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Configure Advanced Settings: ERP Integrations

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective

To configure the settings for the ERP Integrations tool for your ERP integration. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's ERP Integrations tool. 
 Important
Not all ERP integrations offer the same settings. Settings and requirements vary based on availabiility of options for your specific ERP integration. The information below contains all configuration settings options for all integrations. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Under General Settings do the following:
    • Default Project Template. Here you can select the default project template used when importing projects from your ERP system.
    • Default Subcontract Commitment Cost Type for Converted Tenders. Subcontract Commitment's BOQs will default to this Cost Type when converted from a Tender.
    • Default Purchase Order Commitment Cost Type for Converted Tenders. Purchase Order Commitment's BOQs will default to this Cost Type when converted from a Tender.
    • Use Procore Contract #. Mark this tickbox to automatically populate the ERP ID with the commitment's Contract #.
      Notes: 
      • You can edit this value. 
      • If you leave the tickbox blank, you will be required to enter the ERP ID before you can export the commitment.
    • Vendors will be Automatically Updated. Choose between these options:
      • Automatically Update Vendors when Refreshing the Vendor List. When a vendor is updated in your ERP system, the vendor data will also be refreshed in Procore. 
        OR
      • Do Not Update Vendors. When a vendor is updated in your ERP system, the vendor data will NOT be refreshed in Procore. 
    • ERP Service Account. This is the service account used to connect with your ERP system. Please do not edit this field.
  4. Export Settings are also available when configuring advanced settings for ERP. See Enable or Disable ERP Direct Exports to learn more.
  5. Click Update.

See Also