Add an ERP Job to Procore

Importing an ERP job into Procore establishes a secure connection to share essential financial data automatically between your project management and accounting systems. This process eliminates manual data duplication by pulling the job profile directly into Procore to create a new project structure. Maintaining this synchronized link ensures that field operations and accounting teams reference identical project financial data throughout the construction lifecycle.

• Required User Permissions on the ERP Integrations tool.

• Additional Information:

  • The Ready to Import list summarizes jobs by Project Name.

  • If you have a long list of projects, use the advanced search and filter options.

  • The name of the job in your ERP system is used as the Procore project name.

1. Navigate to the ERP Integrations tool.

2. Click the Jobs tab.

3. Under the Filters menu, click Ready to Import.

4. Locate the job that needs to be imported to Procore.

5. Under 'Import Method', select Add Project.

6. To apply a template to your new project, go to 'Project Criteria' and select the desired project template.

   • If the project template does not appear in the list, please verify the following:

     • The project has been marked as a template.

     • The 'Allow Project to be synced with ERP' checkbox must be checked in the Project Admin tool under ERP Integration Settings.

7. Click + Add to Procore.

8. After the sync is complete, click the Synced tab in the 'Filters' menu to view the newly created Procore project.