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 Demo, Workflow, 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.

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:
   • First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory. 
   • Next, determine if the matching vendor record exists in Sage 100 Contractor:
     • If the matching record exists in Sage 100 Contractor, see Link a Sage 100 Contractor Vendor to a Procore Company.
       OR
     • If the matching vendor record does NOT exist in Sage 100 Contractor, see Export a Vendor/Company to Sage 100 Contractor.
3. If you have created vendor records Sage 100 Contractor:
   • Determine if the matching company record exists in Procore. Then:
     • If the matching company record exists in Procore, see Link a Sage 100 Contractor Vendor to a Procore Company. 
       OR
     • If the matching company record does NOT exist in Procore, see Add a Sage 100 Contractor Vendor to Procore's Company Directory. 

See Also

• Consolidate and Link Sage 100 Contractor Vendors to Procore Companies
• Remove Company Duplicates from the Procore Directory