Restore an Archived ERP Company for ERP Integrations

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 restore a inactive company record that was once synced with an integrated ERP system and is now archived in Procore's ERP Integrations tool.

Background

If you have archived a company record in Procore's ERP Integrations tool, you have the ability to restore it from the archive. Typically, you will only restore an archived company if you plan to actively use that company on a Procore project. After the restoration is complete, you must also link that company record to a Procore company record.

Things to Consider

  • Required User Permissions:

    • 'Standard' level permission or higher on the ERP Integrations tool.

  • Additional Information:

    • After you restored the archived company, you must link it to a Procore company.

  • Limitations, requirements, and considerations may apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.

Steps

  1. Navigate to the company's ERP Integrations tool.

  2. Click the Companies subtab.

  3. Under Filters, click Archived.

  4. Locate the desired company and click Unarchive.
    This restores the company to the ERP Integration tool's 'Ready to Import' list.

Next Steps