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Procore

Export Owner Invoices from Procore to ERP

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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 Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

Objective

To export owner invoices from a Procore project to your integrated ERP system.

Background

After your owner invoices are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration. 

Things to Consider

  • Required User Permissions:
  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details. 

See Also