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 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 In Procore, an Accounting Approver is an individual with the authority to accept and reject Procore data for export to an integrated ERP system. Accounting approvers can unlink several item types, such as commitments, commitment change orders, prime contract change orders, and subcontractor invoices, that have been synced between Procore and an integrated ERP system. See Which ERP Integrations are supported by Procore? can export it to your ERP system, if that function is supported by your ERP integration.
Required User Permissions:
To perform this action, a user must have all of the following permissions and privileges:
'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.
The user's permissions in the Company Directory must have the 'Can Export?' checkbox enabled for the Commitment item type under the ERP Permissions section.
To export a commitment from Procore to your ERP system, complete these tasks:
Loading related articles...