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Procore

Accept or Reject a Company for Export to Viewpoint Vista

Objective

To add a new vendor in your integrated ERP system by exporting a company record from Procore's Company Directory. 

Background

If your Procore Company Directory contains a company/vendor record that does not exist in your integrated ERP system, you can export that record from Procore into your integrated ERP system. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Viewpoint Vista Integration page. 
  2. Click the Vendors tab.

    vv-vendors-tab.png
     
  3. In the Filters menu, click Ready to Export.

    vv-filters-ready-to-export.png

    This opens the Companies Only in Procore page.
    Note: For a company record to appear as a line item in this table, you must first complete the steps in Send a Procore Company to ERP Integrations for Accounting Acceptance.
  4. Review the vendors/companies in the list. Then do the following:

Accept the Company  

  1. In the Ready to Export page, locate the desired vendor/company in the Companies Only in Procore table: 

    vv-companies-only-in-procore.png
     
  2. Accept the vendor for export as follows:
    Note: For a vendor record to appear in this table, a user must first complete the steps in Send a Procore Company to ERP Integrations for Accounting Acceptance.
    1. Accept. Choose this option button to indicate that you are accepting the item for export.

    2. Viewpoint Vista Vendor ID. Enter the Viewpoint Vista ID for the vendor in this box.

    3. Export. Click this button to export the selected item. 
      This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful. 

Reject the Company

  1. In the Ready to Export page, locate the desired vendor/company in the Companies Only in Procore table:

    vv-reject-vendor.png
     
  2. Reject the vendor as follows:
    1. Reject. Choose this option button to indicate that you are rejecting the item for export.

    2. Enter a Comment. Type a reason for your rejection in this box.

    3. Reject. Click this button to reject the item.

      This rejects the vendor/company record. It is not imported into the integrated ERP system.
      Note: 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.

See Also