To consolidate your list of vendors in your Sage 100 Contractor® and Procore directories so that there are no duplicates and that active Sage 100 Contractor® vendors can be linked to their matching entry in Procore.
Now that all of your Sage 100 Contractor® 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 100 Contractor® is equivalent to a “company” in Procore. Therefore, you must make sure that the vendors in your Sage 100 Contractor® 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 100 Contractor® database that will not be involved in any new construction projects, it’s not necessary to establish an accurate link between your Sage 100 Contractor® and Procore directories. However, it is recommended that you archive those inactive Sage 100 Contractor® vendors in Procore.
It’s recommended that you consolidate your directories in the following order.