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Export a Vendor/Company to Spectrum


To export a vendor/company record in Procore to Spectrum.


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.
    • 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 Spectrum. See Spectrum Connector: Setup Guide.


There are three (3) 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 record before the data has been accepted by an accounting approver for export to Spectrum, see:
  3. Accept or Reject a Vendor/Company for Export to Spectrum 

See Also

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