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Add a Sage Intacct® Vendor to Procore's Company Directory


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


If you cannot link a Sage Intacct® vendor to an existing company in your Procore directory, but you plan to use that Sage Intacct® 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 Intacct® vendors with your Procore Company level directory, see Consolidate and Link Vendors/Companies.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Directory tool.
  • Prerequisites:
    • Important! Before adding a vendor from Sage Intacct® to Procore, always check to make sure that a matching vendor record does NOT already exist in Procore. If you do not perform this check, you might end up with duplicate or unlinked vendor/company entries. See Link a Sage Intacct® Vendor to a Procore Company.
  • Additional Information:
    • New company entries automatically inherit the appropriate Sage Intacct® Vendor ID. 


  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Sage Intacct®  Integration page. 
  2. Click the Vendors tab. 
  3. In the Filters menu, make sure the Ready to Import link is selected.
    This reveals the Vendors Only in Sage Intacct® page. 
  4. Choose from these options:
    • If you want to add the vendor from Sage Intacct® into Procore's' Company Directory as a new company/vendor record, click Add to Procore. Then continue with the next step. 
    • If you want to link the vendor record in Sage Intacct® to a company that already exists in Procore, see Link a Sage Intacct® Vendor to a Procore Company
  5. Repeat the above step for each vendor in the list. 

See Also