To configure the vendor type import settings for the company's ERP Integrations tool.
A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Sage 300 CRE vendor types to import into Procore.
Things to Consider
Required User Permission: 'Admin' level permission to the ERP Integrations tool.
Navigate to the company's ERP Integrations tool.
Click the Configure ERP Integrations Settings link in the right pane.
Click the Vendor Type Import Settings link in the right pane.
This reveals a list of vendor types from your Sage 300 CRE system.
Mark the checkboxes that correspond to the desired Vendor Types.
(Note: Vendor Types are created in Sage 300 CRE to give accountants the ability to classify your vendor information in a way that is meaningful to your business. In addition, when a checkbox is grayed out and unavailable, the import filter cannot be cleared because the Sage 300 CRE data has already been synced with Procore).
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.