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Employees

Visual Mapping​

Procore and Sage 100 employees Mapping 1

Procore and Sage 100 employees Mapping 2

Should I sync Employees as Users or Contacts in Procore?​

Procore has two types of Employee records:

  1. Users: a Procore User is a person with a profile in a Procore Directory, and is identified by their unique login email address. Users can be added to a company's Procore account in the Company level Directory tool or in the Project level Directory tool.
  2. Contacts: a Contact is a person whose name may be required as part of a data entry value, but does not have a user account to log in to Procore.

By default, Agave Sync syncs Employees as Users, but your Account Manager can add a setting to sync them as Contacts instead.

note

A Procore User will typically use their company email address, whereas their accounting or payroll system will often have their personal email address. If you plan to sync Employees as Users, we recommend updating their email address in their accounting or payroll system to use their company email address before syncing.

Does Agave sync an Employee's personal information to Procore?​

Agave ignores certain fields by default to protect your employees' privacy and maintain their ability to use Procore:

  • Address: an employee's address details are not synced from your accounting system to Procore by default.
  • Email: an employee's email is only synced when a new employee is synced from the accounting system to Procore, and not on updates. This ensures that login emails are not changed in Procore.

Filters​

Agave can apply default filters for you to sync only a subset of Employees to either Sage 100 C or Procore. For example, you may only want to sync Customers that are active Customers. Let your Agave Account Manager know what filters you would like to apply and we can apply these for you.

For Sage 100 C, customers typically filter to "Current" employees.