Unlink a Company Synced with 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?

Background

When company records are synced between Procore and your ERP integration, a connection is created between the two records to allow updates you make to sync between the two systems. Unlinking a company removes the connection between two systems. You will no longer be able to sync updates between the systems unless they are linked again.

Things to Consider

  • Required User Permissions:

    • 'Standard' permission or higher on the company's ERP Integrations tool

  • Prerequisites:

    • At least one (1) company record must be linked between systems.

Steps

  1. Navigate to the company's ERP Integrations tool.

  2. Click Companies.

  3. Under Filters, click Synced.

  4. Locate the company record to unlink.

  5. Click Unlink.

See Also

Loading related articles...