When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
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.
When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
How do I resolve the "This export cannot be completed because the number of line items in QuickBooks does not match up with the number in Procore." Error when Exporting to QuickBooks®
Answers a frequently asked question about what the rejected, synced and sent icons look like and represent when Procore is integrated with a third-party ERP system.
Enable or disable the feature that allows Commitments, Commitment Variations (CVs) and Payment applications to sync to ERP without approval by an Accounting Approver.
If you are an accounting approver or Procore user who has been granted permission to use your company's ERP Integrations tool and an item fails to export from Procore to your integrated ERP system, do...If you are an accounting approver or Procore user who has been granted permission to use your company's ERP Integrations tool and an item fails to export from Procore to your integrated ERP system, do the following: Navigate to the ERP Integrations tool. Click Failed to Export. Review the RED message in the Errors column. Review the item in its tool of origin and make any corrections or updates in the Commitments tool as needed. Resend the updated commitment to the ERP Integrations tool.
When you create a new company record in the Company or Project level Directory tool (see Add a Company to the Company Directory or Add a Company to the Project Directory), you need to take into consid...When you create a new company record in the Company or Project level Directory tool (see Add a Company to the Company Directory or Add a Company to the Project Directory), you need to take into consideration whether or not the data you enter into the 'Company Name' field might be affected by a maximum character limit.
The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initi...The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.
