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Procore

Retrieve a Company from ERP Integrations Before Acceptance

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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 retrieve a company record that was sent to the ERP Integrations tool before it has been accepted by an accounting approver for export to an integrated ERP system.

Background

After a company record in the Directory tool is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the record and you are NOT permitted to modify it in Procore, until it is either:

  • Accepted for export to the integrated ERP system by your company's designated accounting approver. 
    OR
  • Rejected by the accounting approver. 

However, if you recently sent a company to the ERP Integrations tool and realise you need to quickly correct some data, you can use the steps below to retrieve the company from the ERP Integrations tool. You can only perform these retrieval steps if the accounting approver has not yet approved the company for export.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Directory tool.
      AND/OR
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    • You can only retrieve a company that was sent to the company's ERP Integrations tool when it has not yet be accepted or rejected by an accounting approver. 
    • If you successfully retrieve a company from the ERP Integrations tool, it is placed into an editable state in the Directory tool.
  • Additional limitations, requirements, or considerations might apply 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's Directory tool.
  2. Click Companies.
    Note: If your company has enabled the ERP Integrations tool for use with an integrated ERP system, colour-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. To learn more, see What do the ERP icons mean?
  3. Click Edit next to the company record.
  4. Click Retrieve from ERP. 
    This removes the record from the Ready to Export list in the company's ERP Integrations tool.

See Also