Export a Commitment to an Integrated ERP System
Export a Commitment to ERP
ERP DOCUMENTATION
Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Which ERP integrations are supported by Procore?
Objective
To export a commitment created in Procore to your integrated ERP system.
Background
If you want to export commitments to your ERP system, you first need to create them in your Procore project.
After a commitment is placed in the 'Approved' status, an accounting approver can export it to your ERP system, if that function is supported by your ERP integration.
Things to Consider
Required User Permissions:
You need both:
'Standard' or 'Admin' on the company's ERP Integrations tool.
The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.
Steps
To export a commitment from Procore to your ERP system, complete these tasks: