Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®
Objective
To configure the advanced settings for the company's ERP Integrations tool to connect to Viewpoint® Spectrum® with Integration by Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's ERP Integrations tool.
Steps
- Configure Settings
- Configure the Vendor Type Import Settings
- View an Accountant Report
- Configure the Sync Schedule
- Set User Permissions
Configure Settings
- Navigate to the company's ERP Integrations tool.
- Click Configure Settings .
- Under the 'Connection Settings' area you can update the Integration by Procore settings:
- Service URL. Enter the URL for the Integration by Procore Microservice.
- Service User. Enter the user name for the Integration by Procore Microservice.
- Edit Credentials. Click this link to reveal the Service Password box. Enter the new password for your Integration by Procore Microservice Account here or click Cancel to keep the current password.
- Status. Shows the current status of the service connection. The statuses are 'Connected' and 'Not Connected.'
- Under the 'General Settings' area:
- Use Procore Contract #
Mark this checkbox to automatically populate the Procore Contract # in the Viewpoint® Spectrum® ID field when the system exports commitments in Procore to Viewpoint® Spectrum®. - Use Procore Change Order #
Mark this checkbox to automatically populate the Procre Contract # in the Viewpoint® Spectrum® ID field when the system exports change orders in Procore to Viewpoint® Spectrum®. - Automatically Add New Cost Code/Category Combinations to Budgets on Viewpoint® Spectrum®-Integrated Projects.
Mark this checkbox to have Procore automatically add the cost code/category combo as a new budget line item. - Procore's Budget Direct Costs Column.
If you want to populate the Direct Costs column with data from Viewpoint® Spectrum® the Read Only, Populate from Viewpoint® Spectrum® checkbox. Or, mark the Editable Do Not Populate from Viewpoint® Spectrum® checkbox. - Vendors will be Automatically Updated.
Mark either the Automatically Update Vendors when Refreshing the Vendor List checkbox or the Do Not Update Vendors checkbox.
- Use Procore Contract #
- Under the 'Connection Settings' area you can update the Integration by Procore settings:
- Click Update.
Configure the Vendor Type Import Settings
View an Accountant Report
Configure the Sync Schedule
Set User Permissions
- Navigate to the company's ERP Integrations tool.
This reveals the Spectrum Integration page. - Click Permissions Table.
This reveals the 'User Permissions for ERP Integrations' list. - Modify permissions as follows:
- If RED 'x' marks appear in multiple cells, the user's account is not associated with a permission template. You can modify the user's permission to the ERP Integrations tool by clicking in the column for the desired permission level.
- If GRAY 'x' marks appears in the cells, the user is either a Company level Directory Administrator or the user's permissions are controlled by a permissions template. See Manage Project Permissions Templates.