{"id":4819,"date":"2025-12-04T16:06:23","date_gmt":"2025-12-04T05:36:23","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4819"},"modified":"2025-12-04T16:36:32","modified_gmt":"2025-12-04T06:06:32","slug":"onecore-sage-intacct-feature-guide-part-2","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/onecore-sage-intacct-feature-guide-part-2\/","title":{"rendered":"OneCore: Sage Intacct Feature Guide (Part 2)"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Vendors:<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"171\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-115-1024x171.png\" alt=\"\" class=\"wp-image-4957\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-1024x171.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-300x50.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-768x128.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-50x8.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-60x10.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115-100x17.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-115.png 1494w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Vendors has three options: <strong>General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors &amp; Contacts.<\/strong><\/p>\n\n\n\n<p><strong>General Settings<\/strong><\/p>\n\n\n\n<p><em>General Settings <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the <strong>Procore Vendors, Sage Vendors and Sage Customers<\/strong> lists in OneCore.<\/li>\n\n\n\n<li>Basic configurations<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-116-1024x562.png\" alt=\"\" class=\"wp-image-4960\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-1024x562.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-300x165.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-768x421.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-50x27.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-1536x842.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-60x33.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116-100x55.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-116.png 1705w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh all Vendors and Contacts: <\/strong>Update the <strong>Procore Vendors, Sage Vendors and Sage Customers<\/strong> lists in OneCore.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Disable Contact Sync:<\/strong> Enabling this option will prevent creatin of Procore vendors from new Sage vendors creation<\/li>\n\n\n\n<li><strong>Disable Contact Details Sync:<\/strong> Enabling this will prevent updated Sage Contact to sync across to mapped Procore Vendors<\/li>\n\n\n\n<li><strong>Disable Vendor Sync<\/strong>: Enabling this option will prevent creation of Sage Contacts from new Procore vendor creation<\/li>\n<\/ul>\n\n\n\n<p><strong><strong>Sage <\/strong>Vendor Mapping<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>NOTE: One Procore vendor only can be mapped to either <strong>Sage <\/strong>Vendor or <strong>Sage <\/strong>Customer.<\/em><\/p>\n<\/blockquote>\n\n\n\n<p>Vendor mapping allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Establish mapping relationship between Procore vendor and Sage vendor<\/li>\n\n\n\n<li>Delete mapping\u00a0<\/li>\n\n\n\n<li>Auto-map by name<\/li>\n\n\n\n<li>Exporting vendors<\/li>\n\n\n\n<li>Details of particular vendor\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"423\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-117-1024x423.png\" alt=\"\" class=\"wp-image-4970\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-1024x423.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-300x124.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-768x317.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117-100x41.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-117.png 1506w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Vendors:<\/strong> Shows the current active vendors<\/li>\n\n\n\n<li><strong>Unmapped Procore Vendors:<\/strong> Establish the mapping here<\/li>\n\n\n\n<li><strong>Unmapped Sage Vendors<\/strong>: Establish the mapping here<\/li>\n<\/ul>\n\n\n\n<p><strong><strong>Sage <\/strong>Customer Mapping (HCC)<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>NOTE: One Procore vendor only can be mapped to either <strong>Sage <\/strong>Vendor or <strong>Sage <\/strong>Customer.<\/em><\/p>\n<\/blockquote>\n\n\n\n<p>Customer mapping allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Establish mapping relationship between Procore vendor and Sage Customer<\/li>\n\n\n\n<li>Delete mapping\u00a0<\/li>\n\n\n\n<li>Auto-map by name<\/li>\n\n\n\n<li>Exporting vendors<\/li>\n\n\n\n<li>Details of particular vendor\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"327\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-118-1024x327.png\" alt=\"\" class=\"wp-image-4972\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-1024x327.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-300x96.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-768x245.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-50x16.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-60x19.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118-100x32.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-118.png 1499w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mapped Customers:<\/strong> Shows the current active customers<\/li>\n\n\n\n<li><strong>Unmapped Procore Vendors:<\/strong> Establish the mapping here<\/li>\n\n\n\n<li><strong>Unmapped <strong>Sage <\/strong>Customers<\/strong>: Establish the mapping here<\/li>\n<\/ul>\n\n\n\n<p><strong>Inactive Vendors &amp; Contacts<\/strong><\/p>\n\n\n\n<p>Inactive Vendors &amp; Contacts page allow you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Observe the inactive or archived contacts by their respective platforms which are not available for mapping in OneCore.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"331\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-119-1024x331.png\" alt=\"\" class=\"wp-image-4973\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-1024x331.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-300x97.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-768x248.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-50x16.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-60x19.