{"id":4687,"date":"2025-12-02T11:21:04","date_gmt":"2025-12-02T00:51:04","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4687"},"modified":"2025-12-02T11:21:05","modified_gmt":"2025-12-02T00:51:05","slug":"how-to-map-to-an-existing-project-in-onecore-sage-intacct","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-map-to-an-existing-project-in-onecore-sage-intacct\/","title":{"rendered":"How to map to an existing project in OneCore Sage Intacct"},"content":{"rendered":"\n<p>1. To map to an existing project from OneCore, go to <strong>Projects &gt; General Settings<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"227\" height=\"100\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/navigation-panel.png\" alt=\"navigation-panel-general-settings\" class=\"wp-image-2553\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/navigation-panel.png 227w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/navigation-panel-50x22.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/navigation-panel-60x26.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/navigation-panel-100x44.png 100w\" sizes=\"auto, (max-width: 227px) 100vw, 227px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>2. Click on <strong>Refresh Projects<\/strong> for both Procore Projects and Sage Projects<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"30\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-25-300x30.png\" alt=\"\" class=\"wp-image-4690\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-300x30.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-1024x103.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-768x77.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-50x5.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-60x6.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25-100x10.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-25.png 1497w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><span style=\"font-size: inherit;\">3. Go to <\/span><strong style=\"font-size: inherit;\">Projects &gt; Project Mapping<\/strong><span style=\"font-size: inherit;\">.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"221\" height=\"100\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/project-mapping-navigation-panel.png\" alt=\"project-mapping-navigation\" class=\"wp-image-2555\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/project-mapping-navigation-panel.png 221w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/project-mapping-navigation-panel-50x23.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/project-mapping-navigation-panel-60x27.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/project-mapping-navigation-panel-100x45.png 100w\" sizes=\"auto, (max-width: 221px) 100vw, 221px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>4. Navigate to the &#8220;<strong>Unmapped Projects<\/strong>&#8221; tab in the table.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"312\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-28-1024x312.png\" alt=\"\" class=\"wp-image-4693\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-1024x312.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-300x91.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-768x234.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-60x18.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28-100x30.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-28.png 1503w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>5. Click on the <strong>pencil icon<\/strong> next to the project you want to map. Select the Sage Project from the list (if it\u2019s not available it needs to be created in Sage or it\u2019s been mapped to another project). Click on <strong>Save Changes<\/strong>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"610\" height=\"377\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-29.png\" alt=\"\" class=\"wp-image-4694\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-29.png 610w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-29-300x185.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-29-50x31.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-29-60x37.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-29-100x62.png 100w\" sizes=\"auto, (max-width: 610px) 100vw, 610px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. Once the mapping has been saved, a green activate button will appear. Click on <strong>Activate <\/strong>to create a link between the projects.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>8. Once activated, you shall see the status marked as &#8220;<strong>Activated<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"577\" height=\"734\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-30.png\" alt=\"\" class=\"wp-image-4695\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-30.png 577w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-30-236x300.png 236w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-30-39x50.png 39w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-30-47x60.png 47w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-30-79x100.png 79w\" sizes=\"auto, (max-width: 577px) 100vw, 577px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>9. Navigate to the &#8220;<strong>Mapped Projects<\/strong>&#8221; tab in the table, you shall see your project has established the mapping.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-31-1024x298.png\" alt=\"\" class=\"wp-image-4696\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-1024x298.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-300x87.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-768x223.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-50x15.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-60x17.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31-100x29.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-31.png 1496w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>1. To map to an existing project from OneCore, go to Projects &gt; General Settings: 2. Click on Refresh Projects for both Procore Projects and Sage Projects 3. Go to Projects &gt; Project Mapping. 4. Navigate to the &#8220;Unmapped Projects&#8221; tab in the table. 5. Click on the pencil icon&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[124],"ht-kb-tag":[47],"class_list":["post-4687","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-mapping-in-onecore-intacct","ht_kb_tag-check"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4687","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=4687"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4687\/revisions"}],"predecessor-version":[{"id":4697,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4687\/revisions\/4697"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4687"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4687"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4687"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}