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Procore

Add a Yardi Voyager® Vendor to Procore's Company Directory

Objective

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

Background

If you cannot link a Yardi Voyager® vendor to an existing company in your Procore directory, but you plan to use that Yardi Voyager® 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 Yardi Voyager® 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 Yardi Voyager® 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 Yardi Voyager® Vendor to a Procore Company.
  • Additional Information:
    • New company entries automatically inherit the appropriate Yardi Voyager® Vendor ID. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Yardi Voyager®  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 Yardi Voyager® page. 
  4. Choose from these options:
    • If you want to add the vendor from Yardi Voyager® into Procore's' Company Directory as a new company/vendor record, click Add to Procore. Then continue with the next step. 
      OR
    • If you want to link the vendor record in Yardi Voyager® to a company that already exists in Procore, see Link a Yardi Voyager® Vendor to a Procore Company
  5. Repeat the above step for each vendor in the list. 

See Also