To send a company record in Procore's Company Directory to the ERP Integrations tool so it can be exported to a third-party ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
If you have a vendor/company record in Procore that does not exist in your third-party ERP system, you can export the vendor/company record to your third-party ERP system. The first step in this process is to locate the vendor/company record in Procore's Company Directory. Next, send it to the ERP Integrations tool for acceptance by an accounting approver. Once accepted by the approver, the information is exported to the external ERP system (e.g., QuickBooks or Sage).