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Procore

Export a PCCO to ERP

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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 export a Head Contract Change Order (PCCO) to your ERP system.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites:
    • The Head Contracts and Change Orders tools must be enabled on the project(s) that you want to sync. 
  • Requirements:
    • There must be a Head Contract synced between the Procore Project and your ERP system.
    • The 'Date Created' field on the PCCO is required.
    • The HCV must be in the 'Approved' status.
  • Not all ERP integrations support the sync of PCCOs or head contracts. Additional requirements, considerations, and limitations will vary depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.

See Also