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Procore

View the Archived Companies List for 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To view a list of inactive companies in your integrated ERP system that have been archived in Procore.

Background

If you have inactive companies in your integrated ERP system that have also been archived in Procore, you can view them in the ERP Integrations tool using the steps below.

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 request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Limitations:
    • ERP companies can only be archived when they are not linked to a company in Procore. 
    • Not all ERP integrations sync company records. For more details about your specific ERP integration, see Things to Know about your ERP Integration.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Companies subtab.
  3. In the 'Filters' menu on the right, click Archived.
    This list reveals all of the companies from the integrated ERP system that have been archived in Procore.