To configure the automatic data synchronization schedule for the Integration by Procore: Connect Procore to Viewpoint® Spectrum® connector.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the ERP Integrations tool.
- Additional Information:
You can configure the sync schedule for the following items:
- Standard and Project Cost Codes and Project Job Costs
- Viewpoint® Spectrum® Vendor list
- Viewpoint® Spectrum® Job List
- Navigate to the company's ERP Integrations tool.
- Click Configure Settings .
- Click the Sync Schedule link in the right pane.
- Under the Sync Schedule area, choose Hourly, Every 4 Hours, Daily (this is the default setting), or Never from the corresponding drop-down list :
- Sync Standard and Project Cost Codes and Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs.
- Refresh Viewpoint® Spectrum® Vendor List. This automatically syncs the vendor list in Viewpoint® Spectrum® .
- Refresh Viewpoint® Spectrum® Job List. This automatically syncs the job list in Viewpoint® Spectrum® .
- Click Update.