Vendors

Agave Sync allows you to sync Foundation Vendors and Procore Companies.

Visual Mapping

Video Tutorial

FAQs and Common Error Messages

Are there any pre-requisites to syncing Vendors?

If you would like to sync Vendors from Foundation to Procore, there are no pre-requisite steps. We recommend applying filters before enabling automatic sync though.

If you would like to sync Vendors from Procore to Foundation, you will need to complete the steps outlined below.

note

For enabling automatic sync of Vendors from Procore to Foundation, make sure you have applied the necessary filters to avoid syncing all Customers in Procore as Vendors in Foundation.

What fields does Agave Sync "Auto-link" on?

Agave Sync will auto-link on the following fields for Vendors:

• Name
• Address
• Code/Number
• Email
• Phone
• Tax ID

Can Agave Sync write custom fields to Procore Vendors?

No - at the moment, this is a limitation with Procore where Procore does not allow for custom fields on “Company” records.

How do we differentiate between Vendors and Customers in Procore?

Procore does not have a way to differentiate between Vendors and Customers at the moment. However, Agave Sync can apply a suffix (e.g. of "(Vendor)") to Vendors to differentiate them if you like.

How do I deactivate 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:

1. Identify the Vendor you would like to deactivate:

   

2. In Agave Sync, select those Vendors and press Delete from Procore:

   

   

3. 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. your accounting system).

Can I exclude certain Vendors from syncing to my PM System?

Yes. If you prefer not to sync specific Vendors to your PM System, Agave Sync allows you to apply filters to exclude them.

Common examples of Vendors that you might want to exclude include:

• Inactive Vendors
• Specific Vendor Categories (e.g., Employees, Telecom Companies)
• Vendors not used in the ERP for several years

Let your Agave Account Manager about the filters you’d like to apply, and they will update your sync configuration accordingly.

Enabling Vendors Sync to Foundation

Installation

Exporting Vendors to Foundation requires a combination of Foundation's FSI Importer, ODBC access, and the Agave Connector.

Step 1: Download the FSI Importer

1. Log in to the Foundation Client Portal.

2. If you are a Foundation Cloud (Hosted) Customer, go to Resources-->Downloads. If you are a Foundation On-premise Customer, go to Resources-->Software Releases.

3. Select the download icon for the FSI Importer.

4. Once the file has downloaded, go to your Downloads folder and open the .exe file. This will start the installation process for the FSI Importer.

5. Finish the installation process.

Step 2: Install the ODBC Driver

The FSI Importer reaches your Foundation instance over Microsoft Open Database Connectivity (ODBC). The Agave Connector configures the ODBC data source for you, so you only need to make sure the driver itself is installed.

note

Most machines running Foundation already have the ODBC driver installed. If yours does, you can skip this step and go straight to Step 3: Set up the Agave Connector.

1. Go to the Microsoft website and download the Microsoft ODBC Driver for SQL Server 18 (x64)

2. Double click on the msodbcsql.msi file that you downloaded

3. This will open up an Installation Wizard, click Next

4. Accept the agreement terms, click Next

5. Select Client Components, click Next

6. On the next screen, click Install

7. You may encounter a User Account Control prompt, click Yes

8. Click Finish to complete the installation of the driver

Step 3: Set up the Agave Connector

1. Ask your Agave Account Manager for a link to the Agave Connector. Then download and install it.

2. Open the Agave Connector and press Add Account.

3. Select Foundation as your Source System.

4. Input details for your Foundation user you use in Agave Sync, and then press Test and Save. Note, these are the same credentials you used for connecting Foundation to Agave Sync.

5. Notify your Agave Account Manager that you have completed the foregoing step and ask for an Account ID and Token. Input these details in the next screen and then press Test and Save:

6. Notify your Agave Account Manager that you have completed the foregoing step. They will then be able to confirm that you can export Vendors to Foundation.

Error: The current user does not have access to encrypt data

Depending on how your integration user is configured, you may encounter: [Foundation Error] [0] The database in use is encrypted, but the current user does not have access to encrypt data.

To resolve this, enable access to encrypted data for the Foundation user attached to the integration:

1. Navigate to System > Security in Foundation:

2. Select the relevant Company in the left sidebar, and ensure the checkbox for allowing access to encrypted data is checked:

3. Save these settings. If the "Save" button freezes, try clicking "Close" and then "Yes" to saving changes.

Do I need to have the FSI Importer installed for Vendor syncs to work?

Yes. We leverage the same technology that Foundation uses for the FSI Importer as part of this sync.

Do I need the Agave Connector to be opened/minimized for Vendor syncs to work?

Yes - we recommend keeping it open and minimized.