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Procore

Link Vendors in Sage 300 CRE to Matching Companies in Procore

Objective

To link existing 'vendor' records in Sage 300 CRE to their matching 'company' records in Procore.

Background

If you will be integrating Procore and Sage 300 CRE®, you may already created vendor records in Sage 300 CRE®. You may also already have matching company records in Procore. To properly sync vendor data between thee two systems, you will need to ensure that these records are properly linked using the link features in the Vendors tab described below. This tab also provides you with a suggested matches feature to help you quickly identify the potential matches to link.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the company's Directory tool. 
  • Recommendations:
    • Always use the steps below to make sure the vendor records created in Sage 300 CRE® are linked to the appropriate company match in Procore. 
    • If you have a vendor record in Sage 300 CRE® that you will not be using in Procore, you must archive it. See Archive a Sage 300 CRE Vendor in Procore
  • Limitations:
    • After a vendor record from Sage 300 CRE® is linked to a company record in Procore, any 'Address' changes are not synced between the two systems. This is because the 'Address' in Sage 300 CRE® pertains to the vendor's billing address, which may be different from the mailing address that your project management team needs to use for job related correspondence.

Steps

Choose one of these options to match your existing Sage 300 CRE® vendors to existing companies in Procore:

Show Suggested Procore Matches

  1. Navigate to the company's ERP Integrations tool.
  2. Click Vendors.
  3. Under Ready to Import, place a checkmark in the Show Suggested Procore Matches box.

    erp-integrations-vendors-only-in-sage300.png
     
  4. Continue with Link Suggested Procore Matches.

Link Suggested Procore Matches

  1. Complete the steps in Show Suggested Procore Matches.
  2. Under the Vendors only in Sage 300 CRE® table, compare the Name with the Procore Company. 
  3. Choose from these options:

    erp-integrations-vendors-only-in-sage300.png
     
    • To link all of the listed vendors and companies at once, click Link All.
    • To link only specific vendors and companies individual, click Link next to the desired match. 
    • If the Sage 300 CRE® vendor is not going to be used, click the red 'x' icon. 

Link Vendors to Existing Companies

  1. Navigate to the company's ERP Integrations tool.
  2. Click Vendors.
  3. Under Vendors, make sure the Show Suggested Procore Matches box is cleared.
  4. Under Search for Vendor, type the name of the the Sage 300 CRE® vendor you want to link. 
  5. Click Search.
  6. Locate the line item that corresponds to the vendor in the search results. Then click Link to Existing Company
  7. In the box that appears, begin typing until you find and select the matching Procore company.

    erp-link-rutter-example.gif
     
  8. Click Link.

See Also