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:
You need both:
'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.
Prerequisites:
The Prime Contracts and Change Orders tools must be enabled on the project(s) that you want to sync.
Requirements:
There must be a Prime Contract synced between the Procore Project and your ERP system.
The 'Date Created' field on the PCCO is required.
The PCCO must be in the 'Approved' status.
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