ERP DMSA App Installation Guide

When you're working with Procore to implement an ERP integration, your implementation specialist might guide you to install a custom app in your company's Procore account that will create a DMSA through which the integration can manage the flow of data. Not all integration implementations will require this step.

• Required User Permissions:

  • 'Admin' level permissions on the company's Directory tool.

• Wait for your integration implementation specialist to direct you to take these steps.

1. Log in to your Procore account.

2. Select App Management from the Apps menu in the toolbar.
   
   

3. Choose Install Custom App from the Install App menu.
   
   

4. Enter the App Version ID for your ERP connector type according to the table below, then click Install.

5. A window will open to confirm the permissions the app requires to be installed successfully. These permissions have already been configured by Procore, and no modification is required. Click Install to continue.


6. You may be prompted to 'Add Permitted Projects'. If this window appears during your installation, click Skip.


7. Installation is complete.

• Reach out to your integration implementation specialist to let them know this action is complete.