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Customers (Companies)

Agave Sync allows you to import Vista AR Customers to Procore Companies.

Visual Mapping​

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Are there any pre-requisites to syncing Customers?​

No. However, we recommend setting a filter beforehand to ensure only the Customers you plan to use in Procore are synced.

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

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

Can Agave Sync write custom fields to Procore Customers?​

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 "(Customer)") to Customers to differentiate them if you would like.