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?
If you have a company in an In Procore, the term integrated ERP System, is used to refer to Enterprise Resource Planning (ERP) software applications that can be configured to exchange data between Procore and a supported application using the Company level ERP Integrations tool. See Which ERP integrations are supported by Procore? that will no longer be used on future Procore projects and the company has been added to Procore's Company Directory, it is recommended that you archive it. This ensures that the company record will no longer be used within Procore. When you archive a company, the company will no longer display in the 'Companies Only in Procore' list on the Companies tab of the ERP Integrations tool.
Archiving a company record in Procore will NOT affect the company record in the integrated ERP system.
Required User Permission:
'Standard' or 'Admin' level permission on the ERP Integrations tool.
Additional Information:
You can only archive a company that is not linked to a company in Procore. See Unlink an ERP Company.
If a company is marked as 'Inactive' in your ERP system, you can view it. See View the ERP Archived Companies List.
Navigate to the company's ERP Integrations tool.
This reveals the Integrations page.
Click the Companies subtab.
In the 'Companies Only In your ERP Integration' area, click the red 'x' icon to archive the company.
This moves the selected record to the 'Archived Companies' list (Note: Because company information is required for historical reference, deleting companies from Procore is NOT possible).
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