Detailed Data Mapping

Overview

PROCORE	CMiC	Notes
COMPANY LEVEL WBS CODES COST CODES & COST TYPES	MASTER COST CODES & CATEGORIES	Custom WBS segments are not supported at this time. Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
PROJECT LEVEL WBS CODES COST CODES & COST TYPES	COST CODES & CATEGORIES	Custom WBS segments are not supported at this time. Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
COMPANIES CUSTOMERS	BUSINESS PARTNERS/VENDORS CUSTOMERS	Import companies by type, including those without a specified company type, from CMiC to Procore.
PROJECTS	CONTROL JOBS
SUB JOBS	JOBS
BUDGET	BUDGETED COST AMOUNT	Budgets containing line items with $0 values can be exported from Procore to CMiC.
BUDGET MODIFICATIONS (LEGACY) OR BUDGET CHANGES (NEW)	UPDATES CURRENT BUDGET AMOUNT POTENTIAL CHANGE ITEM (PCI)
COST FORECAST DATA	PROJECTED COST	Exports the ‘Estimated Cost at Completion' and ‘Forecast to Complete' values from a Procore budget to CMiC.
COMMITMENTS	SUBCONTRACTS
COMMITMENT CHANGE ORDERS	SUBCONTRACT CHANGE ORDERS
SUBCONTRACTOR INVOICES	REQUEST FOR PAYMENT
SUBCONTRACT INVOICE PAYMENTS	PAYMENTS	Export of payment records from Procore to CMiC is only supported for customers in the United States who have licensed Procore Pay.
PRIME CONTRACT	PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS	POTENTIAL CHANGE ITEM (PCI) OR OWNER CHANGE ORDER (OCO)	PCCO with multiple linked PCOs can be exported as individual PCIs to CMiC. See Export a PCCO with Multiple PCOs as Individual PCIs to CMiC. PCCOs can be exported as OCOs to CMiC. See Export a PCCO as an OCO to CMiC.
JOB-TO-DATE COSTS	JOB COSTS
DIRECT COSTS	JOB COSTS TRANSACTION DETAILS	Import direct costs, including their image URLs, from CMiC to Procore.

Projects/Jobs

Exporting a Procore project to CMiC creates a 'project' in CMiC, but not a 'job'. You must create a job manually in CMiC after exporting your Procore project through the integration.

PROCORE	CMiC	Notes
CMIC ID	Project Code
Project Name	Project Name
Address	Address 1
City	City
State	State
ZIP	Zip
Cost Code Code/Description	Cost Code Code/Description	Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore. Cost codes added to a job in CMiC after the job is synced with Procore can be added to the project in Procore by clicking 'Refresh Cost Codes' in the Project level Admin tool's Work Breakdown Structure (WBS) cost code section. If multicompany is enabled, a specific company ID will be assigned to multicompany projects during the import and export of jobs in Procore. Cost codes and cost types are synced with Procore projects when importing jobs to Procore, exporting jobs from Procore, resending projects to CMiC, and exporting budgets to Procore.
Cost Type Code/Description	Category Code/Description	Cost codes and cost types are synced with Procore projects when importing jobs to Procore, exporting jobs from Procore, resending projects to CMiC, and exporting budgets to Procore.
Start Date	Begin Date
Completion Date	End Date
Company ID	Company ID	If multicompany is enabled, a specific company ID will be assigned to multicompany projects during the import and export of jobs in Procore. Once a project is synced as a multicompany project, all downstream transactions, such as contracts, invoices, and more, will automatically sync with the specific company.

Sub Jobs

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Sub Job Code			Project Code
Sub Job Name			Project Name
Cost Code			Cost Code
Cost Type			Category

Vendors

When Companies in Procore are exported to CMiC, they will create a Business Partner and Vendor record. Additionally, when companies identified as a Customer in CMiC are imported to Procore, the integration will create a Company record in the Company Directory. Below is a table that displays the field mapping between these records.

PROCORE	CMiC	Notes
ERP Vendor ID	Vendor Code/Business Partner Code	Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to CMiC. 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	Vendor Name/Business Partner Code	If a Vendor has a masked Vendor Class or masked JcdtSrcCode in Boomi, it will not appear in the Ready to Import filter list.
Address	Street/Address
City	City
State	State/Province
ZIP	Zip/Post Code
Business Phone	Phone
Business Fax	Fax
Email Address	E-mail
Website	Web Site
EIN	Registration Code	Include the Employer Identification Number (EIN) of a vendor when importing their record to the Procore directory. Procore currently supports CMiC Registration Codes in US EIN format only.
Customers	Customers
ERP Vendor ID	Customer Code/Business Partner Code	Import note: 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). Export note: When Companies in Procore are exported to CMiC they will create a Business Partner and Vendor record. Business partner records must be manually assigned as a Customer in CMiC.
Name	Vendor Name/Business Partner Code
Address	Street/Address
City	City
State	State/Province
Zip	Zip/Post Code
Business Phone	Phone
Business Fax	Fax
Email Address	E-mail
Website	Web Site

