Export a Commitment to ERP
Objective
To export a commitment created in Procore to your integrated ERP system.
Background
If you want to export commitments to your ERP system, you first need to create them in your Procore project.
After a commitment is placed in the 'Approved' status, an accounting approver can export it to your ERP system, if that function is supported by your ERP integration.
Things to Consider
- Required User Permissions:
- Prerequisites, limitations and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.
Steps
To export a commitment from Procore to your ERP system, complete these tasks: