ERP Integrations (Company Level)
The Company level ERP Integrations tool gives your company the ability to seamlessly integrate its construction accounting data in a Enterprise Resource Planning (ERP) tool with Procore's project management tools. To learn more about configuring and using one of Procore's ERP connectors, click a link below:
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If your company has implemented the ERP Integrations tool, Procore can be configured to work with different third-party ERP systems. Click a link below to view the list of tutorials for your company's specific ERP integration.
The tables below highlights the required permissions to perform different tasks in the ERP Integrations tool. Tasks and permissions may vary, depending upon which ERP accounting system has been integrated to work with your company's Procore account. To learn more, see the appropriate integration below.
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Dexter + Chaney Spectrum.
|Task||Standard||Admin||Procore point of contact|
|Enable the ERP Integrations Tool|
|Request to Enable ERP Integrations for Spectrum|
|Create a Budget Line Item|
|Import a Budget (CSV)|
|Resend a Rejected Budget to ERP Integrations for Accounting Acceptance|
|Retrieve a Budget from ERP Integrations Before Acceptance|
|Send a Budget to ERP Integrations for Accounting Acceptance|
|Create a Commitment|
|Create a Commitment Change Order (CCO)|
|Create a CCO from a Change Event||1|
|Create a Subcontract|
|Create a Purchase Order|
|Edit a Commitment (Unsynced)|
|Edit a Commitment Synced With Spectrum|
|Request to Delete a Commitment Synced with Spectrum|
|Resend a Rejected CCO to ERP Integrations for Accounting Acceptance|
|Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance|
|Retrieve a CCO from ERP Integrations Before Acceptance|
|Retrieve a Commitment from ERP Integrations Before Acceptance|
|Retrieve a Company from ERP Integrations Before Acceptance|
|Send a CCO to ERP Integrations for Accounting Acceptance|
|Send a Commitment to ERP Integrations for Accounting Acceptance|
|Consolidate Duplicate Vendors in the Company Directory|
|Link a Spectrum Vendor to a Procore Company|
|Resend a Rejected Company to ERP Integrations for Accounting Acceptance|
|Restore an Archived Spectrum Vendor in ERP Integrations|
|Send a Procore Company to ERP Integrations for Accounting Acceptance|
|Task||Standard||Admin||+ Accounting Approver|
|Accept or Reject a Budget for Export to Spectrum|
|Accept or Reject a CCO for Export to Spectrum|
|Accept or Reject a Commitment for Export to Spectrum|
|Accept or Reject a Company for Export to Spectrum|
|Add a Spectrum Job to Procore|
|Add a Spectrum Vendor to the Company Directory|
|Archive a Spectrum Vendor in Procore|
|Configure Advanced Settings: ERP Integrations for Spectrum|
|Configure ERP Integrations Settings|
|Configure the Vendor Type Import Settings for Spectrum|
|Export a Budget to Spectrum|
|Export a CCO to Spectrum|
|Export a Commitment to Spectrum|
|Export a Vendor/Company to Spectrum|
|Refresh the Vendor List|
|View a Spectrum Job Costs Report|
|View an Accountant Report for Spectrum|
|View the Archived Vendors List for Spectrum|
1 Also requires 'Standard' level permission or higher on the Change Events tool.
The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
|Task||None||Read-only||Standard||Admin||Procore point of contact|
|Accept or Reject a Budget Integrated with QuickBooks||*|
|Accept or Reject a Change Order Sent to ERP||*|
|Accept or Reject a Commitment Sent to ERP||*|
|Accept or Reject a Project Sent to ERP||*|
|Add a New Procore Project into QuickBooks||†||†|
|Add a Procore Company into QuickBooks||*|
|Add Standard QuickBooks Cost Codes to a Project||§|
|Add a QuickBooks Job to Procore||*|
|Add a QuickBooks Vendor to the Company Directory||‡|
|Archive a QuickBooks Vendor in Procore||*|
|Configure Cost Code Preferences for QuickBooks||§|
|Configure the ERP Integration Settings|
|Configure the Sync Schedule for QuickBooks|
|Configure the Vendor Type Import Settings|
|Consolidate and Link Vendors to Companies|
|Consolidate Duplicates in the Company Directory||*|
|Export a Change Order from Procore to QuickBooks||*|
|Export a Commitment from Procore to QuickBooks||*|
|Install and Configure the QuickBooks Web Connector|
|Link a QuickBooks Vendor to a Procore Company||‡|
|Perform an On-Demand Sync|
|Re-send a Rejected Change Order to ERP||¶|
|Re-send a Rejected Commitment to ERP||¶|
|Refresh the Vendor List|
|Request to Enable ERP Integration for QuickBooks||\\|
|Restore an Archived QuickBooks Vendor|
|Retrieve a Budget from ERP||**|
|Retrieve a Change Order from ERP||¶|
|Retrieve a Commitment from ERP||¶|
|Retrieve a Project from ERP||§|
|Retrieve a QuickBooks Job from ERP||§|
|Send a Budget to ERP||**|
|Send a Change Order to ERP||¶|
|Send a Commitment to ERP||¶|
|Sync QuickBooks Data with Procore|
|Unlink a QuickBooks Vendor|
|View an Accountant Report|
|View the Archived Vendors List|
* The user also requires the 'Can Push to Accounting' privilege. To submit a request for this privilege, contact your Procore point of contact.
