What happens when companies and users are added from the Procore Construction Network to the Company Directory?
Background
The Procore Construction Network is a network of construction businesses, such as contractors, architects, engineers and suppliers.
You can add tenderers from the Procore Construction Network when you solicit tenders for a project using the Enhanced Tender Management experience. When you add tenderers from the Procore Construction Network, the tender contacts and company are automatically added to your company's Directory. You can also add companies listed on the Procore Construction Network directly to your company's Directory.
By adding these companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available.
Note
For customers with ERP integrations, adding companies from the Procore Construction Network is available but not required. You can continue to add companies via ERP. If your permissions allow adding companies manually to the Directory, users will also be able to add companies from the Procore Construction Network.
If duplicate companies are added, they can be merged. See Merge Companies.
Answer
When you add any company from the Procore Construction Network, the company is automatically added to your Company’s Directory as a connected company and the company's name, address, website and phone number are added to your directory. You can add or modify information about the connected company in your Company level Directory.
Note
Currently, after the company information is initially added to your Directory information is NOT updated in your Directory if the connected company makes changes to their information.Depending on how you add the company, the company's tender contacts may or may not be automatically added:
- When adding a company from your Directory, only the connected company is added. No users are added. To add the company's tender contacts to your Directory, you can manually refresh the tender contacts.
- When adding tenderers from the Procore Construction Network, the connected company is added to your company's Directory. Additionally, the Tender Contacts for the company are automatically added to your Company level Directory as 'connected users'.
Connected Companies
- Companies added from the Procore Construction Network will have a 'connected company' indicator next to their name.
- These company records are connected to the Companies that that have their own Procore company accounts and are listed on the Procore Construction Network.
- Information from the connected company's profile is included under header 'Procore Construction Network Profile Information'.
- You can add or modify information about the connected company in your Company level Directory.
Connected Users
- Tender Contacts for the company listed on the Procore Construction Network, are automatically added to your Company Directory for an initial tender invitation.
- These Tender Contacts appear as 'connected users', because they users of the connected company.
- Connected users have a 'connected user' indicator next to their name.
- Some information, such as their company information and email address is included and cannot be edited.
- You can add or modify information about the connected user in your Company level Directory.
- For any subsequent tender invitations, tender contacts listed on the business page are automatically added or updated in your Company Directory.
- You can refresh tender contacts at any time.