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Procore

Retrieve a Company from ERP Integrations Before Acceptance

Objective

To retrieve a company record from the ERP Integrations tool before it has been accepted for export to [Your ERP Integration] by an accounting approver. 

Background

Things to Consider

Steps

  1. Navigate to the company's Directory tool.
  2. Click Companies.
    Note: If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. To learn more, see What do the ERP icons mean?
  3. Locate the desired company record in the list. Then click Edit
  4. Click Retrieve from ERP
    This removes the record from the Ready to Export list in the company's ERP Integrations tool.

See Also