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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.

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