Export Vendor Information in Portfolio Financials

 Note

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.

Background

The Vendors page in Portfolio Financials is a database of all vendors that have been added to your organization's account in Procore. You can export your Vendors database to an XLS file to view all vendor data in Microsoft® Excel.

Things to Consider

  • Required User Permissions:

    • 'Full Access' to the project or higher.

Steps

  1. Click the more menu (≡) icon in Portfolio Financials and click Vendors.
    hamburger-icon-vendors.png

  2. Click Download XLS to download the file to your computer.
    download-xls.png

See Also

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