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About 17 results
  • CMiC: Setup Guide
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/cmic/setup-guide
    Step-by-step instructions for setting up Procore's CMiC Connector.
  • ERP Integrations
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations
    This is the landing page for support articles about the Company level ERP Integrations tool. It contains links to tutorials, faqs and other support documentation related to ERP Integrations.
  • About the Project Financials + NetSuite® Connector
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/netsuite/about
    This page provides an overview of the Project Financials + NetSuite® connector.
  • Enable or Disable ERP Direct Exports
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/enable-or-disable-erp-direct-exports
    Enable or disable the feature that allows Commitments, Commitment Change Orders (CCOs), and Invoices to sync to ERP without approval by an Accounting Approver.
  • NetSuite® Connector: Setup Guide
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/netsuite/setup-guide
    Step-by-step instructions for setting up Procore's Sage Intacct® Connector.
  • Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
    https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-the-erp-direct-costs-column-to-a-procore-budget-view-for-erp-integrations
    How to add ERP Direct Costs column to a Procore Budget View for ERP Integrations
  • Who receives a notification when an item is rejected from ERP?
    https://en-ca.support.procore.com/faq/who-receives-a-notification-when-an-item-is-rejected-from-erp
    Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a t...Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a type of item is not supported by your ERP integration, you will not have the option to send it to the ERP tool for accounting acceptance. The user who sent the Job to ERP receives a notification. The user who sent the Sub Job to ERP receives a notification.
  • How can I tell if a Procore project is synced with an integrated ERP system?
    https://en-ca.support.procore.com/faq/how-can-i-tell-if-a-procore-project-is-synced-with-an-integrated-erp-system
    Explains how to verify that the Procore project is synced with the ERP integration
  • Assign Default Cost Types To Cost Codes
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/assign-default-cost-types-to-cost-codes
    How to assign cost types to individual cost codes on your integrated ERP system's 'Standard Cost Code List.'
  • Edit the Name of a Sub Job in a Procore Project
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/edit-the-name-of-a-sub-job-in-a-procore-project
    How to change the name of a 'Sub Job' in a Procore project to match the name of a sub job in your ERP system.
  • Why is my Procore project missing from the ERP Integrations tool?
    https://en-ca.support.procore.com/faq/why-is-my-procore-project-missing-from-the-erp-integrations-tool
    If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.