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Procore

Consolidate and Link Sage Intacct® Vendors to Procore Companies

Objective

To consolidate your list of vendors in your Sage Intacct® and Procore directories so that there are no duplicates and that active Sage Intacct® vendors can be linked to their matching entry in Procore. 

Background

Now that all of your Sage Intacct® data is visible in Procore, the next step is to consolidate your list of contacts. It’s important to remember that a “vendor” in Sage Intacct® is equivalent to a “company” in Procore. Therefore, you must make sure that the vendors in your Sage Intacct® account are accurately represented in your Procore Directory at the Company level. Remember, you only need to link the vendors and companies that you’re going to use in new construction projects that will be managed in Procore. If you have a large number of vendors in your Sage Intacct® database that will not be involved in any new construction projects, it’s not necessary to establish an accurate link between your Sage Intacct® and Procore directories. However, it is recommended that you archive those inactive Sage Intacct® vendors in Procore.

It’s recommended that you consolidate your directories in the following order.

  1. Link to Existing Company: If a Sage Intacct® vendor exists in Procore, you can link them together. (Note: You can only link “active” companies in Procore.)
  2. Add to Procore: If a Sage Intacct® vendor does not exist in Procore, you can add it as a new company in the Procore account’s Company level directory and link them together.
  3. Archive: If a Sage Intacct® vendor will not be used in any future jobs/projects managed with Procore, you can mark it inactive in Sage Intacct® and it will appear in the 'Archived' filter in the Filters menu in the sidebar of the Vendors subtab in the ERP Integrations tool. (Note: Archived vendors can easily be unarchived at any time.)

Things to Consider

  • It's strongly recommended that you first try to link any Sage Intacct® vendors that already exist in your Procore account's Company level Directory.

Steps

  1. Remove Company Duplicates from the Procore Directory
  2. Link a Sage Intacct® Vendor to a Procore Company
  3. Add a Sage Intacct® Vendor to Procore's Company Directory
  4. Archive a Sage Intacct® Vendor in Procore