To enable ERP Integrations in your company's Procore account so users can create new projects and link them to your third-party ERP software (e.g. [Your ERP Software]).
Background
Procore's ERP Integrations option allows you to integrate your company's account with your third-party accounting/financial data, such as the [Your ERP Software] solution. This gives your company the ability to connect your Procore accounting and project management solution to your [Your ERP Software] system. To learn more about this option, call or email your Procore point of contact.
Things to Consider
Required User Permission:
Company level 'Admin' permission to Procore
Additional Information:
Procore's ERP Integrations option currently supports the [Your ERP Software] solution.
Your Procore point of contact must enable the ERP Integrations tool for your company.
Steps
Call or email your Procore point of contact to learn how to enable ERP Integrations for your company's Procore account.
Provide your Procore point of contact with a list users who should be granted permission to sync Procore data with your third-party ERP solution.
(Note: To push data from Procore to the [Your ERP Software] database, the user must have the 'Can Push to Accounting' privilege enabled on their user account by Procore. Contact your Procore point of contact for details.)
The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.
