Add a Yardi Voyager® Vendor to Procore's Company Directory
Objective
To add a Yardi Voyager® vendor as a new company in your Procore account's Company level Directory.
Background
If you cannot link a Yardi Voyager® vendor to an existing company in your Procore directory, but you plan to use that Yardi Voyager® 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 Yardi Voyager® 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 Yardi Voyager® 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 Yardi Voyager® Vendor to a Procore Company.
- Additional Information:
- New company entries automatically inherit the appropriate Yardi Voyager® Vendor ID.
Steps
- Navigate to the company's ERP Integrations tool.
This reveals the Yardi Voyager® 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 Yardi Voyager® page.
- Choose from these options:
- If you want to add the vendor from Yardi Voyager® 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 Yardi Voyager® to a company that already exists in Procore, see Link a Yardi Voyager® Vendor to a Procore Company.
- Repeat the above step for each vendor in the list.