new configurable PCI type Now available for forecast amounts in CMiC (01/09/2024)

A new PCI type has been created for forecast amounts to provide users with an audit trail when forecasts are created in CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.

Projects in Procore Can Now be Exported to CMiC (04/26/2023)

The Project Financials + CMiC connector previously only allowed for projects to be imported from CMiC into Procore. Now, you can also choose to export projects from Procore to CMiC as a job. Please note that this will create a project in CMiC. A job will still need to be created in CMiC manually. To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

Prime Contract Change Orders and Budget Changes can now be Exported to CMiC (03/22/2023)

You can now export PCCOs and Budget Changes from Procore to CMiC as PCIs. To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.