Add a NetSuite® Vendor to Procore's Company Directory
Objective
To add a NetSuite® vendor as a new company in your Procore account's Company level Directory.
Background
If you cannot link a NetSuite® vendor to an existing company in your Procore directory, but you plan to use that NetSuite® vendor in future construction jobs managed in Procore, you can create a new company entry for that vendor in your Procore account's Company level directory.
To learn more about the recommended way of consolidating your NetSuite® vendors with your Procore Company level directory, see Consolidate and Link Vendors/Companies.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the company's Directory tool.
- Prerequisites:
- Important! Before adding a vendor from NetSuite® to Procore, always check to make sure that a matching vendor record does NOT already exist in Procore. If you do not perform this check, you might end up with duplicate or unlinked vendor/company entries. See Link a NetSuite® Vendor to a Procore Company.
- Additional Information:
- New company entries automatically inherit the appropriate NetSuite® Vendor ID.
Steps
- Navigate to the company's ERP Integrations tool.
This reveals the NetSuite® Integration page. - Click the Vendors tab.
- In the Filters menu, make sure the Ready to Import link is selected.
This reveals the Vendors Only in NetSuite® page. - Choose from these options:
- If you want to add the vendor from NetSuite® into Procore's' Company Directory as a new company/vendor record, click Add to Procore. Then continue with the next step.
OR - If you want to link the vendor record in NetSuite® to a company that already exists in Procore, see Link a NetSuite® Vendor to a Procore Company.
- If you want to add the vendor from NetSuite® into Procore's' Company Directory as a new company/vendor record, click Add to Procore. Then continue with the next step.
- Repeat the above step for each vendor in the list.