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Procore

Send a Procore Project to ERP for Accounting Acceptance

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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 send a Procore project to the ERP Integrations tool to be accepted for export to your integrated ERP system by an accounting approver. 

Background

To add a new Procore project to your ERP system, you first need to send the project to the ERP Integrations tool for accounting acceptance. After acceptance, the project is exported to to your ERP system. 

 Important
Each ERP integration provides different directions of data flow between Procore and the ERP system. Some integrations may not allow you to add a Procore project to the ERP system. Instead, they will require you to add a project from your ERP system to Procore. To learn more about how your ERP integration works, see Things to Know about your ERP Integration.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
  • Prerequisites:

Steps

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click General. 
  3. Click Send to ERP.
 Note
If you've previously synced the project, the button will read Re-send to ERP. You might need to re-send your project to ERP after sending it the first time to sync certain changes to the project's data.