{"id":4618,"date":"2025-12-01T11:05:23","date_gmt":"2025-12-01T00:35:23","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4618"},"modified":"2025-12-01T11:05:24","modified_gmt":"2025-12-01T00:35:24","slug":"project-setup-for-integration-to-intacct","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/project-setup-for-integration-to-intacct\/","title":{"rendered":"Project Setup for integration to Sage Intacct"},"content":{"rendered":"\n<p>OneCore now has a new feature that makes it easy for users to map projects automatically when they create them. Here&#8217;s how to do it<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup the Project Mapping<\/h2>\n\n\n\n<p>1. Navigate back to the <strong>Procore company level and Click <strong>Create a Project<\/strong>. <\/strong> <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"364\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-1024x364.png\" alt=\"\" class=\"wp-image-4621\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1024x364.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-300x107.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-768x273.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1536x546.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-60x21.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-100x36.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image.png 1709w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2. Filling up the necessary details about the project.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"451\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-195-1024x451.png\" alt=\"\" class=\"wp-image-2927\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-1024x451.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-300x132.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-768x338.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-1536x676.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-60x26.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195-100x44.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-195.png 1572w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Click <strong>Create Project<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"170\" height=\"81\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-198.png\" alt=\"\" class=\"wp-image-2930\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-198.png 170w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-198-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-198-60x29.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-198-100x48.png 100w\" sizes=\"auto, (max-width: 170px) 100vw, 170px\" \/><\/figure>\n\n\n\n<p>4. You shall receive a <strong>New Project Created<\/strong> notification.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-199-1024x516.png\" alt=\"\" class=\"wp-image-2931\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-1024x516.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-300x151.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-768x387.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-50x25.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-1536x774.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-60x30.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199-100x50.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-199.png 1875w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>5. Navigate to <strong>OneCore > Txn Dashboard<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"242\" height=\"95\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-200.png\" alt=\"\" class=\"wp-image-2932\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-200.png 242w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-200-50x20.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-200-60x24.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-200-100x39.png 100w\" sizes=\"auto, (max-width: 242px) 100vw, 242px\" \/><\/figure>\n\n\n\n<p>10. In the Dashboard table, you should see the Project-created transaction being processed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"309\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-201-1024x309.png\" alt=\"\" class=\"wp-image-2933\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-1024x309.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-300x90.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-768x232.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-1536x463.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-60x18.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201-100x30.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-201.png 1595w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>11. Go to <strong>Projects &gt; Project Mapping<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"251\" height=\"115\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/image-202.png\" alt=\"\" class=\"wp-image-2934\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-202.png 251w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-202-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-202-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/image-202-100x46.png 100w\" sizes=\"auto, (max-width: 251px) 100vw, 251px\" \/><\/figure>\n\n\n\n<p>12. In Project Mapping, you can see the record in the table, with all the statuses being configured by OneCore.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"281\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-1-1024x281.png\" alt=\"\" class=\"wp-image-4624\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-1024x281.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-300x82.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-768x210.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-50x14.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-60x16.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1-100x27.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-1.png 1496w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>OneCore now has a new feature that makes it easy for users to map projects automatically when they create them. Here&#8217;s how to do it Setup the Project Mapping 1. Navigate back to the Procore company level and Click Create a Project. 2. Filling up the necessary details about the&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[127,124,128],"ht-kb-tag":[47,133],"class_list":["post-4618","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-intacct","ht_kb_category-mapping-in-onecore-intacct","ht_kb_category-intacct-onboarding","ht_kb_tag-check","ht_kb_tag-intacct"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4618"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4618\/revisions"}],"predecessor-version":[{"id":4625,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4618\/revisions\/4625"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4618"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4618"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}