ERP Integrations

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Which ERP Integrations are supported by Procore?

Action

None

Read Only

Standard

Admin

Notes

Accept or Reject Cost Codes for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject Owner Invoices for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject Subcontractor Invoices for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a Budget for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a CCO for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a Commitment for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a Company for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a PCCO for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a Project for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Accept or Reject a Sub Job for Export to ERP
Web

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  • Also requires Accounting Approver permissions

Add a Procore Project to your ERP System
Web

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Add an ERP Company to the Procore Company Directory
Web

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Add an ERP Job to Procore
Web

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Archive an ERP Company in Procore
Web

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Assign Default Cost Types To ERP Standard Cost Codes
Web

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Configure Advanced Settings: ERP Integrations
Web

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Configure the Sync Schedule for your ERP Integration
Web

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Enable or Disable ERP Direct Exports
Web

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Import a Budget from ERP
Web

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Import a Prime Contract from an Integrated ERP System into Procore
Web

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Import an ERP Sub Job to a Procore Project
Web

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Link ERP Companies to Procore Companies
Web

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Refresh the Companies List for ERP
Web

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Refresh the Cost Codes on an ERP Integrated Project
Web

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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance
Web

  • These actions do NOT require permissions to the ERP Integrations tool.

  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located.

Sync Job Cost Transactions from an Integrated ERP into Procore
Web

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Sync Paid Invoice Notifications from ERP into Procore
Web

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Unlink CCOs Synced with ERP
Web

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Unlink Commitments Synced with ERP
Web

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Unlink Owner Invoices Synced with ERP
Web

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Unlink PCCOs Synced with ERP
Web

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Unlink Subcontractor Invoices Synced with ERP
Web

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Unlink a Company Synced with ERP
Web

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View a List of Synced Sub Jobs
Web

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  • Requires additional tool permissions

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  • Requires additional tool permissions

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP
Web

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View an ERP Job Costs Report
Web

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  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level.

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND

    • 'Admin' level permission on the project's Budgets tool.
      OR

    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report
Web

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND

    • 'Admin' level permission on the project's Budgets tool
      OR

    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP
Web

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  • Also requires Accounting Approver permissions

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  • Also requires Accounting Approver permissions

Equipment
Inspections