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Procore

Send a Procore Company to ERP Integrations for Accounting Acceptance

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 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.

Background

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

Steps

  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.
    Notes:
  5. Click Send to ERP.

    send-to-erp.png
     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.