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Add a Sage 300 CRE Vendor to Procore's Company Directory

Objective

To add a Sage vendor as a new company in your Procore account's Company level Directory.

Background

If you cannot link a Sage vendor to an existing company in your Procore directory, but you plan to use that Sage vendor in future construction jobs managed in Procore, you can create a new company entry for that vendor in your Procore account's Company level directory.

To learn more about the recommended way of consolidating your Sage vendors with your Procore Company level directory, see Consolidate and Link Vendors/Companies.
 

add-procore-co-to-sage.png

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions to the company's Directory tool.
  • Prerequisites:
    • It's strongly recommended that you first link any Sage vendors that already exist in your Procore account's company directory before adding new entries. See Link a Sage Vendor to a Procore Company.
  • Additional Information:
    • New company entries automatically inherit the appropriate Sage Vendor ID. 
    • If a vendor is marked as 'Inactive' in Sage 300 CRE, you can view it by clicking the 'Archived' link in the Filter Vendors By menu in the sidebar of the Vendors subtab after the data is synced. 

Steps

Important! Before you add a new Sage vendor into Procore, you should first try and find an existing match in your Procore account's Company level Directory. Otherwise, you might end up with duplicate or unlinked vendor/company entries. See Link a Sage Vendor to a Procore Company.

  1. Under the ERP Integrations tab, click the Vendors subtab.

  2. Click the "Unsynced Sage 300 CRE Vendors" filter option. 

  3. If you were unable to find a logical match with an existing company in your Procore account's Company level directory, click the Add to Procore button to create a new company profile in Procore with the company's information in Sage (e.g. address, city, state, phone number, etc.)

    Add Sage Vendor to Procore
     

  4. A link will automatically be established between the Sage vendor defined in Sage 300 and the company defined in Procore.

  5. Repeat the steps above, as necessary.

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Last modified
10:56, 10 Nov 2016

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