Create and Sync Vendors with Sage 100 Contractor®

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Sage 100 Contractor®. 

Background

The integration between the vendor data in Procore and Sage 100 Contractor® is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Sage 100 Contractor®, or (2) From Sage 100 Contractor® to Procore. To learn the specific steps for creating and syncing data between the two systems, see the Demo, Workflow, and Steps below.

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the company's ERP Integrations tool. 
    AND
  • 'Admin' level permission to the company's Directory tool.

Workflow

Steps

1. Determine where you want to create your company records: In Procore or in Sage 100 Contractor®. 
2. If you have created company records in Procore:
   • First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory. 
   • Next, determine if the matching vendor record exists in Sage 100 Contractor®:
     • If the matching record exists in Sage 100 Contractor®, see Link a Sage 100 Contractor® Vendor to a Procore Company.
       OR
     • If the matching vendor record does NOT exist in Sage 100 Contractor®, see Export a Vendor/Company to Sage 100 Contractor®.
3. If you have created vendor records Sage 100 Contractor®:
   • Determine if the matching company record exists in Procore. Then:
     • If the matching company record exists in Procore, see Link a Sage 100 Contractor® Vendor to a Procore Company. 
       OR
     • If the matching company record does NOT exist in Procore, see Add a Sage 100 Contractor® Vendor to Procore's Company Directory. 

See Also

• Consolidate and Link Sage 100 Contractor® Vendors to Procore Companies
• Remove Company Duplicates from the Procore Directory