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119-100x32.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-119.png 1504w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inactive Procore Vendors:<\/strong> Shows the current inactive Procore Vendors<\/li>\n\n\n\n<li><strong>Inactive <strong>Sage <\/strong>Vendors:<\/strong> Shows the current inactive Sage Vendors<\/li>\n\n\n\n<li><strong>Inactive <strong>Sage <\/strong>Customer<\/strong>: Shows the current inactive Sage Customers<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Cost Types:<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"179\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-120-1024x179.png\" alt=\"\" class=\"wp-image-4974\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-1024x179.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-300x52.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-768x134.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-50x9.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-60x10.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120-100x17.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-120.png 1511w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Cost Types has two options: <strong>General Settings<\/strong> and <strong>Cost Type Mapping<\/strong>.<\/p>\n\n\n\n<p><strong>General Settings<\/strong><\/p>\n\n\n\n<p><em>General Settings <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the list of Procore cost types in OneCore.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh all Procore Cost Types and <strong>Sage <\/strong>Cost Types: <\/strong>Update the <strong>Procore Cost Types, Sage Cost Types<\/strong> lists in OneCore.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Cost Type Link<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><strong>Sage Cost Types<\/strong>:<\/strong> Select the <strong>Sage<\/strong> Cost Types to link Procore&#8217;s Cost Types<\/li>\n<\/ul>\n\n\n\n<p>Click <strong>&#8216;Save <strong>Sage Cost Types<\/strong><\/strong> <strong>Item&#8217;<\/strong> once you have selected the class.<\/p>\n\n\n\n<p><strong>Cost Type Mapping<\/strong><\/p>\n\n\n\n<p><em>Cost Type Mapping <\/em>allows you to :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Map a Procore cost type to a <strong>Sage<\/strong> cost type.<\/li>\n\n\n\n<li>Delete the cost type mapping<\/li>\n\n\n\n<li>Auto Map by Code or Name.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"376\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-121-1024x376.png\" alt=\"\" class=\"wp-image-4980\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-1024x376.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-300x110.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-768x282.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121-100x37.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-121.png 1508w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pen Icon: <\/strong>Establish your mapping here.<\/li>\n\n\n\n<li><strong>Trash Icon<\/strong>: Delete your mapping<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Tax:<\/h3>\n\n\n\n<p>Tax has two options: <strong>General Settings<\/strong> and <strong>Tax Mapping<\/strong>.<\/p>\n\n\n\n<p><strong>General Settings<\/strong><\/p>\n\n\n\n<p><em>General Settings&nbsp;<\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the Tax Codes and Rates in OneCore<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"145\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-122-1024x145.png\" alt=\"\" class=\"wp-image-4981\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-1024x145.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-300x43.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-768x109.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-50x7.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-60x9.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122-100x14.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-122.png 1510w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refresh all Tax Codes and Rates: <\/strong>Update the <strong>Tax Codes and Rates<\/strong> lists in OneCore.<\/li>\n<\/ul>\n\n\n\n<p><strong>Tax Mapping:<\/strong><\/p>\n\n\n\n<p><em>Tax Mapping <\/em>allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Map the combination of Procore Tax Code and Cost Type to Sage Item to use for Procore Commitment and Reverse Direct Cost claims respectfully<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"874\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-123-1024x874.png\" alt=\"\" class=\"wp-image-4982\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-1024x874.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-300x256.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-768x656.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-50x43.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-60x51.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123-100x85.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-123.png 1493w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pen Icon<\/strong>: perform the mapping\n<ul class=\"wp-block-list\">\n<li><strong>Commitment: <\/strong>mapping used for Sage Item field population in <strong>Procore Commitment<\/strong><\/li>\n\n\n\n<li><strong>Reverse Direct Cost: <\/strong>mapping used for Sage Item field population in <strong>Reverse Direct Cost<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors &amp; Contacts. General Settings General Settings allows you to: Sage Vendor Mapping NOTE: One Procore vendor only can be mapped to either Sage Vendor or Sage Customer. Vendor mapping allows you to: Sage Customer Mapping (HCC)&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[128],"ht-kb-tag":[47,133],"class_list":["post-4819","ht_kb","type-ht_kb","status-publish","format-standard","hentry","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\/4819","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=4819"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4819\/revisions"}],"predecessor-version":[{"id":4987,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4819\/revisions\/4987"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4819"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4819"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}