Budgets

Original Budget Amounts/Pending Original Budget edits are exported to CMiC as a PCI Type. The PCI will export over with an "Approved" status and will need to be posted in CMiC.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Original Budget			Original Estimate
Cost Code ¹			Cost Code
Cost Type ¹			Categories

PROCORE

Exports data from Procore to CMiC

Imports data from CMiC to Procore

CMiC

Original Budget

Original Estimate

Cost Code ¹

Cost Code

Cost Type ¹

Budget Modifications (Legacy)

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 CMiC	Imports data from CMiC to Procore	CMiC
Project			Job
Project Name			Job Name
From/To			Cost Code ID
From/To			Cost Code Name
From/To			Cost Type ID
From/To			Cost Type Name
Amount			Transfer Amount

Budget Changes (New)

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Project			Job
Budget Change Number			PCI No.
Status			Approved
System Date of Export			Date
Name			Description
Description			Scope
From/To			Cost Code ID
From/To			Cost Code Name
From/To			Cost Type ID
From/To			Cost Type Name
Amount ¹			Transfer Amount

¹Amount populates the 'Budgeted Amount' by default, but can be set up to update ''Billing Amounts' as well. This requires assistance from ERP IIS. Contact support if interested in getting this to also populate the 'Billing Amounts' on a Budget Change export to CMiC.

Forecasting/Projections

Estimated Cost at Completion exports to CMiC as a PCI Type.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Cost Code			Phase
Cost Type			Cost Type
Estimated Cost at Completion Total ¹			Total Budgeted Amount
Type			PCI Type
Date of Export			Date
[month of export] Procore Forecast Amounts			Description

¹ To export Estimated Cost at Completion Total values you must first enable the feature. See How do I export cost forecast data from a Procore budget to ERP?

Commitments

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Commitment Header			Commitment Header
Contract #			Contract Number
Commitment Type ¹			Contract Type
Contract Company ²			Vendor
Date Created			Date
Start Date			Start Date
Issued Date			Issued Date
Estimated Completion Date			End Date
Signed Contract Received Date			Executed Date
Title			Description
Default Retainage			Default Retainage Percentage
Description			Scope of Work
Commitment Item (Purchase Orders)			Commitment Item
Qty			Quantity
UOM			WM
Unit Cost			Rate
Contract Amount or Subtotal			Amount
Commitment Item (Subcontracts)			Commitment Item
Job ID			Job ID
Line Item Description			Task Description
Cost Code			Cost Code
Type			Category
UOM ³			WM
Unit Cost ³			Rate
Contract Amount or Subtotal			Amount

¹When a commitment is created in Procore, you must select a type: Purchase Order or Subcontract. This is used as the commitment type for CMiC.

² The ERP Vendor ID associated with the Contract Company is used on the import file for CMiC. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

³ Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Schedule Of Values.

Commitment Change Orders

To sync a CCO, the Commitment has to be synced to CMiC first. The CCO will export to the Subcontract/PO and will need to be posted once it successfully exports to CMiC. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item or entering a new line item.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Commitment Change Order Header			Commitment Change Order Header
Title			Description
System Date at Time of Export			Invoice Date in CMiC
Change Order Number			Contract No
Status			Pending
Description			Scope of Work
Commitment Change Order Item (Purchase Order or Unit/Quantity Based Subcontract)			Commitment Change Order Item
Item ID ¹
Qty			Unit
Contract Amount or Subtotal			Extended Price
Commitment Change Order Item (When New Line Item is Selected Entering the SOV on the CCO)			Commitment Change Order Item
CMiC ID			Item ID
Qty ²			Unit
Unit Cost ²			Rate
UOM ²			WM
Contract Amount or Subtotal ³			Extended Price

¹ This field is pulled from the Cost Type.

²Typically, Quantity, Units, and Unit Cost are only used on Purchase Orders.

³ The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Subcontractor Invoices

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Subcontractor Invoice			Invoice Header
Contract Company			Vendor Name
ERP ID			Invoice Code
Description ¹			Description
Total Completed and Stored to Date			Original Invoice Amount
Total Retainage			Retainage Amt
Billing Date			Invoice Date
Billing Date + 30 Days			Due Date
Accounting Date ²			Posting Date
			Distributions
Commitment #			Contract
Project #			Job/EQP/WO
Sub Job #			Job/EQP/WO
Cost Code			Phase/Component/WI
Category			Cat/Component/WI
Description of Work			Description
Work Completed this Period			Amount
Work Retainage			Retainage
AP Invoice Payments ³
Payment Issued			Payment
Payment Status			Payment Status
Amount			Check Amount / Payment Amount
Payment Funding Date			Check Post Date / Check Date
Check Number			Check Number
Check Description			Check Description

¹The description for an invoice that will be created in CMiC can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export, the Description field will be blank on the invoice created in CMiC.

²This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.

³The subcontractor invoice must exist in Procore to sync payments.

