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

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. 

Steps

Complete the steps in each of these pages in the order listed below:

1. Add ERP Standard Cost Codes to the Company Level Admin Tool
2. Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
3. Accept or Reject Cost Codes for Export to ERP

See Also

• Things to Know about your ERP Integration