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Unlink a Synced Sage 300 CRE Vendor

Objective

To unlink a Sage 300 CRE vendor that is synced with a company record in Procore's Company Directory.

Background

If you accidentally linked a Sage 300 CRE vendor to the incorrect company profile in the company's Directory tool, you can easily unlink it so that you can link it to a different company instead. 

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors subtab. 
  3. Under the 'Filters' menu in the right pane, click the Synced link.
  4. Next to the desired vendor, click Unlink.
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Last modified
10:12, 10 Feb 2017

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