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Procore

Export a Commitment to an Integrated ERP System

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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 commitment created in Procore to your integrated ERP system.

Background

If you want to export commitments to your ERP system, you first need to create them in your Procore project. 

After a commitment is placed in the 'Approved' status, an accounting approver can export it to your ERP system, if that function is supported by your ERP integration. 

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 a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

To export a commitment from Procore to your ERP system, complete these tasks:

  1. Send a Commitment to ERP Integrations for Accounting Acceptance
  2. Accept or Reject a Commitment for Export to ERP

See Also