To consolidate your list of vendors in your [Your ERP Integration] and Procore directories so that there are no duplicates and that active [Your ERP Integration] vendors can be linked to their matching entry in Procore.
Now that all of your [Your ERP Integration] data is visible in Procore, the next step is to consolidate your list of contacts. It’s important to remember that a “vendor” in [Your ERP Integration] is equivalent to a “company” in Procore. Therefore, you must make sure that the vendors in your [Your ERP Integration] 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 [Your ERP Integration] database that will not be involved in any new construction projects, it’s not necessary to establish an accurate link between your [Your ERP Integration] and Procore directories. However, it is recommended that you archive those inactive [Your ERP Integration] vendors in Procore.
It’s recommended that you consolidate your directories in the following order.
- Link to Existing Company: If a [Your ERP Integration] vendor exists in Procore, you can link them together. (Note: You can only link “active” companies in Procore.)
- Add to Procore: If a [Your ERP Integration] 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 [Your ERP Integration] vendor will not be used in any future jobs/projects managed with Procore, you can mark it inactive in [Your ERP Integration] 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 [Your ERP Integration] vendors that already exist in your Procore account's Company level Directory.