Add an ERP Job to Procore

Objective

To create a new project in Procore from an existing job in your ERP system. 

Background

If you first created a construction job in your ERP system, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information for the your ERP system. 

Things to Consider

• Required User Permissions:
  • 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
    • 'Admin' level permissions on the company's Directory tool.
      OR
    • The user must be granted the 'Create a New Project' privilege. See Allow Users to Create New Projects.
• Limitations and prerequisites 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 ERP Integrations tool.
2. Click the Jobs tab. 
3. Under Filter Jobs By, click Ready to Import.
   This reveals a list of all the your ERP system jobs that have not yet been imported to Procore. The Ready to Import list summarizes jobs by Project Name. 
4. Locate the job that needs to be imported to Procore.
   (Note: If you have a long list of projects, use the advanced search and filter options). 
5. If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template. 
6. Click Add to Procore.
   This syncs the data from the job in your ERP system with the Procore project.
7. After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
   Note: The name of the job in your ERP system is used as the Procore project name.

See Also

• Things to Know about your ERP Integration