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Procore

Export Subcontractor Invoices from Procore 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 subcontractor invoices from a Procore project to your integrated ERP system.

Background

If you want to export your subcontractor invoices to your ERP system, you need to sync the Subcontract to your ERP system and create the Subcontract in your Procore project. 

After your subcontractor invoices are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them 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.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • 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. 

See Also