Project Financials + Workday® Connector
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Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.
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Top FAQ (view all)
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- What is the accounting approver role?
- What do the ERP icons mean?
- What happens if I have duplicate company records in Procore's Company Directory?
- Can I customize the numbering system for financial objects in Procore?
Quick Links
- Workday® course on the Procore Learning Portal
- View this integration on Procore's App Marketplace
Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.
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- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Archive an ERP Company in Procore
- Configure Advanced Settings: ERP Integrations
- Configure Cost Code Preferences for ERP
- Consolidate Duplicate Companies in the Company Directory
- Delete a Commitment Synced with ERP
- Delete Project Cost Codes from an ERP Integrated Project
- Edit a Commitment Synced with ERP
- Edit Synced Direct Cost Transactions
- Enable or Disable ERP Direct Exports
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment to ERP
- Export Subcontractor Invoices from Procore to ERP
- Grant Accounting Approver Privileges
- Import a Prime Contract from an Integrated ERP System into Procore
- Import a Prime Contract into Procore from Workday®
- Link ERP Companies to Procore Companies
- Link ERP Projects to Existing Procore Projects
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project to ERP for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink or Reset PCCOs Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- View an Accountant Report for ERP
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report
- View the Archived Companies List for ERP
- What happens if I have duplicate company records in Procore's Company Directory?
- Can I customize the numbering system for financial objects in Procore?
- What is the accounting approver role?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- How can I tell if a Procore project is synced with an integrated ERP system?
- What do the ERP icons mean?
- Are pending commitments automatically synced with integrated ERP systems?
- Can I change the selected vendor type after a company has been synced?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why is my Procore project missing from the ERP Integrations tool?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Why are my change order line items duplicated on my subcontractor invoice?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
Action | None | Read Only | Standard | Admin | Notes |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Below are the notable changes to the Procore + Workday® integration.
Recent Changes
Unlink prime contract change orders synced with Workday® (10/21/2024)
ERP Admins can now ‘unlink’ PCCOs directly within the ERP tool without the need to contact support. See Unlink PCCOs Synced with ERP.
Enhanced export functionality for Workday® attachments (10/16/2024)
When Commitments, Commitment Change Orders, and Subcontractor Invoices are exported, any attachments added in Procore will now sync to Workday®. For Subcontract Invoices, the PDF export will be automatically synced as an attachment to Workday®. Reach out to your Procore point of contact to enable.
New! Export procore Projects to Workday® (01/05/2024)
You can now export projects from Procore directly to your integrated Workday® system. This feature is automatically available to customers with the Procore + Workday® Connector.
To learn more, see Send a Procore Project to ERP for Accounting Acceptance and Things to Know About Workday®.