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How are duplicate companies handled between the Directory tool and Procore Construction Network?

Background

When you need to solicit tenders for a project, you can use the new Tender Management experience to create a tender form to break down scope and cost information and help to standardize the responses that are received from tenderers.

Once you create your tender form, you can add companies to place a tender on your projects from your Company level Directory or add tenderers from the Procore Construction Network.  If you add tenderers from the Procore Construction Network, their company and Tender Contacts are added to your Company level Directory as a 'connected company' and 'connected users'. See What happens when companies and users are added from the Procore Construction Network to the Company Directory? 

While Procore can detect duplicate companies based on the Tender Contact, it is possible to end up with duplicate companies in your Directory if the Connected Company has different information on their business profile.    

Answer

Procore can detect and prevent a duplicate company being added to your Company level Directory from the Procore Construction Network if the Tender Contact's email address already exists in your Directory.

How Duplicates are Prevented

When adding a company from the Procore Construction Network, duplicates are prevented if:

  • The company is already listed in your Company level Directory
    AND
  • All Tender Contacts are already listed in your Company level Directory

Procore will notify you and prevent you from adding the Procore Construction Network company so as to prevent creating a duplicate company in your Directory.

 Tip

To invite the Procore Construction Network to tender, you can remove the current Tender Contacts from company already listed in your Directory and try again.

This will add a new 'Connected Company' in the Directory along with their Tender Contacts.

Note: This will create a duplicate company. See below for how to manage duplicates.

How Duplicates are Created

When you add a company from the Procore Construction Network, a duplicate company is created if:

  • The company is already listed in your Company level Directory
    AND
  • All Tender Contacts are NOT listed in your Company level Directory

The Procore Construction Network company is added to your Company level Directory as a separate "Connected Company" with a different Tender Contact and email address. The original company record remains in your directory unconnected

How to Manage Duplicates

You can merge the information from your local company record to the connected company record to have a single record. See Merge Companies.

 

See Also