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Procore

Create and Sync Vendors with Viewpoint Vista

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Viewpoint Vista. 

Background

The integration between the vendor data in Procore and Viewpoint Vista is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Viewpoint Vista, or (2) From Viewpoint Vista to Procore. To learn the specific steps for creating and syncing data between the two systems, see the topics 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.

Workflow

There are two different ways to sync vendor data between Procore and Viewpoint Vista.

Important! Vendors can be created in either Procore or Viewpoint Vista. 

 

Steps

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