Unlink a Company Synced with ERP
Objective
To unlink company records that are synced with your integrated ERP system.
Background
When company records are synced between Procore and your ERP integration, a connection is created between the two records to allow updates you make to sync between the two systems. Unlinking a company removes the connection between two systems. You will no longer be able to sync updates between the systems unless they are linked again.
Things to Consider
- Required User Permissions:
- 'Standard' permission or higher on the company's ERP Integrations tool
- Prerequisites:
- At least one (1) company record must be linked between systems.
- Additional prerequisites and considerations might apply to your ERP integration. Not all ERP integrations support company record syncing. See Things to Know about your ERP Integration for more information.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Companies.
- Under Filters, click Synced.
- Locate the company record to unlink.
- Click Unlink.