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Procore Support (en-au)

Add a MYOB Advanced Construction Vendor to Procore's Company Directory

Objective

To add a MYOB Advanced Construction vendor as a new company in your Procore account's Company level Directory.

Background

If you cannot link a MYOB Advanced Construction vendor to an existing company in your Procore directory, but you plan to use that MYOB Advanced Construction 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 MYOB Advanced Construction 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 MYOB Advanced Construction 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 MYOB Advanced Construction Vendor to a Procore Company.
  • Additional Information:
    • New company entries automatically inherit the appropriate MYOB Advanced Construction Vendor ID. 

Steps

  1. Navigate to the company's ERP Integrations tool. This reveals the MYOB Advanced Construction Integration page. 
  2. Click the Vendors tab. 
  3. In the Filters menu, make sure the Ready to Import link is selected. This reveals the Vendors Only in MYOB Advanced Construction page. 
  4. Choose from these options:
    • If you want to add the vendor from MYOB Advanced Construction 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 MYOB Advanced Construction to a company that already exists in Procore, see Link a MYOB Advanced Construction Vendor to a Procore Company
  5. Repeat the above step for each vendor in the list. 

See Also