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Procore

Link a Viewpoint Vista Vendor to a Procore Company

Objective

To link active Viewpoint Vista vendors to their matching company listing in your Procore account's Company level Directory so that you can create commitments in Procore and push them to Viewpoint Vista.

Background

To learn more about the recommended way of consolidating your Viewpoint Vista vendors with your Procore Company level Directory, see Consolidate and Link Vendors/Companies

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Directory tool. 
  • Recommendations:
    • Its strongly recommended that you use the steps below you add any new company/vendor entries to your company's or project's Directory tool.
    • If you have any inactive vendor records in Viewpoint Vista that you will not need to use on one of your company's projects, archive those vendors in Procore. See Archive a Viewpoint Vista Vendor in Procore
  • Limitations:
    • After a vendor record from Viewpoint Vista is linked to a company record in Procore, any 'Address' changes are not synced between the two systems. This is because the 'Address' in Viewpoint Vista pertains to the vendor's payment address, which may be different from the mailing address that your project management team needs to use for job related correspondence.

Tasks

There are two ways to link vendors in Viewpoint Vista to companies in Procore:

Link Vendor Records to Suggested Procore Matches

  1. Navigate to the company's ERP Integrations tool. 
    The Integrations page appears. 
  2. Click the Vendors tab.



    The Vendors Only In Viewpoint Vista list appears.
  3. Under Filters, do the following:
    1. Click Ready to Import
    2. Place a checkmark in the Show Suggested Procore Matches box.



      This filters the list to show all of the vendors in Viewpoint Vista with an exact match in your account's Company Directory.
  4. Review the matching items on the list. Then:
    • If all of the listed matches are correct, click Link All.
      OR
    • If you want to link only specific matches, click Link next to the desired line item.
      OR
    • If you will NOT be using the vendor for any of your company's jobs/projects, you can archive it by clicking the RED 'x'. The moves the line item to the Archived filter. 

Link Vendor Records to Existing Companies

  1. Navigate to the company's ERP Integrations tool. 
    The Integrations page appears. 
  2. Click the Vendors tab.



    The Vendors Only In Viewpoint Vista list appears.
  3. Under Filters, do the following:
    1. Click Ready to Import
    2. Remove the checkmark in the Show Suggested Procore Matches box.



      This filters the list to show all of the vendors in Viewpoint Vista that are ready to import to your account's Company Directory. It is recommended that you now search the directory for approximate matches that can be linked. 

EXAMPLES
Sometimes, a vendor record in Viewpoint Vista might be an approximate match to a company record in Procore. The only difference is how the company name was spelled when it was originally entered in each system. Some examples of approximate matches that you might want to link include:

Viewpoint Vista: A.B.C. Plumbing Inc. 
Procore: ABC Plumbing, Inc. 

Viewpoint Vista: Anderson Door Co. 
Procore: Anderson Door Company. 

Viewpoint Vista: McConnells Construction
Procore: McConnell's Construction 

  1. Locate the desired line item, click Link to Existing Company.
    This reveals a blank text box and a 'Link' button.
  2. In the text box, begin typing. If an appropriate match appears, you can select it in the list and then click Link.


     

See Also