This article is intended for Accounting Users / Administrators who have access to Procore.

 

This article will guide you through adding a vendor to a project in Procore. 


Your vendors must be added to the project you're ordering for within the Procore App. 


This will allow QTM to sync and map them so that we can create a commitment (PO) that will sync to Procore. 

! A missing vendor connection will delay the PO process.

How to add a vendor to a project in Procore


Step 1:

Locate & select the project you wish to add the supplier to.



Step 2:

Navigate to Project Tools, select “Directory”





Step 3:

On the right side, select “Add Company”



Step 4:

You can search for the company on the screen that pops up in case it is existing, or create it by clicking “Create New Company”



The name is the only required field; however best practice is to try to fill out as much address information as possible to prevent having to do this later. 



 

Once saved, we can trigger the “mirror vendors” flow to bring the new vendors into QTM. It should only take a few minutes.

Any orders needing to be mapped & re-synced can do so now.



  

 

 

Need help?

There are three ways to reach our Customer Success team:
 

  • Chat with us using the chat bubble icon at the bottom-right of our mobile and web app