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Procore

Import a Main Contract into Procore from Workday®

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Objective

To import and sync data between a Main Contract in Workday® and Procore. A Main Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems.

Background

A Main Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems. Importing a Main Contract from Workday® creates a Main Contract in Procore, but does not create any financial information within that contract. Because the contract's financial data will export to Workday® as a single, summarised line item, you must create the bill of quantities for your contract within Procore. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Considerations:
    • A Main Contract is imported to Procore from Workday® in the Approved status.
  • Requirements
  • Prerequisites:
    • Create a Main Contract Shell on the project in Workday® as a Customer Contract. Approve the Customer Contract with at least one line dedicated to the Procore Main Contract. The line must have a Revenue Category of 'Contract Revenue' and of Line Type 'Value-Based Project' with a £0.00 amount.
    • The integration will pick up this customer contract line item and import that into Procore to create a synced £0.00 Main Contract.

Steps

  1. Navigate to the Company level ERP Integrations tool. 
  2. Click the Main Contracts tab. 
  3. Click the Ready to Import link in the right sidebar. 
  4. Locate the desired project's main contract in the Main Contracts Ready to be Imported list. 
  5. Click Add to Procore. 
    A message in GREEN text confirms when your main contract has been added to Procore. 
  6. Line items added to the contract BOQ in Procore will automatically sync to Workday® as a single, summarised line item.