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:
Steps
- Navigate to the company's ERP Integrations tool
- Click the Vendors subtab.
- In the 'Filters' menu, click Ready to Import link.
- Review the list in the 'Vendors Only in Xero™' page.
- 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).
-
Repeat the previous step for every vendor in the list.