† The user also requires 'Admin' level permission to the company's Portfolio tool or 'Standard' level permission to the company's Portfolio tool and the 'Add New Project' privilege. To submit a request for this privilege, contact your Procore point of contact.
‡ The user requires 'Admin' level permission to the company's Directory tool.
§ The user requires 'Admin' level permission to the company's Admin tool.
¶ The user requires 'Admin' level permission to the Change Orders and Commitments tools.
\\ The user must be a Company Administrator to submit a request.
** The user requires 'Admin' level permission on the project's Budget tool.
|Accept or Reject a Budget for Export to Sage 300 CRE|
|Accept or Reject a Change Order for Export to Sage 300 CRE|
|Accept or Reject a Commitment for Export to Sage 300 CRE|
|Accept or Reject a Project for Export to Sage 300 CRE|
|Add a Procore Company into Sage 300 CRE|
|Add a Procore Project to Sage 300 CRE|
|Add a Sage 300 CRE Extra to a Procore Project as a Sub Job||2|
|Add a Sage 300 CRE Job to Procore|
|Add a Sage 300 CRE Vendor to Procore's Company Directory|
|Add Sage 300 CRE Standard Cost Codes to a Procore Project|
|Archive a Sage 300 CRE Vendor in Procore|
|Assign Default Categories to Cost Codes|
|Configure Cost Code Preferences for Sage 300 CRE|
|Configure the ERP Integration Settings for Sage 300 CRE|
|Configure Sync Schedule for Sage 300 CRE|
|Configure the Vendor Type Import Settings for Sage 300 CRE|
|Consolidate and Link Sage 300 CRE Vendors to Procore Companies|
|Create an hh2 Service Account in Sage 300 CRE||3 Requires permission to create accounts in Sage 300 CRE|
|Edit a Commitment Synced with Sage 300 CRE|
|Export a Budget to Sage 300 CRE|
|Export a Commitment to Sage 300 CRE|
|Export a Commitment Change Order to Sage 300 CRE|
|Import a Budget from Sage 300 CRE|
|Link a Sage Vendor to a Procore Company|
|Perform an On-Demand Sync with Sage 300 CRE|
|Re-import a Budget from Sage 300 CRE|
|Request to Enable ERP Integrations for Sage 300 CRE|
|Restore an Archived Sage 300 CRE Vendor in Procore|
|Retrieve a Budget from the ERP Integrations Tool|
|Retrieve a Commitment Change Order from the ERP Integrations Tool|
|Retrieve a Commitment from the ERP Integrations Tool|
|Retrieve a Project from the ERP Integrations Tool|
|Search the ERP Integrations Tool|
|Unlink a Sage 300 CRE Vendor|
|Unarchive a Sage 300 CRE Vendor|
|Update Project Cost Codes for Export to Sage 300 CRE|
|View a Sage 300 CRE Job Costs Report|
1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?
2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.
3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.
Below are the notable changes to the Company level ERP Integrations tool.
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated the ERP Job Cost tab in the ERP Integrations tool so that the Job drop-down list now sorts items alpha-numerically and any sub job will include the number in the display.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.
Updated the ERP Integrations tool so that now, if a Vendor is imported into a client's company account and that Vendor is not located within the same country as the client doing the import, the system will backfill the 'Country' value for the Vendor being imported. This gives Procore clients the ability to import vendor records for business entities that are located outside of their company's account's home country.
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