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Re-import a Head Contract from an Integrated ERP System into Procore

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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 re-import a prime contract that was updated in your integrated ERP system into Procore.  

Background

Some ERP integrations allow you to import a head contract from your integrated ERP system into the Head Contracts tool in a Procore project. After your contract is successfully imported, you can then continue to modify and update it in Procore. If someone in your organisation changes the head contract in your ERP system, you will need to manually sync and re-import your head contract into Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool.
      AND
    • 'Admin' level permission on the Project level Head Contracts tool.
  • Prerequisites:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. 
    • The Head Contract that you want to sync with Procore has been updated in your integrated ERP system. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    You will not be able to re-import a Head Contract when:
    • The Head Contract is in an unapproved state. 
    • The Head Contract does not belong to a synced job.
    • The Head Contract has inadvertently been added to two projects in your company's Procore account. 
  • Not all integrations support the syncing of head contracts. Additional requirements, limitations, or considerations can vary depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the Company level ERP Integrations tool. 
  2. Click the Head Contracts tab. 
  3. Click the Synced option in the right sidebar. 
  4. Locate the desired project's budget in the ERP Prime Contracts Ready to be Imported list. 
  5. Click Re-Import. 
    Note: If this button is greyed out and unavailable, there is no updated information in the Head Contract to import.