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Vendors (Companies)

Agave Sync allows you to import Vista AP Vendors to Procore Companies.

Visual Mapping​

Procore and Vista Visual Mapping

Procore and Vista 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 Vendors?​

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

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 "(Customer)") to Customers to differentiate them if you would 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:

    Vendors

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

    Vendors

    Vendors

  3. The Vendors will now appear as syncable but will appear under the Inactive Companies tab in your Procore Company Directory:

    Vendors

    Vendors
note

Agave Sync will deactivate the Vendors in Procore, but not in the original source system (i.e. your accounting system).