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Procore

Export a Commitment to ERP

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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 export a commitment created in Procore to your integrated ERP system.

Background

If you want to export commitments to your ERP system, you first need to create them in your Procore project. 

After a commitment is placed in the 'Approved' status, an accounting approver can export it to your ERP system, if that function is supported by your ERP integration. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • 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

To export a commitment from Procore to your ERP system, complete these tasks:

  1. Send a Commitment to ERP Integrations for Accounting Acceptance
  2. Accept or Reject a Commitment for Export to ERP

See Also