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Import a Prime Contract from an Integrated ERP System into Procore

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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 import a Prime Contract into Procore from an integrated ERP system.

Background

Some ERP integrations allow you to import a prime contract from your integrated ERP system into the Prime Contracts tool in a Procore project. After your contract is successfully imported, you can then continue to modify and update it in Procore. If someone in your organization changes the prime contract in your ERP system, you will need to manually sync and re-import your prime contract into Procore. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • The Prime Contracts tool must be active on the project in Procore.
    • Create a prime contract in your ERP system. Refer to your ERP system's documentation for instructions.
  • Additional Information:
    • If you update the Prime Contract in your ERP system after it is imported, you will need to re-import the contract to see those changes in Procore. See Re-import a Prime Contract into Procore from your Integrated ERP System.

Steps

  1. Navigate to the Company level ERP Integrations tool. 
  2. Click the Prime Contracts tab. 
  3. Click the Ready to Import option in the right sidebar. 
  4. Locate the desired project's prime contract in the ERP Prime Contracts Ready to be Imported list. 
  5. Click Add to Procore. 
    A message in GREEN text confirms when your prime contract has been added to Procore.