ERP Integrations

The tables below highlights the required permissions to perform different tasks in the ERP Integrations tool. Tasks and permissions may vary, depending upon which ERP accounting system has been integrated to work with your company's Procore account. To learn more, see the appropriate integration below.

Sage 100 Contractor | Sage 300 CRE | Spectrum | QuickBooks | Viewpoint Vista

Sage 100 Contractor

To complete the following tasks for Procore + Sage 100 Contractor®, you will need these permissions on ERP Integrations tool.

Task	Read Only	Standard
Accept or Reject a Budget for Export to Sage 100 Contractor
Accept or Reject a CCO for Export to Sage 100 Contractor
Accept or Reject a Commitment for Export to Sage 100
Accept a Reject a Company for Export to Sage 100
Accept or Reject a Project for Export to Sage 100
Add Sage 100 Standard Cost Codes to a Project
Add a Phase from Sage 100 to a Procore Project as a Sub Job		²
Add a Procore Project to Sage 100
Add a Sage 100 Job to Procore		²
Add a Sage 100 Vendor to Procore's Company Directory
Add 'Sub Job' Segment Items to a Procore Project
Archive a Sage 100 Vendor in Procore
Assign Default Cost Types to Cost Codes
Configure Cost Code Preferences for Sage 100
Configure the ERP Integration Settings
Configure the Vendor Type Import Settings for Sage 100
Create an hh² Service Account in Sage 100	³ Requires permission to create accounts in Sage 100 Contractor®
Create and Sync Vendors with Sage 100 Contractor
Delete a Commitment Synced with Sage 100 Contractor®
Delete a CCO Synced with Sage 100 Contractor®
Edit a Commitment Synced with Sage 100
Edit the Name of a Sub Job from Sage 100 in a Procore Project
Export a CCO to Sage 100
Export a Commitment to Sage 100
Export a Procore Budget to Sage 100
Export a Vendor/Company to Sage 100 Contractor
Import a Budget from Sage 100
Link a Sage 100 Contractor® Vendor to a Procore Company
Perform an On-Demand Sync with Sage 100
Re-import a Budget from Sage 100
Request to Enable ERP Integrations for Sage 100 Contractor
Restore an Archived Sage 100 Vendor in Procore
Retrieve a Budget from ERP Integrations Before Acceptance
Retrieve a CCO from ERP Integrations Before Acceptance
Retrieve a Commitment from ERP Integrations Before Acceptance
Retrieve a Company from ERP Integrations Before Acceptance
Retrieve a Project from ERP Integrations Before Acceptance
Search the ERP Integrations Tool
Sync Procore Projects with Sage 100 Jobs
Unlink CCOs Synced with Sage 100 Contractor®
Unlink Commitments Synced with Sage 100 Contractor®
Unlink a Synced Sage 100 Vendor
Update Project Cost Codes for Export to Sage 100
View a List of Synced Sub Jobs for Sage 100		²
View a Sage 100 Job Costs Report
View an Accountant Report for Sage 100
View the Archived Vendors List for Sage 100
View the Sync Schedule Page for Sage 100

¹An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?

² Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

³ This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.

Sage 300 CRE

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on ERP Integrations tool.

Task	Read Only	Standard	Admin
Accept or Reject a Budget for Export to Sage 300 CRE
Accept or Reject a Change Order for Export to Sage 300 CRE
Accept or Reject a Commitment for Export to Sage 300 CRE
Accept or Reject a Project for Export to Sage 300 CRE
Add a Procore Company into Sage 300 CRE
Add a Procore Project to Sage 300 CRE
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job		²
Add a Sage 300 CRE Job to Procore
Add a Sage 300 CRE Vendor to Procore's Company Directory
Add Sage 300 CRE Standard Cost Codes to a Procore Project
Archive a Sage 300 CRE Vendor in Procore
Assign Default Categories to Cost Codes
Configure Cost Code Preferences for Sage 300 CRE
Configure the ERP Integration Settings for Sage 300 CRE
Configure Sync Schedule for Sage 300 CRE
Configure the Vendor Type Import Settings for Sage 300 CRE
Consolidate and Link Sage 300 CRE Vendors to Procore Companies
Create an hh² Service Account in Sage 300 CRE	³ Requires permission to create accounts in Sage 300 CRE
Edit a Commitment Synced with Sage 300 CRE
Export a Budget to Sage 300 CRE
Export a Commitment to Sage 300 CRE
Export a Commitment Change Order to Sage 300 CRE
Import a Budget from Sage 300 CRE
Link Vendors in Sage 300 CRE to Matching Companies in Procore			⁴
Perform an On-Demand Sync with Sage 300 CRE
Re-import a Budget from Sage 300 CRE
Request to Enable ERP Integrations for Sage 300 CRE
Restore an Archived Sage 300 CRE Vendor in Procore
Retrieve a Budget from the ERP Integrations Tool
Retrieve a Commitment Change Order from the ERP Integrations Tool
Retrieve a Commitment from the ERP Integrations Tool
Retrieve a Project from the ERP Integrations Tool
Search the ERP Integrations Tool
Unlink Commitments Synced with Sage 300 CRE®
Unlink CCOs Synced with Sage 300 CRE®
Unlink a Sage 300 CRE® Vendor
Unarchive a Sage 300 CRE® Vendor
Update Project Cost Codes for Export to Sage 300 CRE®
View a Sage 300 CRE® Job Costs Report

¹An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?

² Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

³ This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.

⁴ Access permission to the Directory tool is not required to create a link.

Spectrum

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Viewpoint® Spectrum®.

Admin
Task	Standard	Admin	Procore point of contact
Enable the ERP Integrations Tool
Integration by Procore: Request to Enable ERP Integrations for Viewpoint® Spectrum®
Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum®
Budget
Task	Standard	Admin	Procore point of contact
Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Integration by Procore: Retrieve a Budget from ERP Integrations Before Acceptance
Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance
Commitments
Task	Standard	Admin	Procore point of contact
Delete a Commitment Synced with Spectrum
Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum®	¹
Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Integration by Procore: Retrieve a CCO from ERP Integrations Before Acceptance
Integration by Procore: Retrieve a Commitment from ERP Integrations Before Acceptance
Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance
Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance
Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance
Directory
Task	Standard	Admin
Integration by Procore: Consolidate Duplicate Vendors in the Company Directory
Integration by Procore: Create and Sync Vendors with Viewpoint® Spectrum®		²
Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance
Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor in ERP Integrations
Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance
ERP Integrations
Task	Standard	Admin	+ Accounting Approver
Integration by Procore: Accept or Reject a Budget for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a CCO for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a Commitment for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum®
Integration by Procore: Add a Viewpoint® Spectrum® Job to Procore
Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory
Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore
Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®
Integration by Procore: Configure Advanced Settings
Integration by Procore: Configure the Vendor Type Import Settings for Viewpoint® Spectrum®
Integration by Procore: Export a Budget to Viewpoint® Spectrum®
Integration by Procore: Export a CCO to Viewpoint® Spectrum®
Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company	^3,4	^3,4
Integration by Procore: Export a Commitment to Viewpoint® Spectrum®
Integration by Procore: Export a Vendor/Company to Viewpoint® Spectrum®
Integration by Procore: Refresh the Vendor List
Integration by Procore: View a Spectrum Job Costs Report
Integration by Procore: View an Accountant Report for Viewpoint® Spectrum®
Integration by Procore: View the Archived Vendors List for Viewpoint® Spectrum®

¹ Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.

² Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Project Permissions Template.

³ Also requires the 'Admin' level permission on the ERP Integrations tool.

⁴ Access permission to both the Company and Project Directory is not required to create a link.

QuickBooks

The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks.

Admin
Task	Standard	Admin	Procore point of contact
Configure Cost Code Preferences for QuickBooks
Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance
Delete Project Cost Codes from a Procore + QuickBooks® Project
Budget
Task	Standard	Admin	Procore point of contact
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Retrieve a Budget from ERP Integrations Before Acceptance
Send a Budget to ERP Integrations for Accounting Acceptance
Commitments
Task	Standard	Admin	Procore point of contact
Delete a Commitment Synced with QuickBooks
Edit a Commitment Synced with QuickBooks	⁵
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Resend a Rejected CCO to ERP for Accounting Acceptance
Retrieve a Commitment from ERP Integrations Before Acceptance
Retrieve a CCO from ERP Integrations Before Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance
Send a CCO to ERP Integrations for Accounting Acceptance
Directory
Task	Standard	Admin
Consolidate and Link QuickBooks Vendors to Procore Companies
Create and Sync Vendors with the QuickBooks Integration		⁴
Link a QuickBooks Vendor to a Procore Company
Retrieve a Company from ERP Integrations Before Acceptance		⁴
Resend a Rejected Company to ERP Integrations for Accounting Acceptance
Send a Procore Company to ERP Integrations for Accounting Acceptance
Portfolio
Task	Standard	Admin	Procore point of contact
Add a New Procore Project into QuickBooks	¹
Reports
Task	Standard	Admin	Procore point of contact
View a QuickBooks Job Cost Report	²
ERP Integrations
Task	Standard	Admin	+ Accounting Approver
Accept or Reject a Budget for Export to QuickBooks
Accept or Reject a Commitment for Export to QuickBooks
Accept or Reject a CCO for Export to QuickBooks
Accept or Reject a Procore Company for Export to QuickBooks
Export a Budget to QuickBooks
Export a Commitment to QuickBooks
Export a CCO to QuickBooks
Export a Vendor/Company to QuickBooks
Unlink CCOs Synced with QuickBooks®		³

¹ Also requires the 'Can Push to Accounting' privilege.

² The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access.

³ Also requires 'Admin' level permission on the Commitments tool.

⁴ Also requires the 'Admin' level permission on the ERP Integrations tool.

⁵ Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.

Viewpoint Vista

Task	Read Only	Standard	Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore		²
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project
Integration by Ryvit: Archive a Company Record in Procore
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies			⁴
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™
Integration by Ryvit: Restore an Archived Procore Company
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance
Integration by Ryvit: Search the ERP Integrations Tool
Integration by Ryvit: Setup the Ryvit Service to Connect Procore to Viewpoint® Vista™	³ Requires permission to create accounts in Integration by Ryvit
Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™

¹An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?

² Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

³ This task is performed in Viewpoint ^® Vista™ and requires the user to have permission to create accounts.

⁴ This task also requires 'Admin' level permission to the Company Directory.