Add a Company to the Company Directory
Objective
To add a company record to the Company Directory tool.
Background
Create a company record for every subcontractor, supplier, vendor, and entity you work with. Each record centralizes information like addresses, contacts, project details, bidding history, and insurance information, providing a comprehensive overview. Company records can be added to the project level Directory tools for a streamlined workflow.
Things to Consider
When a new company to the Project level Directory tool, a new record is automatically created in the Company level Directory tool.
'Admin' level users can request a vendor import to the Company Directory by contacting your Procore point of contact or sending an email to imports@procore.com. You can also perform your own vendor import using the Procore Imports App.
If your company has enabled the ERP Integrations tool:
If a company in the Company level Directory is added as a company on an ERP-integrated project, you will need to send the company record in the Company level Directory to the ERP Integrations tool where it must be accepted for export to your integrated ERP system by an accounting approver. See Send a Procore Company to ERP Integrations for Accounting Acceptance.
Steps
Navigate to the Company level Directory tool.
Click Add Company.
Limited ReleaseThis 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.
Complete the data entry as follows:
Name. Enter the full legal business name for the company (i.e., subcontractor, vendor, or supplier). This is a required field.Notes:
If you plan to export vendor records to an integrated ERP system, the 'Company Name' field has specific maximum character length limits that have been specified by each system's vendor (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.). For details, see What is the maximum character length for a 'Company Name' in the Directory tool?
Because your organization might work with a wide variety of vendors in diverse locations, the Company Directory does not require a unique 'Company Name' value. This is because two (2) vendors might share the same name, but be independently owned and operated in different locations (e.g., a subcontractor named 'AAA Plumbing' in California may be a separate business entity from the 'AAA Plumbing' in Arizona).
If you are responsible for adding companies to a Procore project, its important to be aware that when you add company records to a project, it can result in the appearance of 'duplicate' records for a single business entity in the Company Directory. For information, see What happens if I have duplicate records in the Company Directory?.
Phone. Enter the primary telephone number in the NANP format (e.g., 805-555-0100). How you enter the phone number here determines how it will appear in Procore.
Fax. Enter the primary facsimile number using the NANP number format (e.g., 805-555-0100). How you enter the fax number here determines how it will appear in Procore.
Address. Enter the business address (e.g., address and street name) for the company (e.g., 123 Main Street, 333 South 14th Avenue, and so on).
City. Enter the full city name (e.g., Los Angeles, Santa Barbara, and so on) for the vendor/company address (Note: Always spell out the full city name and do NOT enter abbreviations).
Country. Select the country name associated with the vendor/company address from the drop-down list.
State. Select the state associated with the vendor/company address from the drop-down list.
ZIP. Enter the five (5) digit ZIP code associated with the vendor/company address (Note: If your company prefers to use the complete 9-digit ZIP Code format, you can also enter the ZIP+4 code if desired).
Click Create.