Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum®

Objective

To accept (or reject) a company record in Procore as an accounting approver for export to Viewpoint® Spectrum® with the Integration by Procore.

Background

If your company's Directory tool contains a company record that does not yet exist as a vendor record in Viewpoint® Spectrum®, use the steps below to export it from Procore. This action creates a new vendor record in Integration by Procore.

Things to Consider

Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
  AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites:

Steps

Navigate to the company's ERP Integrations tool.
This reveals the Spectrum Integration page.
Click the Vendors tab.
Under Filters, 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).
Review the vendors/companies in the list. Then do the following:
- Accept the Company
- Reject the Company

Accept theCompany

Locate the desired vendor in the the 'Companies Only in Procore' list.
Choose Accept.
In the Vendor Type drop-down list, select the vendor type (e.g., If the record is for a subcontractor, select sub).
Enter the Spectrum Vendor ID in the box provided.
Notes:
- This page only lists active company records. Inactive companies cannot be exported. If a company record is not listed, it may be set to Inactive. See Deactivate a Company.
- To open the company record, click the hyperlink in the Name box.
Click Export.
This exports the vendor/company record to the integrated ERP system. The process typically takes a few minutes. A message appears to show you the export status.
Notes:
- If for any reason the export fails, click Failed to Export to view the list of failed items. Then follow the steps for rejecting the company record.
- To confirm a successful export, log into Viewpoint® Spectrum® and confirm the data appears as expected.

Reject the Company

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