Accounting integrations and access

Understanding Procore financial migration scope and limitations

Procore financial transfer is a one-time migration from an export, not a live accounting integration.

Project TeamDesktop WebVerified July 24, 2026

Procore financial transfer is a one-time migration from an export, not a live accounting integration.

Best for: Customers migrating historical project data · Requires: A coordinated Constructable implementation.

Supported migration data can include:

  • Commitments and SOV lines
  • Change Orders and line items
  • Billing Periods
  • Invoice submissions and lines
  • Invoice attachments
  • Payment-related lines

Important limitations can include:

  • Change Orders associated with multiple Change Events are not supported.
  • Purchase Orders import as Commitments.
  • Void or terminated Commitments and COs are skipped.
  • Rejected COs are skipped.
  • Zero-dollar lines are skipped.
  • Multiple Commitments from the same vendor on one project are not supported.

Review a migration validation report before treating imported balances as complete. Future changes in Procore do not continue syncing.

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