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Refresh the Vendor List for Sage 300 CRE

Objective

To refresh the vendor list when Procore is configured to work with an integrated ERP system

Background

If you make any changes to the vendor/company entries in Procore's Company Directory, you can use the Refresh button in the Vendors subtab of the ERP Integrations tool to refresh your vendor/company data. This ensures that any changes in Procore are also updated in the integrated ERP system. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 300 CRE Integration page.
  2. Click the Vendors tab. 
    This reveals the Vendors only in Sage 300 CRE list.
  3. Click the Refresh Vendor List button in the right pane.
    This moves any updated data into the vendor list. The changes will be available in Procore after the data is synced.
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