Retrieve a Company from ERP Integrations Before Acceptance
Objective
To retrieve a company record from the ERP Integrations tool before it has been accepted for export to CMiC by an accounting approver.
Background
Things to Consider
Steps
- Navigate to the company's Directory tool.
- Click Companies.
Note: If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. To learn more, see What do the ERP icons mean? - Locate the desired company record in the list. Then click Edit.
- Click Retrieve from ERP.
This removes the record from the Ready to Export list in the company's ERP Integrations tool.