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?
Required User Permissions:
'Admin' level permissions on the company's ERP Integrations tool.
Not all ERP integrations offer the same settings. Settings and requirements vary based on the availability of options for your specific ERP integration. The information below contains general configuration settings options for all integrations. See Which ERP Integrations are supported by Procore? for details.
Navigate to the company's ERP Integrations tool.
Click Configure Settings 
.
Under General Settings do the following:
Default Project Template. Here you can select the default project template used when importing projects from your ERP system.
Default Subcontract Commitment Cost Type for Converted Bids. Subcontract Commitment's SOVs will default to this Cost Type when converted from a Bid.
Default Purchase Order Commitment Cost Type for Converted Bids. Purchase Order Commitment's SOVs will default to this Cost Type when converted from a Bid.
Use Procore Contract #. Mark this checkbox to automatically populate the ERP ID with the commitment's Contract #.
Notes:
You can edit this value.
If you leave the checkbox blank, you will be required to enter the ERP ID before you can export the commitment.
Vendors will be Automatically Updated. Choose between these options:
Automatically Update Vendors when Refreshing the Vendor List. When a vendor is updated in your ERP system, the vendor data will also be refreshed in Procore.
OR
Do Not Update Vendors. When a vendor is updated in your ERP system, the vendor data will NOT be refreshed in Procore.
ERP Service Account. This is the service account used to connect with your ERP system. You must not edit this field.
Export Settings are also available when configuring advanced settings for ERP.
Override Subcontractor Invoice Number
Note: This setting is disabled by default.
You can choose to enable this setting to ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system.
A new number will be created using a fixed format that includes the commitment number and the application number.
Example: The first requisition on commitment SC001 would have its invoice number updated to SC001-01 when this setting is enabled.
Direct Export settings.
See Enable or Disable ERP Direct Exports to learn more.
Click Update.
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