Manage The Bidding And Compass Integration

Companies listed in your COMPASS account are NOT automatically added to your Company Directory in Procore. You must add them manually or from the Procore Construction Network to see their Qualification data when adding bidders from your Directory.

1. Navigate to the Company level Directory tool.

2. Click Add Company.

3.  Limited Release

   This workflow is currently available in English in the United States and Canada. Learn more.

   • Enter the 'Company Name' and click Search to search for the company in the Procore Construction Network.

   • From the search results, take one of the following actions:

     • Click Add next to the company you want to add to your directory.
       Note: The company is added as a connected company and the company's name, address, website, and phone number are added to your directory. You can update the company's information in your directory.

     • Click Add Company Manually to continue adding the company.

4. Complete the form, ensuring the company name and mailing address match what is in COMPASS.

5. Click Create.

6. Locate the 'Entity Type' and select EIN.

7. Enter the EIN number next to the 'Entity Type'.

8. Click Save.
   COMPASS information will sync instantly and be available in the Bidding tool.