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Add an ERP Company to the Procore Company Directory

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ERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

Objective

To add a company from your ERP system to your company's Directory tool as a new company entry. 

Background

Companies that exist in your ERP system can be added to the Procore Directory tool using the steps below. This process takes the company data from your ERP system and automatically creates a new company record in your company's Directory tool. It also creates a link between the two records.

Important! Before using these steps to add a company, always check your company's Directory tool to ensure a matching record doesn't already exist. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Companies subtab. 
  3. In the 'Filters' menu, click Ready to Import link. 
  4. Review the list in the 'Company Only in ERP' page. 
  5. For each company in the list, check to see if there is a matching company record in Procore's Company Directory. Then choose from these options:

  6. Repeat the previous step for every company in the list.