Arcoro is excited to announce we will be enhancing the AccountLinx/SyncLinx experience with Acumatica and Procore in an upcoming update to AccountLinx/SyncLinx for October 2023. This article will describe the software updates and provide details to help you get started with these enhancements.

Enhancements

Acumatica

Cost Code Import Tab for SyncLinx

This tab is used to filter the following Cost Code options:

• Import Cost Codes - If activated, you will be able to select "Project Task" or "Project Task and Budget Cost Code"
  
  • "Project task" - It will only display the Project task
  • "Project Task and Budget Cost Code" - It will display the parent Project Task and the children Budget Cost Code.
  
• Import by Task Type - You can use this to filter which Task Type they want to see. If no option is selected, all Task Types will be displayed.

  

• Import by Account Group - You can use this to filter Account Groups. If no option is selected, all Account Groups will be displayed

  

Procore

Custom Fields

Procore

• Custom fields can be created on Procore at the Company Level following the path: Company Tools > Admin > Project Settings > Timesheets.
• Custom fields must be related to a Fieldset in order to be used in Projects.
• Custom fields can be used in the Employee Timesheets under Project level.
• At least one Company fieldset must be created to active Custom Fields on ALX/SLX.
• You can have multiple sets of Company Fieldset, but only one can be related/used on ALX/SLX.
• Supported Custom Fields Types
  
  • AccountLinx and SyncLinx only support the following Custom Fields types:
    
    • Plain Text (short) 255 characters
    • Date
    • Checkbox
    • Single Select (Dropdown)

SyncLinx

Custom Fields can be enabled on "Custom Fields Import" tab on Procore Settings.

• Only up to one Fieldset can be selected and is supported.
• Only up to 5 Custom Fields can be selected and are supported.
  
  • IMPORTANT - Pre-Import: Every time a Custom Field is created or changed, you need to re-run the Pre-Import to be sure the values are up-to-date. Pre-Import is a process triggered only at the first Import/Update run.

AccountLinx

Custom Fields can be enabled on the "Export Custom Fields" tab on Procore Settings:

• Custom Fields can be mapped to None, Employee, Location, and Cost Code.
• Does NOT support the same custom field mapped to more than one Entity. You should not map the same custom field to different Entities.
• Only up to one Fieldset can be selected and is supported.
• Only up to 5 Custom Fields can be selected and are supported.
• Custom Fields will appear in the mapping screen related to it.
• If the Custom Field is changed on Procore and has no single selection option in it anymore, then a text field in the mapping screen is displayed.
  
  • IMPORTANT - Pre-Import: Every time a Custom Field is created or changed, you will need to re-run the Pre-Import on SyncLInx to be sure the values are up-to-date and re-open ALX. The Pre-Import is a process triggered only at the first Import/Update run on SLX.

Exporting Custom Fields and API behavior

• If the time records (first API call) and custom field (second API call) were exported successfully, they are considered as EXPORTED
• If the time records (first API call) were exported successfully, but their custom fields (second API call) weren't, they are considered as EXPORTED WITH WARNINGS
• If the time records (first API call) were not exported successfully, they are considered as NOT EXPORTED