Project Financials + Yardi Voyager®

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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Yardi Voyager® course on the Procore Learning Portal
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 Procore point of contact.

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 + Yardi Voyager® integration.

Recent Changes

Send Invoices to the Project Financials + Yardi Voyager® connector invoice Register (1/14/2025)

You can now send invoices to the Yardi Voyager® connector's Invoice Register instead of directly creating payables. This will now enable you to utilize Yardi Voyager® connector's Invoicing workflows, such as Payscans. Please reach out to your Procore point of contact to enable this functionality.

enhanced Payment Processing with the Project Financials + Yardi Voyager® connector (09/05/2024)

Procore has updated payment processing for the Yardi Voyager® connector, allowing you to remove taxes from payments issued to prevent overpayment beyond Committed Amounts. Please reach out to your Punkt kontaktowy Procore to enable this feature.

NEW! export projects from bidding and estimating WITH the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (05/31/2024)

Integration users now have the option to export projects created in Bidding or Estimating tools with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature.

NEW! SYNC PURCHASE ORDERS WITH the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (10/26/2023)

Integration users now have the option to sync Purchase Orders created in the Commitments tool with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature. This feature enhances the existing Commitment export capability by allowing for export of an additional contract type from that tool.

NEW! filter cost codes before importing through the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (06/26/2023)

Integration users now have the option to filter out certain cost codes from the list that is imported into Procore upon cost code setup. This feature allows you to keep some cost codes for use in Yardi Voyager® only. Please contact your Punkt kontaktowy Procore to take advantage of this new functionality.

NEW! Sync payment retainage and more details about payments issued with the PROJECT FINANCIALS + Yardi Voyager® CONNECTOR (05/23/2023)

Additional payment details now carry over into Procore from payments issued in Yardi Voyager®, as well as retainage in payments issued. There is no action needed to take advantage of these new features. This feature enhancement is only available if invoice syncing is enabled with your integration.

For more information, see Yardi Voyager® Detailed Data Mapping.