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. 
• 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:

1. Add a Company in the Project Directory of Add a Company in the Company Directory. 
2. 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:
   • Retrieve a Company from ERP Integrations Before Acceptance
   • Resend a Rejected Company to ERP Integrations for Accounting Acceptance
3. Accept or Reject a Vendor/Company for Export to Spectrum 

See Also

• Are accounting approvers notified when there are ERP items awaiting acceptance in the ERP Integrations tool?