Skip to main content
Procore

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 Viewpoint® Vista™ Integration by Ryvit, you must send the data to the ERP Integrations tool for acceptance by an accounting approver. After acceptance, the project data is exported to Viewpoint® Vista™ Integration by Ryvit. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
  • Prerequisites:
  • Troubleshooting:
    • If the Send to ERP button is not visible or available, check to see if you have configured the project's cost codes. You must have at least one (1) cost code set up on the project before you can send it to the ERP Integrations 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

    project-admin-erp-button.png

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

See Also

The Viewpoint® Vista™ Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.