Export a Procore Company Record to ERP

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.
    Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
• 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:
   • Retrieve a Company from ERP Integrations Before Acceptance
   • Resend a Rejected Company to ERP Integrations for Accounting Acceptance
3. Accept or Reject a Company for Export to ERP 

See Also

• Are accounting approvers notified when there are ERP items awaiting acceptance in the ERP Integrations tool?