Vendors
Visual Mapping
Abbreviated Name in Procore
When syncing from Procore to Acumatica, note that 'Abbreviated Name' field in Procore is required. This field is then used as 'Vendor ID' in Acumatica.
Deactivating Vendors
You may unintentionally sync Vendors to Procore. Instead of manually deactivating each Vendor, you can use Agave Sync to do so in bulk.
To deactivate Vendors you have synced to Procore:
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Identify the Vendor you would like to deactivate:
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In Agave Sync, select those Vendors and press Delete from Procore:
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The Vendors will now appear as syncable but will appear under the Inactive Companies tab in your Procore Company Directory:
note
Agave Sync will deactivate the Vendors in Procore, but not in the original source system (i.e. youre accounting system).