Restore an Archived QuickBooks® Online Vendor for ERP Integrations
Objective
To restore a vendor from an integrated ERP system after has been archived in Procore's ERP Integrations tool.
Background
If you have archived a vendor in Procore's ERP Integrations tool (Archive an integrated ERP System Vendor in Procore), you have the ability to restore it from the archive. Typically, you will only restore an archived vendor if you plan to actively use that vendor on a Procore project.
After the restoration is complete, you must also take one of the following actions to integrate the QuickBooks® Online vendor with a Procore company:
- Link that QuickBooks® Online vendor record to an existing Procore company record (Link QuickBooks® Online Vendors to Procore Companies)
- Import the QuickBooks® Online vendor to create a new Procore company record (Add a QuickBooks® Online Vendor to the Company Directory)
Things to Consider
- Required User Permissions:
- 'Standard' level permission or higher on the ERP Integrations tool.
- Prerequisites:
- Complete the appropriate steps for your specific ERP Integration: Archive a QuickBooks® Online Vendor in Procore
- Additional Information:
- To view a list of archived vendors for your ERP Integration, see View the Archived Vendors List for QuickBooks® Online.
Steps
- Navigate to the company's ERP Integrations tool.
- Click the Vendors subtab.
This opens the Vendors list. - Under Filters, click Archived.
This reveals a list of all of the QuickBooks® Online vendors that were previously archived in Procore. - Locate the desired vendor and click Unarchive.
This restores the company/vendor to the ERP Integration tool's 'Ready to Import' list.