Export a Procore Company Record to ERP

Coming iconERP 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 export a company record from Procore's Company Directory tool to create a company record in your integrated ERP system.

Background

Some ERP integrations allow you to export the company records in the Company Directory to your ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND

    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

  • Requirements, considerations, and limitations will vary depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.

Steps

There are three steps you need to take to export a company record to your integrated ERP system:

  1. Add a Company in the Project Directory or Add a Company in the Company Directory.

  2. Send a Procore Company to the ERP Integrations tool for Accounting Acceptance
    Note: If you need to make changes to a company record before the data has been accepted by an accounting approver for export, see:

  3. Accept or Reject a Company for Export to ERP