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.
- 'Admin' level permission on the ERP Integrations tool.
Demo
Workflow
Steps
- Determine where you want to create your company records: In Procore or in Viewpoint® Spectrum®.
- If you have created company records in Procore:
- First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory.
- Next, determine if the matching vendor record exists in Viewpoint® Spectrum®:
- If the matching record exists in Viewpoint® Spectrum®, see Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
OR - If the matching vendor record does NOT exist in Viewpoint® Spectrum®, see Integration by Procore: Export a Procore Company Record to Viewpoint® Spectrum®.
- If the matching record exists in Viewpoint® Spectrum®, see Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
- If you have created vendor records in Viewpoint® Spectrum®:
- Determine if the matching company record exists in Procore. Then:
- If the matching company record exists in Procore, see Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
OR - If the matching company record does NOT exist in Procore, see Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory.
- If the matching company record exists in Procore, see Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
- Determine if the matching company record exists in Procore. Then:
See Also
- Integration by Procore: Consolidate and Link Viewpoint® Spectrum® Vendors to Procore Companies
- Integration by Procore: Consolidate Duplicate Vendors in the Company Directory
- Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company
- Integration by Procore: Unlink a Synced Viewpoint® Spectrum® Vendor
- Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore
- Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor for ERP Integrations