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Configure the Vendor Type Import Settings for Viewpoint® Spectrum®

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Objective

To configure the vendor type import settings for the company's ERP Integrations tool. 

Background

 A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Viewpoint® Spectrum® vendor types to import into Procore. 

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permission to the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings icons-settings-gear.png. 
  3. Click Vendor Type Import Settings.

    vendor-import-type-settings.png
     
  4. Mark the checkboxes the correspond to the desired Vendor Types.
    Notes:
    • Vendor Types are created in Viewpoint® Spectrum® to give accountants the ability to classify your vendor information in a way that is meaningful to your business.
    • When a checkbox is dimmed, the import filter cannot be cleared because data has already been synced with Procore.

See Also