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Dexter + Chaney Connector: Setup Guide

Overview

To set up and configure the ERP Integration tool, which integrates the financial data in Spectrum® Construction Software with the  construction projects in your company's Procore account. 

Preparation Phase​

To prepare for the integration, complete these steps: 

  1. Send a request to your Procore point of contact to discuss your company's specific requirements and goals:
  2. Your Procore point of contact will work with your company's Procore Administrator (and/or your company's Spectrum Administrator) to complete these tasks:
    • Configure the Dexter + Chaney Microservice.
    • Create a Procore user account for the Dexter + Chaney Microservice. 
    • Enable and configure the ERP Integrations tool for your company's Procore account.

Management Phase

See the Dexter + Chaney Connector: User Guide for a full list of tutorials and FAQs.

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Last modified
14:12, 9 Jun 2017

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