Add a Sage 100 Contractor® Vendor to Procore's Company Directory

Objective

To add a Sage 100 Contractor® vendor as a new company in your Procore account's Company level Directory.

Background

If you cannot link a Sage 100 Contractor® vendor to an existing company in your Procore directory, but you plan to use that Sage 100 Contractor® 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 100 Contractor® vendors with your Procore Company level directory, see Consolidate and Link Sage 100 Contractor® Vendors to Procore Companies.

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the company's Directory tool.
• Prerequisites:
  • Important! Before adding a vendor from Sage 100 Contractor® 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 100 Contractor® Vendor to a Procore Company.
• Additional Information:
  • New company entries automatically inherit the appropriate Sage 100 Contractor® Vendor ID. 
  • If a vendor is marked as 'Inactive' in Sage 100 Contractor® , you can view it by clicking the 'Archived' link in the Filter Vendors By menu in the sidebar of the Vendors subtab after the data is synced.

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click the Vendors tab. 
3. In the Filters menu, make sure the Ready to Import link is selected.
4. Choose from these options:
   • If you want to add the vendor from Sage 100 Contractor® 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 Sage 100 Contractor® to a company that already exists in Procore, see Link a  Sage 100 Contractor® Vendor to a Procore Company. 
     
     
      
5. Repeat the above step for each vendor in the list. 
    

See Also

• What if I have duplicate entries in the Procore's Company Directory?