Link Vendors in MYOB Advanced Construction to Matching Companies in Procore
Objective
To link existing 'vendor' records in [Your ERP Integration] to their matching 'company' records in Procore.
Background
If you will be integrating Procore and [Your ERP Integration], you may have already created vendor records in [Your ERP Integration]. You may also already have matching company records in Procore. To properly sync vendor data between the two systems, you will need to ensure that these records are properly linked using the link features in the Vendors tab described below. This tab also provides you with a suggested matches feature to help you quickly identify the potential matches to link.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
- Recommendations:
- Always use the steps below to make sure the vendor records created in [Your ERP Integration] are linked to the appropriate company match in Procore.
- If you have a vendor record in [Your ERP Integration] that you will not be using in Procore, you must archive it.
- Limitations:
- After a vendor record from [Your ERP Integration] is linked to a company record in Procore, any 'Address' changes are not synced between the two systems. This is because the 'Address' in [Your ERP Integration] pertains to the vendor's billing address, which may be different from the mailing address that your project management team needs to use for job related correspondence.
Steps
Choose one of these options to match your existing [Your ERP Integration] vendors to existing companies in Procore:
Show Suggested Procore Matches
- Navigate to the company's ERP Integrations tool.
- Click Vendors.
- Under Ready to Import, place a checkmark in the Show Suggested Procore Matches box.
- Continue with Link Suggested Procore Matches.
Link Suggested Procore Matches
- Complete the steps in Show Suggested Procore Matches.
- Under the Vendors only in [Your ERP Integration] table, compare the Name with the Procore Company.
- Choose from these options:
- To link all of the listed vendors and companies at once, click Link All.
- To link only specific vendors and companies individual, click Link next to the desired match.
- If the [Your ERP Integration] vendor is not going to be used, click the red 'x' icon.
Link Vendors to Existing Companies
- Navigate to the company's ERP Integrations tool.
- Click Vendors.
- Under Vendors, make sure the Show Suggested Procore Matches box is cleared.
- Under Search for Vendor, type the name of the the [Your ERP Integration] vendor you want to link.
- Click Search.
- Locate the line item that corresponds to the vendor in the search results. Then click Link to Existing Company.
- In the box that appears, begin typing until you find and select the matching Procore company.
- Click Link.