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Prime Contracts (Job Contracts)

Agave Sync allows you to either:

  1. Import Vista JC Contracts to Procore Prime Contracts, or
  2. Export Procore Prime Contract Line Items to Vista JC Contract Items.

Visual Mapping​

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Common Errors and FAQs​

Deleting Prime Contracts​

You may unintentionally sync Prime Contracts to Procore without all of the line items you would like to include. Instead of manually (1) setting the Prime Contract back to "Draft", (2) unlinking the Prime Contract, and (3) deleting the Prime contract, you can use Agave Sync to delete Prime COntracts you have synced to Procore.

To delete Prime Contracts you have synced to Procore:

  1. Identify the Prime Contracts you would like to delete:

    Prime Contracts

  2. In Agave Sync, select those Prime Contracts and press Delete from Procore:

    Prime Contracts

    Prime Contracts

  3. The Prime Contracts will now appear as syncable but they will no longer exist in Procore:

    Prime Contracts

    Prime Contracts
note

Agave Sync will delete the Prime Contracts in Procore, but not in the original source system (i.e. youre accounting system).

How is the Prime Contract "Type" determined for Vista to Procore syncs?​

In Procore, the Prime Contract Type can be either Amount or Unit, which affects the availability of Unit Cost and Quantity in Line Items.

Agave Sync determines the Prime Contract Type as follows:

  1. If all Prime Contract Line Items in Vista have a Unit of Measure of LS, the Type is set to Amount in Procore.
  2. Otherwise, the Type is set to Unit in Procore.

How are Prime Contracts with a "Type" of "Amount" synced from Procore to Vista?​

For Prime Contracts with a Type of Amount in Procore, Agave Sync assigns each Line Item in Vista a Unit of Measure of LS (Lump Sum).