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Procore

Integration by Procore: Create and Sync Viewpoint® Spectrum® Vendors and Procore Companies

Objective

To create and sync Viewpoint® Spectrum® vendor and Procore company records using the Integration by Procore.

Background

For vendor/company records, the Integration by Procore provides users with a two-way sync (a.k.a., bidirectional sync) between the Directory tools for your Procore projects and Viewpoint® Spectrum® jobs. This means data can either be synced (1) From Procore to Viewpoint® Spectrum®, or (2) From Viewpoint® Spectrum® to Procore. To learn the steps to create and sync data between these two systems, review the information below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Demo

Workflow

 

Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the Ve...

 

Does the matching company record already exist in Procore?
Does the matching company record...

 

Where did you create the Company in Procore?
Where did you create the C...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...

 

Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...

 

Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

Steps

  1. Determine where you want to create your company records: In Procore or in Viewpoint® Spectrum®. 
  2. If you have created company records in Procore:
  3. If you have created vendor records in Viewpoint® Spectrum®: