Add a Acumatica® Job to Procore

Objective

To create a new project in Procore from an existing Project in [Your ERP Integration].

Background

A 'Project' in [Your ERP Integration] is equivalent to a 'Project' in Procore. If you first created a project in [Your ERP Integration], you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant project information.

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Jobs subtab. 
  3. In the 'Filters' menu, click Ready to Import. 
    This reveals a list of all the unsynced jobs that exist in [Your ERP Integration] but have NOT be added as to your company's Procore account as projects. 

    filter-job-by-ready-to-import.png
     
  4. Review the Job information as follows:
    • [Your ERP Company Name] Job ID. Ensure that the Job ID in [Your ERP Integration] is accurately reflected here. This will become the 'Project ID/Number' in Procore. 
    • Project Name. Ensure the Project Name in [Your ERP Integration] is accurately reflected here. This will correspond to the 'Project Title' in Procore. 
    • Procore Project Template. If you want to apply an existing project template to the new Procore project, select a template from the list. If you do not want to apply a template, choose 'Do Not Apply A Template....'. Note: The selections in this list are created in the Portfolio tool. See Configure a Project Template
  5. For each project line item, accept or reject the project:
    • To accept the job and import as a new Procore project, click Add to Procore
    • To reject the job and prevent it from being imported into Procore as a new project, click the icon-inspections-fail.png icon.