Unlink a Synced Sage 300 CRE® Vendor

Objective

To sever the connection between vendor records synced in Procore and Sage 300 CRE®.

Background

When vendor records are synced between Procore and Sage 300 CRE®, a connection is created between the two records to ensure any updates you make are synchronized between the two systems. Unlinking a vendor severs a record's connection between two systems. You will no longer be able to sync updates between the systems unless they are linked again. 

Things to Consider

• Required User Permissions:
  • 'Standard' permission or higher on the company's ERP Integrations tool
• Prerequisites:
  • At least one (1) vendor record must be linked between systems. See Link a Sage 300 CRE® Vendor to a Procore Company.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Vendors.
3. Under Filters, click Synced.
4. Locate the company/vendor record to unlink.
5. Click Unlink.

See Also

• Link a Sage 300 CRE® Vendor to a Procore Company