Retrieve a Project from ERP Before Accounting Acceptance

After a user sends a Procore project to the ERP Integrations tool for accounting acceptance, the integrated project information (e.g., 'Project Name' and 'Address') is no longer editable. This is because accepted data must be synced with your third-party ERP system. However, if you send a project to ERP and then notice a mistake that needs to be corrected, you may have time to retrieve the project to make any necessary changes. You can retrieve data only if your project changes have not yet been accepted or rejected by an Accounting Approver.

• Required User Permissions on the Project Admin tool.

• Additional Information:

  • When a Procore project has been integrated with an ERP system a green ERP label appears next to the General Project Information page.

  • After your changes are complete, resend the project to the ERP Integrations tool to sync it with your accounting system.

• Send a Procore Project to ERP for Accounting Acceptance

1. Navigate to the Project Admin tool.

2. Under Project Settings, verify that General is selected.

3. Click Retrieve from ERP.