Skip to main content

Subcontracts (Commitments)

Agave Sync allows you to export Procore Subcontracts to Vista PM or SL Subcontracts.

note

Subcontracts with a status of "Approved" in Procore are synced in an interfaced status. This is to:

  1. Avoid doubling up on approvals between Vista and Procore, and
  2. Allow for you to immediately sync Subcontract Change Orders and Subcontractor Invoices against these Subcontracts.

Visual Mapping​

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Video Tutorial​

Common Errors & FAQs​

Are there any pre-requisites to syncing Subcontracts?​

Yes, the Project, Vendor, Budget Codes, and Units of Measure associated with the Subcontract must be synced.

Importing Purchase Orders from Vista to Procore​

If you choose to import Subcontracts from Vista to Procore, there are a few important details to keep in mind:

  1. Setting the Type: in Procore, the Subcontract Type can be either Amount or Unit, which affects the availability of Unit Cost and Quantity in Line Items. Agave Sync determines the Purchase Order Type as follows:
    • If all Subcontract Line Items in Vista have a Unit of Measure of LS, the Type is set to Amount in Procore.
    • Otherwise, the Type is set to Unit in Procore.
  2. Change Order Line Items: all Subcontract Change Order Line Items are filtered out. These should be applied via Subcontract Change Orders in Procore (either manually in Procore or via sync).