Export a Vendor/Company to Spectrum
Objective
To export a vendor/company record in Procore to an integrated ERP system.
Background
If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
AND - The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Dexter & Chaney Connector. See Dexter + Chaney Connector: Setup Guide.
Steps
There are three steps you need to take to export a company record from Procore to Spectrum:
- Add a Company in the Project Directory of Add a Company in the Company Directory.
- Send a Procore Company to ERP Integrations for Accounting Acceptance
Note: If you need to make changes to a vendor/company reord before the data has been accepted by an accounting approver for export to Spectrum, see: - Accept or Reject a Vendor/Company for Export to Spectrum