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Procore

Export a Direct Cost to ERP

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Background

Using the company-level Direct Costs tool, you can export a direct cost transaction from Procore to your Integrated ERP System.

If your company's Procore account is integrated with an ERP system that supports this feature, you can export direct cost transactions from Procore to your ERP. Once exported, the direct cost transactions can be viewed in the 'Synced' list under the Direct Costs tab of the ERP Integrations tool.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the company's Direct Costs tool.

    • 'Standard' or 'Admin' level permissions on the company's ERP Integrations tool.

  • Requirements:

    • Reach out to your Procore point of contact to:

      • Enable the company level Direct Costs tool.

      • Enable Direct Cost Export for the integration.

  • Supported ERP Integrations:

    • You can export direct cost transactions from Procore to the following ERP systems:

      • CMiC

      • QuickBooks® Desktop

      • QuickBooks® Online

      • Sage 100 Contractor®

      • Sage 300 CRE®

      • Sage Intacct®

      • Trimble® Vista

      • Workday®

Prerequisites

  1. Upload a Direct Cost

  2. Edit a Direct Cost (optional)

  3. Submit a Direct Cost for Review OR Review and Approve Direct Costs

  4. Approve/Request Revision for a Direct Cost

Steps

  1. Navigate to the Company level Direct Costs tool.

  2. From the Direct Costs tab, select the checkbox next to the approved direct cost(s) you want to export.

  3. Click the Send to ERP button.

  4. Navigate to the ERP Integrations tool to verify the sync:

    • Check the 'Synced' filter of the Direct Costs tab to confirm the transaction has successfully exported without requiring a second manual export.

    • If there is an issue or mapping error preventing the sync, locate and resolve the transaction under the Failed to Export filter.

See Also