View the Archived Companies List for ERP
Objective
To view a list of inactive companies in your integrated ERP system that have been archived in Procore.
Background
If you have inactive companies in your integrated ERP system that have also been archived in Procore, you can view them in the ERP Integrations tool using the steps below.
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.
Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore.
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
- Limitations:
- ERP companies can only be archived when they are not linked to a company in Procore.
- Not all ERP integrations sync company records. For more details about your specific ERP integration, see Things to Know about your ERP Integration.
Steps
- Navigate to the company's ERP Integrations tool.
- Click the Companies subtab.
- In the 'Filters' menu on the right, click Archived.
This list reveals all of the companies from the integrated ERP system that have been archived in Procore.