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Send a Procore Project to ERP Integrations for Accounting Acceptance

Objective

To send a project in Procore to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.

Background

When you add a new Procore project to Sage 300 CRE, you must send the data to the ERP Integrations tool for accounting acceptance. After acceptance, the project data is exported to Sage 300 CRE. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.

Steps

  1. Navigate to the project's Admin tool.
    This reveals the Admin page. 
  2. Under Project Settings, click General


     
  3. Click Send to ERP.
    Note: If you have previously synced the project, the button's label will read Re-send to ERP



    This sends to project to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.
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