Configure the Vendor Type Import Settings for Sage 300 CRE®

A user with 'Admin' level permissions on the company's ERP Integrations tool can specify which Sage 300 CRE® vendor types to import into Procore.

• Required User Permission: 'Admin' on the company's ERP Integrations tool.

1. Navigate to the company's ERP Integrations tool.

2. Click Configure Settings .

3. Click Vendor Type Import Settings.

4. Under Vendor Type Import Settings, mark the checkboxes that correspond to the wanted Vendor Types.
   Notes:

   • Vendor types are created in Sage 300 CRE®.

   • Vendor types let accountants classify your vendor data in a way that is meaningful to your business.

   • When a Vendor Type checkbox is dimmed and not available, the data has been synced between Sage 300 CRE® and Procore. The checkmark cannot be removed after data is synced.
     
     
     

5. Click Back.
   Your changes are automatically saved.