Skip to main content

Configure the Vendor Type Import Settings for Spectrum


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


 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 Permission: 'Admin' level permission to the ERP Integrations tool.


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

    This reveals a list of vendor types from your Spectrum system.
  4. Mark the checkboxes the correspond to the desired Vendor Types.
    (Note: Vendor Types are created in Spectrum to give accountants the ability to classify your vendor information in a way that is meaningful to your business. In addition, when a checkbox is grayed out and unavailable, the import filter cannot be cleared because the Spectrum data has already been synced with Procore).

See Also