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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