Skip to main content
Procore

Configure the Vendor Type Import Settings for Spectrum

Objective

To configure the vendor type import settings for the company's ERP Integrations tool. 

Background

 A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Spectrum vendor types to import into Procore. 

Things to Consider

  • Required User Permissions
    • 'Admin' level permission to the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings 
  3. Click Vendor Type Import Settings.


     
  4. Mark the checkboxes the correspond to the desired Vendor Types.
    Notes:
    • Vendor Types are created in Viewpoint® Spectrum® to give accountants the ability to classify your vendor information in a way that is meaningful to your business.
    • When a checkbox is dimmed, the import filter cannot be cleared because data has already been synced with Procore.

See Also