Integration by Ryvit: Export a Company Record to Viewpoint® Vista™
Objective
Background
Things to Consider
- Required User Permissions:
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with Integration by Ryvit. See Integration by Ryvit: Setup Guide.
Steps
There are three steps you need to take to export a vendor/company record to your integrated ERP system:
- Add a Company in the Project Directory of Add a Company in the Company Directory.
- Send a Procore Company to ERP Integrations for Accounting Acceptance
Note: If you need to make changes to a vendor/company reord before the data has been accepted by an accounting approver for export, see: - Accept or Reject a Company for Export to Integration by Ryvit