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Request to Import Custom Cost Types for Spectrum

IMPORTANT! In order to protect the integrity of your company’s data, Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. This restriction applies to all data modifications, including correcting typographical errors. If Procore determines that errors are present in the Procore Import Template that you submit, it will be returned to you for correction. Please note that the import process may take up to 72 hours to process.

 

Objective

To submit a request to import custom cost types for use with the Dexter + Chaney Spectrum integration.

Background

Effective June 8, 2017, company's that have configured the ERP Integrations tool to work with Dexter + Chaney Spectrum can now import custom cost types for use with the integration. Prior to this update, Procore company accounts were limited to only two (2) cost types: Purchase Orders (P) and Subcontracts (S). Now, your company's Procore Administrator can submit a request to add an unlimited number of cost types. At a minimum, each cost type that you want to add must define the following:

  • GL Account. Defines the General Ledger Account associated with the cost type.
  • Cost Type. Defines the cost type to which the GL Account belongs.

Things to Consider

  • Required User Permission:
    • To submit a request, you must be a Procore Administrator on your company's Procore account. 
  • Requirements:
    • Your request must include a completed cost type template. To learn more, see the Steps below. 
    • After completing the template, send your request by email to your company's Procore point of contact or to imports@procore.com.

Steps

  1. Ensure that you are a Procore Administrator on your company's Procore account. 
  2. Download the Import Cost Types for Procore + Spectrum template:
    import-spectrum-cost-types.xlsx
  3. Open the template. 
  4. Review the instructions in the template. 
  5. Complete the following data entry on the Add Data Here worksheet:
    1. GL Account. Defines the General Ledger Account associated with the cost type.
    2. Cost Type. Defines the cost type to which the GL Account belongs. This has a maximum character length of three (3) alphanumeric characters (e.g., In our sample below E=Equiment, L=Labor, M=Materials, and so on). 
      A sample of how to enter data in the template is below:


       
  6. Send the completed template as an attachment in your import request to your Procore Integration Specialist. 
    Important! Please include the text 'Request to Import Spectrum Cost Types' in the email's subject line.
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