Add a Xero™ Vendor to the Company Directory

Objective

To add a Xero™ vendor as a new company entry in your company's Directory tool. 

Background

Vendors that exist in Xero™ can be added to the Procore directory using the steps below. This process takes your Xero™ vendor data and automatically creates a new company record in your company's Directory tool. It also creates a link between the two records.

Important! Before using these steps to add vendor, always check your company's Directory tool to ensure a matching record doesn't already exist. 

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Prerequisites:
  • Consolidate Duplicates in the Company Directory 
  • Link a Xero™ Vendor to a Procore Company

Steps

1. Navigate to the company's ERP Integrations tool
2. Click the Vendors subtab. 
3. In the 'Filters' menu, click Ready to Import link. 
4. Review the list in the 'Vendors Only in Xero™' page. 
5. For each vendor in the list, check to see if there is a matching company record in Procore's Company Directory. Then choose from these options:
   • If a match exists, follow the steps in Link a Xero™ Vendor to a Procore Company
     OR
   • If no match exists, click the Add to Procore button (Note: This uses the vendor data from Xero™ to create a matching record in your Company Directory. A link is automatically established between the Xero™ vendor and the Procore company). 

6. Repeat the previous step for every vendor in the list. 

See Also

• Consolidate Duplicates in the Company Directory 
• Link a Xero™ Vendor to a Procore Company
• Unlink a Xero™ Vendor