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Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory


To take a new vendor record in Viewpoint® Spectrum® and add it as a new company record in Procore's Company Directory using the Integration by Procore.


If you create vendor records in Viewpoint® Spectrum®, the Integration by Procore provides you with the ability to use that record to create a corresponding company record into Procore's Directory tool. It also creates a permanent link between the two records, so you then future updates entered in Viewpoint® Spectrum® to its match in Procore. 

IMPORTANT! Always check your company's Directory tool to ensure a matching record doesn't already exist before using the steps below. 

Things to Consider


  1. Navigate to the company's ERP Integrations tool
  2. Click the Vendors tab. 
  3. Under Filters, click Ready to Import
  4. Review the 'Vendors Only in Viewpoint® Spectrum®' list. 
  5. For each listed vendor, check to see if there is a matching company record in Procore's Company Directory. Then choose from these options:
  6. Repeat the previous step for every vendor in the list.