{"id":4664,"date":"2025-12-01T15:43:41","date_gmt":"2025-12-01T05:13:41","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4664"},"modified":"2025-12-01T15:43:41","modified_gmt":"2025-12-01T05:13:41","slug":"how-to-import-sage-vendor-customer-into-procore","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-import-sage-vendor-customer-into-procore\/","title":{"rendered":"How to import Sage Vendor\/Customer into Procore"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>As part of the demonstration, we will be exporting Sage Vendor to as an example. These following steps apply on Sage Customer.<\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Login to OneCore.<\/li>\n\n\n\n<li>Go to <strong>Vendors > Sage Vendor Mapping<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"209\" height=\"153\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-16.png\" alt=\"\" class=\"wp-image-4669\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-16.png 209w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-16-50x37.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-16-60x44.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-16-100x73.png 100w\" sizes=\"auto, (max-width: 209px) 100vw, 209px\" \/><\/figure>\n\n\n\n<p>3. Select the <strong>Unmapped Sage Vendors <\/strong>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-17-1024x485.png\" alt=\"\" class=\"wp-image-4671\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-1024x485.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-300x142.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-768x364.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-50x24.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-60x28.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17-100x47.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-17.png 1504w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>4. Click on the <strong>export<\/strong> button next to the Sage Vendor.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"473\" height=\"49\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/export-button-next-to-qbo-vendor.png\" alt=\"\" class=\"wp-image-2659\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-next-to-qbo-vendor.png 473w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-next-to-qbo-vendor-300x31.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-next-to-qbo-vendor-50x5.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-next-to-qbo-vendor-60x6.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-next-to-qbo-vendor-100x10.png 100w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/figure>\n\n\n\n<p>5. Click <strong>yes<\/strong> to export it to Procore. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"458\" height=\"277\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/export-button-qbo-vendor.png\" alt=\"\" class=\"wp-image-2660\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-qbo-vendor.png 458w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-qbo-vendor-300x181.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-qbo-vendor-50x30.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-qbo-vendor-60x36.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/export-button-qbo-vendor-100x60.png 100w\" sizes=\"auto, (max-width: 458px) 100vw, 458px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. The unmapped Sage Vendor will now appear under the mapped vendors tab, as well as in Procore. You can also do the same for unmapped Procore vendors from the Unmapped Procore Vendors tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"430\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-18-1024x430.png\" alt=\"\" class=\"wp-image-4673\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-1024x430.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-300x126.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-768x322.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-50x21.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-60x25.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18-100x42.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-18.png 1503w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As part of the demonstration, we will be exporting Sage Vendor to as an example. These following steps apply on Sage Customer. 3. Select the Unmapped Sage Vendors tab. 4. Click on the export button next to the Sage Vendor. 5. Click yes to export it to Procore. 6. The&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[127,124],"ht-kb-tag":[47,133],"class_list":["post-4664","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-intacct","ht_kb_category-mapping-in-onecore-intacct","ht_kb_tag-check","ht_kb_tag-intacct"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4664"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4664\/revisions"}],"predecessor-version":[{"id":4674,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4664\/revisions\/4674"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4664"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4664"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}