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Procore

Create and Sync Vendors with Sage 100 Contractor®

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Sage 100 Contractor®. 

Background

The integration between the vendor data in Procore and Sage 100 Contractor® is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Sage 100 Contractor®, or (2) From Sage 100 Contractor® to Procore. To learn the specific steps for creating and syncing data between the two systems, see the DemoWorkflow, and Steps below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Workflow

There are two different ways to sync vendor data between Procore and Sage 100 Contractor®.

Important! Vendors can be created in either Procore or Sage 100 Contractor®.


Create a Vendor in Sage 100  Contractor
Create a Vendor in Sag...
PROCORE
PROCORE
SAGE 100 CONTRACTOR
SAGE 100 CONTR...


START
START


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system


Where did you create the Vendor/Company record?
Where did you create the...


Does the matching company record already exist in Procore?
Does the matching company recor...


Where did you create the Company in Procore?
Where did you create the...


Add a Company to the Project Directory
Add a Company to the Pr...


Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...


Add a Sage 100 Contractor Vendor to Procore's Company Directory
Add a Sage 100 Contract...


Does the matching vendor record already exist in
Sage 100 Contractor?

Does the matching vendor record a...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link a Sage 100 Contractor Vendor to a Procore Company
Link a Sage 100 Contract...


Export a Procore Company record to Sage 100 Contractor
Export a Procore Compan...

Steps

  1. Determine where you want to create your company records: In Procore or in Sage 100 Contractor®. 
  2. If you have created company records in Procore:
  3. If you have created vendor records Sage 100 Contractor®:

See Also