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Create Standard Cost Codes in Procore and Sync to your ERP System

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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 create ERP Standard Cost Codes in Procore and export them to an integrated ERP system. 

Background

When using some ERP integrations, you can create Standard Cost Codes in Procore. Then after the codes are created, an 'Admin' can the send those codes to the Company Level ERP Integrations tool. After that, an accounting approver must accept those changes for the cost codes to be exported to your ERP system.

Things to Consider

  • Required User Permissions:
    • To perform the first two (2) steps below, 'Admin' on the Company Level Admin tool.
    • To perform the third step below, 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
      • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
 Important
Not all ERP integrations support the creation of cost codes in Procore. To learn how cost codes work with your ERP integration, see Things to Know about your ERP Integration.