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Accept or Reject a Company for Export to Spectrum

Objective

To create a new vendor in your Spectrum® Construction Software by exporting the Procore vendor/company record to Spectrum.

Background

If your Company Directory in Procore contains a company record that does not exist as a vendor record in your integrated ERP system, you can export the record from Procore to add it to your integrated system. 

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors subtab.


     
  3. In the 'Filters' menu, click Ready to Export.



    The system reveals a 'Companies Only in Procore' list to show all of the active vendor/company records that do not exist in your integrated ERP system (Note: This page only lists active company records. Inactive companies cannot be exported to an integrated ERP system. If a company record is not listed here, check to see if it is inactive. See Deactivate a Company).
  4. Review the vendors/companies in the list. Then do the following:

Accept the Vendor/Company

  1. Locate the desired vendor in the the 'Companies Only in Procore' list. 
  2. Choose Accept.
  3. In the Vendor Type drop-down list, select the vendor type (e.g., If the record is for a subcontractor, select sub). 
  4. Enter the Spectrum Vendor ID in the box provided. 


     
  5. Click Export.
    This exports the vendor/company record to the integrated ERP system. The process typically takes a few minutes. A message, like the one below, appears to notify you of the status.



    (Notes:
    • If for any reason a budget (or another item) fails to export to the integrated ERP system, you can view the failed item(s) by clicking Failed to Export in the right pane.
    • If the budget fails to export, follow the step for rejecting the budget. 
    • If you want to confirm that the export was successful, log into the integrated ERP system and verify that your data appears as expected). 

Reject the Vendor/Company

  1. Locate the desired vendor in the the 'Companies Only in Procore' list. 
  2. Choose Reject.
  3. Provide a reason for the rejection in the Enter a Comment box. 


     
  4. Click Reject.
    This rejects the vendor/company record. It is not imported into the integrated ERP system. The system returns the record to an editable state in both the Company and Project Directory tools so it can be edited (see Edit a Company or Person in the Company Directory or Edit a Company or Person in the Project Directory).
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Last modified
14:38, 3 Feb 2017

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