ERP Integrations - FAQ
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- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- Are pending commitments automatically synced with integrated ERP systems?
- Can I change the selected vendor type after a company has been synced?
- Can I customise the numbering system for financial objects in Procore?
- Can I delete a Sage 300 CRE cost code, cost type or vendor from Procore?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I export Procore budget modifications to an integrated ERP system?
- Do I need to create a dedicated user account in Sage 300 CRE for the hh2 synchronization client?
- Does the hh2 synchronization process for Sage 100 Contractor require a Terminal Server?
- Does the hh2 synchronization process for Sage 300 CRE require a Terminal Server?
- How Do I Resolve the "There was an error adding, modifying or deleting XXXXXX-XXXXXXXXXXX because it is already in use." Error when Exporting to ERP
- How can I tell if a Procore project is synced with an integrated ERP system?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I add a new Sage 300 CRE cost code or cost type?
- How do I export a project budget from Procore to Sage 300 CRE?
- How do I export cost forecast data from a Procore budget to CMiC
- How do I export cost forecast data from a Procore budget to ERP
- How do I resolve a "The Import operation took longer than the set timeout" error when exporting to ERP?
- How do I resolve the "A commitment with code already exists" Error when Exporting to ERP
- 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 ERP?
- How do I select which Viewpoint® Spectrum® jobs appear in the Select a Job Template list of the ERP Integrations tool?
- How do I set up the subcontractor progress claims and payments feature for Procore + QuickBooks?
- How does hh2 connect to the Sage 300 CRE server?
- How does the Integration by Ryvit connect Procore with Viewpoint® Vista™?
- How does the hh2 synchronization client connect Procore to Sage 100 Contractor?
- How does the hh2 synchronization client transmit data?
- How often can I sync data between Procore and Viewpoint® Spectrum®?
- How often can I sync data between Sage 100 Contractor and Procore?
- How often can I sync data between Sage 300 CRE and Procore?
- How often can I sync data using the Integration by Ryvit?
- What are 'cost types' and how does our ERP integration support them?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What data is synced between Procore and Sage 100 Contractor?
- What data is synced between Sage 300 CRE® and Procore?
- What data is synced with the Integration by Ryvit connector?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do the ERP icons mean?
- What happens if I have duplicate company records in Procore's Company Directory?
- What is the accounting approver role?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a commitment's 'Title'?
- What's the difference between a job, a parent job and a sub job?
- Which budget views should I add to my Procore projects?
- Which cost code formats are supported by my ERP Integration?
- Which head contract and HCV fields are synced with Procore and Viewpoint Spectrum?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Which integrated ERP systems support the 'Sub Job' concept?
- Which integrated ERP systems support the 'cost type' concept?
- Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
- Who receives a notification when an item is rejected from ERP?
- Why are my variation line items duplicated on my subcontractor progress claim?
- Why are recent changes to my Sage database missing in Procore?
- Why can't I create WBS custom segments?
- Why can't I create or activate Procore projects?
- Why can't I see the Accept/Reject options in the ERP Integrations tool?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- Why do I see an error when trying to export data to Sage 300 CRE?
- Why is my Procore project missing from the ERP Integrations tool?
- Why is my Sage 300 CRE data not syncing?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?