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Customers

Agave Sync allows you to import Sage Intacct Customers to Procore Companies.

Video Tutorial​

Visual Mapping​

Procore and Sage Intacct Visual Mapping

Common Errors and FAQs​

Are there any pre-requisites to syncing Customers?​

No. However, we recommend setting a filter beforehand to ensure only the Customers you plan to use in Procore are synced.

Agave Sync will auto-link on the following fields for Customers:

  • Name
  • Address
  • Code/Number
  • Email
  • Phone

Can Agave Sync write custom fields to Procore Customers?​

No - at the moment, this is a limitation with Procore where Procore does not allow for custom fields on “Company” records.

How do we differentiate between Vendors and Customers in Procore?​

Procore does not have a way to differentiate between Vendors and Customers at the moment. However, Agave Sync can apply a suffix (e.g. of "(Customer)") to Customers to differentiate them if you would like.

Configuration in Sage Intacct​

As a best practice, assign default payment terms to each Customer in Sage Intacct.

Sage Intacct requires a due date on every AR invoice. Setting default payment terms on the Customer ensures the due date auto-populates from the transaction date, preventing sync failures when a due date isn't provided from Procore.

To configure default payment terms on a Customer: Applications → Accounts Receivable → select a customer → Additional Information → Edit → Term.