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Send a Procore Company to ERP Integrations for Accounting Acceptance


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.


To send a company record from Procore's Project level Directory tool to your company's ERP Integrations tool for an accounting approvers acceptance for export to an integrated ERP system.


If you have a company record in Procore that does not exist in your integrated ERP system, you can export it. First, send the company record in Procore's Project level Directory tool to the ERP Integrations too. After the data is successfully sent to the ERP Integrations tool, it can then be accepted or rejected for export to your ERP by your company's accounting approver. 

Things to Consider


  1. Navigate to the Project level Directory tool.
  2. Click Companies.
  3. Click Edit next to the company you want to export.
  4. Review the record.
  5. Click Send to ERP.

     The system sends the company record to the ERP Integrations tool for acceptance. Once accepted by an accounting approver, the system exports the company from Procore and then adds it as a company record in your integrated ERP system.