Tyler Munis - Procore
Import Tyler Munis purchase orders, invoices, payments, and attachments into Procore projects.
The Velosimo Tyler Munis → Procore connector brings purchase orders, invoices, payments, and invoice attachments from Tyler Munis into a Procore project. It runs as an embedded app inside Procore, so project teams can pull financial data from Munis without leaving the project.
What the connector does
When you run an import, Velosimo reads the purchase orders and invoices for a Munis project and creates the matching records in Procore:
| Tyler Munis | Procore |
|---|---|
| Purchase orders | Purchase order commitments |
| PO line items | Schedule of values line items |
| Invoices | Requisitions (invoices) |
| Invoice attachments (PDF) | Requisition attachments |
| Paid invoices | Payments issued (contract payments) |
| Vendors | Company directory / project directory entries |
Budget codes are assigned using a mapping profile that translates Munis account segments into Procore budget codes. If a mapped budget code is not yet on the Procore project, the setup wizard can add it for you.
Who does what
| Role | Responsibilities | Where |
|---|---|---|
| Connector administrator | Authorizes Procore and Tyler Munis, creates budget code mapping profiles, and chooses the department codes to import | Velosimo Connect Admin |
| Project administrator | Runs the one-time setup wizard for a Procore project and selects the vendors for the project | Velosimo Connector app in Procore |
| Project team (end user) | Loads purchase orders from Munis, chooses what to import, and runs the import | Velosimo Connector app in Procore |
Before you begin
- The Velosimo Connector app is installed on your Procore company account.
- Velosimo has set up your tenant and the connection to Tyler Munis.
- The Procore project number matches the Munis project code (recommended, so the connector can fill in the project code automatically).
- You know which Munis department codes and vendors belong to the project.
Contents
Administrator guides
- Authorizing Tyler Munis - Procore
- Configure: Budget Code Mapping Profiles
- Configure: Procore Project Setup
End user guide
Updated 13 minutes ago