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Procore

workflows

Job Setup


Create a Job in
Yardi

Create a Job in...


Add a Yardi Project to Procore
Add a Yardi Project to...


START
START


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
PROCORE PROJECT SYNCED WITH YARDI JOB
PROCORE PROJECT SYNC...

Create and Export Commitments


Create a Subcontract
Create a Subcontract
Create a
Purchase Order

Create a...


Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...


START
START


END
END
COMMITMENT EXPORTED TO Yardi
COMMITMENT EXP...
LEGEND
LEGEND
Optional Step
Optional Step


Accept the commitment
for export?
Accept the commitment...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE

Create and Export CCOs


Create a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to
ERP Integrations
for Acceptance

Send a CCO to...


START
START


END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance

Resend a...


Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool

Create and Sync Vendors

 

Create a Vendor in Yardi
Create a Vendor in Yar...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Does the matching company record already exist in Procore?
Does the matching company record...

 

Add a Yardi Vendor to Procore's Company Directory
Add a Yardi Vendor to P...

 

Link Vendors in Yardi to Matching Companies in Procore
Link Vendors in Yardi to...

Export Subcontractor Invoices



START
START


Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step


Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver


Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...
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Create Standard Cost Codes in Procore and Sync to Yardi



How do I sync standard cost codes in Procore to Yardi?
How do I sync standard cost codes in Pr...



Send Unsynced Yardi Standard Cost Code to ERP Integrations for Accounting Acceptance
Send Unsynced Yardi Standa...
Add Yardi Standard Cost Codes to the Company Level Admin Tool 
Add Yardi Standard Cost Cod...


Accept or Reject Cost Codes for Export to Yardi
Accept or Reject Cost...


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END
START
START