Import an ERP Sub Job to a Procore Project

​

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

If you have created an item in your ERP system that your ERP integration supports in Procore as a 'sub job', you can import it into your Procore project.

Before the sub job is added to your Procore project, it will appear in the 'Sub Jobs' tab of the company's ERP Integrations tool. An accounting approver can import the sub job to Procore using the steps below.

Things to Consider

Steps

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

  2. Click Sub Jobs.

  3. Under Filters, click Ready to Import.

  4. Locate the desired Sub Job, then click Add to Procore.

    add-erp-extra-to-project.png


    Note: You can then navigate to the project's Admin tool and the Sub Job information will display in the 'Sub Jobs' tab of the project.

See Also

Loading related articles...