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: Select the default template to use when importing projects from your ERP system.
Default Subcontract Commitment Cost Type for Converted Bids: Subcontract Commitment's SOVs 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 #: Select this checkbox to automatically populate the ERP ID with the commitment's Contract #.
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.
Automatically add new cost codes or cost code/cost type combinations to budgets: Select this checkbox to automatically add new cost code/cost type combinations to the budget when detected in your ERP.
When you sync an ERP-integrated project, Procore automatically adds any new cost code and cost type combinations to the budget as new line items.
Note for QuickBooks users: Because QuickBooks does not use cost types, this setting automatically syncs and adds new cost codes to the budget as individual line items.
Budget Status Requirements:
If the project budget is locked: Only items that have a Job to Date Cost will be imported as budgeted line items. Original Budget amounts will not be imported if the budget is locked.
If the project budget is unlocked: Only items that have a Job to Date Cost and/or an Original Estimate amount will be imported as budget line items.
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.
Enable this setting to prevent errors caused by exporting duplicate invoice numbers to your ERP system.
This setting automatically formats the new invoice number using the commitment and application numbers. For example, the first requisition on commitment SC001 becomes SC001-01.
Direct Export settings.
See Enable or Disable ERP Direct Exports to learn more.
Click Update.
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