Prime Contracts

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Prime Contract			Job/Contract/Budget
Title			Job Code + Prime Contract
#			Job #
Status			Approved
Description			Job Code + Message
Original Contract Amount			Total Budgeted Revenue Amount
Prime Contract Schedule of Values			Contract/Enter Budget
Budget Code (Cost Code)			Cost Code
Budget Code (Cost Type)			Category
Description			Cost Code Description
Amount			Budgeted Revenue Amount
Prime Contract ¹			Job/Contract/Budget
Title			Job Contract Code + Prime Contract
#			Parent Job Code \| Job Contract Code
Status			Approved
Description			Job Contract Code + Prime Contract
Currency ISO Code			JbcCurrCode
Prime Contract Schedule of Values ¹			Contract/Enter Budget
Job Number/Sub Job Number			Job Code (Bill Code)
Budget Code (Cost Code)			Cost Code (Bill Code)
Budget Code (Cost Type)			Category (Bill Code)
Description			Contract Description - Bill Code Description
Amount			Budgeted Revenue Amount

¹ Prime Contracts from multiple jobs in CMiC can be imported as separate prime contracts to a Procore project.
Note: Existing CMiC users can reach out to their Procore point of contact to enable the ‘Multiple Prime Contracts Sync’ feature. If you enable this feature, you will not be able to revert to the Single Prime Contract Sync functionality.

Prime Contract Change Orders

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
PCCO			PCI
Project Number			Job Code
Title			Name
Transaction Date			Reference Date
PCCO Number			PCI Code
Description			Scope Description
Amount			Bill Amount
Cost Code			Code
Unit of Measurement			Budget WM Code
Line Item Type			Category Code
Ext Amount			Budget Amount
PCCO ¹			PCI
Potential Change Order			Subcontract Code Vendor Code Subcontract Change Order Number
PC Number-PCCO Number-PCO Number			PCI Name Change Event Line Item Description
PCCO ²			OCO
Potential Change Order			PCI Subcontract Code Vendor Code Subcontract Change Order Number
PCCO Number			Owner Change Code
PC Number-PCCO Number-PCO Number			PCI Name Change Event Line Item Description
Schedule Impact ³			Days Impact

¹PCCO with multiple linked PCOs is exported as separate PCIs to CMiC when the ‘Create Multiple PCIs’ setting is enabled in Procore. See Export a PCCO with Multiple PCOs as Individual PCIs to CMiC.

² PCCOs are exported as OCOs to CMiC when the ‘Create Owner Change Orders’ setting is enabled in Procore. See Export a PCCO as an OCO to CMiC.

³The 'Date of Substantial Completion as of This Change Order therefore’ field in CMiC is calculated based on the 'Project End Date' and the 'Days Impact' fields.

Job Costs

Import from CMiC only. Cost information is retrieved from CMiC for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Job Cost information can be synced in either the ERP Integrations tool under the Job Costs sub-tab or within the Project Admin tool under Work Breakdown Structure, within Cost Codes there is a "Refresh Cost Codes" button.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Budget
JTD Cost			JTD Cost
Direct Costs			JTD Cost - Commitment Invoiced ¹
Job Costs Report
Cost Code			Cost Code
Cat.			Cost Type
Original Budget			Original Budget
Commitment Invoiced			Commitment Invoiced
Job-to-Date Cost			JTD Cost

¹ This is a calculated column that displays the difference between the two database fields in CMiC.

Job Cost Transaction Details

Import from CMiC only. If the feature is enabled, all posted “Actual” cost transaction details from the Job Costing Transaction Record in CMiC 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 in the Direct Costs or JTD Cost columns for a budget line item.

PROCORE	CMiC	Notes
Direct Cost Type	Cost Type
Invoice	Journal Code Mapping	Cross reference table created to map Journal Codes from the Transaction Record to the proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.
Expense	Journal Code Mapping	Cross reference table created to map Journal Codes from the Transaction Record to the proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.
Subcontractor Invoice	Journal Code Mapping	Cross reference table created to map Journal Codes from the Transaction Record to the proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.
Payroll	Journal Code Mapping	Cross reference table created to map Journal Codes from the Transaction Record to the proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.
Direct Cost General Information
Date	Reference Date or Post Date	You can choose whether “Reference Date” or “Post Date” will be pulled into Procore from CMiC for the “Date” field in the Direct Cost Tool.
Vendor	Source Code
Received Date	Post Date	You can choose whether “Post Date” or “Invoice/Reference Date” will be pulled into Procore from CMiC for the “Received Date” field in the Direct Cost Tool.
Invoice #	Invoice #
Status	Approved
Description	Source Description Reference Code URL(s)	You can choose whether to include the “Reference Code” when importing the “Source Description” into Procore for the “Description” field of line items in the Direct Costs tool. Include image URLs of direct costs in CMiC as part of the “Description” field of direct cost transactions in the Direct Costs tool when importing direct costs into Procore. To enable this feature, reach out to your Procore point of contact.
Budget Code	Cost Code
Cost Type	Category
Qty	Quantity
UOM	WM
Unit Cost	Unit Cost
Amount	Amount

Procore Pay Payments

General Availability in Select Markets (United States)

Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Check No.			Check Number
Check Description			Check Description
Date Payment Initiated			Check Date
Date Payment Initiated			Post Date
Amount			Check Amount

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