To consolidate your list of vendors in your MYOB Advanced Construction and Procore directories so that there are no duplicates and that active MYOB Advanced Construction vendors can be linked to their matching entry in Procore.
Now that all of your MYOB Advanced Construction data is visible in Procore, the next step is to consolidate your list of contacts. It’s important to remember that a “vendor” in MYOB Advanced Construction is equivalent to a “company” in Procore. Therefore, you must make sure that the vendors in your MYOB Advanced Construction account are accurately represented in your Procore Directory at the Company level. Remember, you only need to link the vendors and companies that you’re going to use in new construction projects that will be managed in Procore. If you have a large number of vendors in your MYOB Advanced Construction database that will not be involved in any new construction projects, it’s not necessary to establish an accurate link between your MYOB Advanced Construction and Procore directories. However, it is recommended that you archive those inactive MYOB Advanced Construction vendors in Procore.
It’s recommended that you consolidate your directories in the following order.
- Link to Existing Company: If a MYOB Advanced Construction vendor exists in Procore, you can link them together. (Note: You can only link “active” companies in Procore.)
- Add to Procore: If a MYOB Advanced Construction vendor does not exist in Procore, you can add it as a new company in the Procore account’s Company level directory and link them together.
- Archive: If a MYOB Advanced Construction vendor will not be used in any future jobs/projects managed with Procore, you can mark it inactive in MYOB Advanced Construction and it will appear in the 'Archived' filter in the Filters menu in the sidebar of the Vendors subtab in the ERP Integrations tool. (Note: Archived vendors can easily be unarchived at any time.)
Things to Consider
- It's strongly recommended that you first try to link any MYOB Advanced Construction vendors that already exist in your Procore account's Company level Directory.