ERP Integrations Modernization Beta User Guide

Based on customer feedback, Procore is updating the underlying technology powering core tools, with the latest update applied to the ERP Integrations page. The page has been redeveloped to make navigation easier and usage more intuitive, while a modernized foundation enables faster page load times, quicker issue resolution, and more rapid delivery of future enhancements.

• Faster Performance & Modern UI: A left-sidebar navigation structure, updated table capabilities, and faster page responsiveness.

• Enhanced Navigation & Layout: Navigation tabs are now listed as main pages on the left sidebar, with subpages for status filters (Ready to Import, Ready to Export, Failed, Synced, Archived).

• Improved Customization: Customize tables by reordering, hiding, and pinning columns to fit your workflow.

• Dedicated Job Costs Page: View projects listed top-to-bottom with sync information and individual per-project sync capabilities.

• Updated Settings & Custom Field Mapping: The Standard Cost Code / Cost Type matrix now supports bulk editing (enable/disable cost types across entire divisions). Custom Field Mapping is also supported in the new experience as connector support rolls out.

• How to Access: Account administrators can opt in or opt out of the ERP Tool - Next Gen Experience beta program directly through Procore Explore (under Company Admin). The open beta covers all ERP connectors.

• How to Provide Feedback: Submit feedback directly via the Procore Explore program.

• Support: If you run into any unexpected errors that prevent you from completing your work, please Contact Support.

• Switching Views: If you need to switch back to the legacy view, your account administrator can opt out at any time via Procore Explore.

• Required Tool: Active access to the ERP Integrations tool.

• User Permissions:

  • Admin: Can toggle tool configurations, manage user permissions, and report beta performance data.

  • Standard / Read-Only: Can view items across the various pages in the tool. To reject or export items, users must also be assigned Accounting Approver permissions.

• Left Sidebar Navigation: Former top tabs are now organized top-to-bottom on the left. Filter criteria (Ready to Import, Failed, etc.) now sit as clean subpages under each main page.

  

• Customizable Data Grids: Easily pin, reorder, or hide table columns to tailor your default views.

• Job Costs Management: Access job costs on its own dedicated page with per-project sync buttons.

  

• Enhanced Settings: Perform bulk editing across cost code divisions in the matrix settings.

• Will this affect my saved data or active integrations?

  No. This update only improves how the tool looks and loads. All your synced data, mappings, logs, and connection settings remain completely safe and untouched.

• Can I switch back if I encounter an issue?

  Yes. If you experience any issues that block your work, reach out to your account admin to temporarily switch your view back to the previous version.

• Does this work on mobile devices?

  No. This phase focuses on the web browser experience on desktop and tablet devices.

• Web Only: This phase applies strictly to the web browser experience.