Add a CMiC Vendor to Procore's Company Directory
Objective
To add a CMiC vendor as a new company in your Procore account's Company level Directory.
Background
If you cannot link a CMiC vendor to an existing company in your Procore directory, but you plan to use that CMiC 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 CMiC 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 CMiC 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 CMiC Vendor to a Procore Company.
- Additional Information:
- New company entries automatically inherit the appropriate CMiC Vendor ID.
Steps
- Navigate to the company's ERP Integrations tool.
This reveals the CMiC Integration page.
- Click the Vendors tab.
- In the Filters menu, make sure the Ready to Import link is selected.
This reveals the Vendors Only in CMiC page.
- Choose from these options:
- If you want to add the vendor from CMiC 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 CMiC to a company that already exists in Procore, see Link a CMiC Vendor to a Procore Company.
- Repeat the above step for each vendor in the list.