Create and Sync Vendors with the Sage 300 CRE® Integration

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Sage 300 CRE. 

Background

The integration between the vendor data in Procore and Sage 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, or (2) From Sage 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 ERP Integrations tool. 
    AND
  • 'Admin' level permission to the company's Directory tool.

Demo

Workflow

Steps

1. Determine where you want to create your company records: In Procore or in Sage 300 CRE. 
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 300 CRE:
     • If the matching record exists in Sage 300 CRE, see Link a Sage 300 CRE Vendor to a Procore Company.
       OR
     • If the matching vendor record does NOT exist in Sage 300, see Export a Vendor/Company to Sage 300 CRE.
3. If you have created vendor records Sage 300 CRE:
   • Determine if the matching company record exists in Procore. Then:
     • If the matching company record exists in Procore, see Link a Sage 300 CRE Vendor to a Procore Company. 
       OR
     • If the matching company record does NOT exist in Procore, see Add a Sage 300 CRE Vendor to Procore's Company Directory. 

See Also

• Consolidate and Link Sage 300 CRE Vendors to Procore Companies
• Remove Company Duplicates from the Procore Directory
• Link a Sage 300 CRE Vendor to a Procore Company
• Unlink a Sage 300 CRE Vendor
• Archive a Sage 300 CRE Vendor in Procore
• Unarchive a Sage 300 CRE Vendor