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Procore

Send a Procore Company to ERP Integrations for Accounting Acceptance

 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.
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 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. The first step is to locate the company record in Procore's Project level Directory tool. Next, send the record to the ERP Integrations tool where it can then be accepted for export by an accounting approver. 

Things to Consider

Steps

  1. Navigate to the Project level Directory tool.
  2. Click the Companies tab.
  3. Click Edit next to the company.
    OR

    Beta  Click the company name.

  4. Review the record.
    Notes:
  5. Click +Send to ERP.

    send-to-erp.png
     

    Notes:

    • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, it's because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
    • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
    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 vendor record in your third-party ERP system (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.).

Next Steps