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Procore

Export a Procore Company Record to ERP

NEW ERP DOCUMENTATION EXPERIENCE!

We've been busy building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for all Procore-built ERP integrations. 

Objective

To export a company record from Procore's Company Directory tool to create a company record in your integrated ERP system.

Background

Some ERP integrations allow you to export the company records in the Company Directory to your ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver

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.
  • Requirements, considerations, and limitations will vary depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.