Configure Advanced Settings: ERP Integrations

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 configure the settings for the ERP Integrations tool for your ERP integration. 

Things to Consider

 Important
Not all ERP integrations offer the same settings. Settings and requirements vary based on availabiility of options for your specific ERP integration. The information below contains general configuration settings options for all integrations. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Under General Settings do the following:
    • Default Project Template. Here you can select the default project template used when importing projects from your ERP system.
    • Default Subcontract Commitment Cost Type for Converted Bids. Subcontract Commitment's SOVs will default to this Cost Type when converted from a Bid.
    • Default Purchase Order Commitment Cost Type for Converted Bids. Purchase Order Commitment's SOVs will default to this Cost Type when converted from a Bid.
    • Use Procore Contract #. Mark this checkbox to automatically populate the ERP ID with the commitment's Contract #.
      Notes
      • You can edit this value. 
      • If you leave the checkbox blank, you will be required to enter the ERP ID before you can export the commitment.
    • Vendors will be Automatically Updated. Choose between these options:
      • Automatically Update Vendors when Refreshing the Vendor List. When a vendor is updated in your ERP system, the vendor data will also be refreshed in Procore. 
        OR
      • Do Not Update Vendors. When a vendor is updated in your ERP system, the vendor data will NOT be refreshed in Procore. 
    • ERP Service Account. This is the service account used to connect with your ERP system. Please do not edit this field.
  4. Export Settings are also available when configuring advanced settings for ERP.
    • Override Subcontractor Invoice Number
      Note: This setting is disabled by default.
      • You can choose to enable this setting to ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system.
      • A new number will be created using a fixed format that includes the commitment number and the application number.
        Example: The first requisition on commitment SC001 would have its invoice number updated to SC001-01 when this setting is enabled. 
    • Direct Export settings.
  5. Click Update.

See Also