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Procore

Integration by Procore: Create and Sync Viewpoint® Spectrum® Vendors and Procore Companies

Objective

To create and sync Viewpoint® Spectrum® vendor and Procore company records using the Integration by Procore.

Background

For vendor/company records, the Integration by Procore provides users with a two-way sync (a.k.a., bidirectional sync) between the Directory tools for your Procore projects and Viewpoint® Spectrum® jobs. This means data can either be synced (1) From Procore to Viewpoint® Spectrum®, or (2) From Viewpoint® Spectrum® to Procore. To learn the steps to create and sync data between these two systems, review the information below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Demo

Workflow

 

Create a Vendor in Viewpoint® Spectrum®
Create a Vendor in Vie...
PROCORE
PROCORE
SPECTRUM
SPECTRUM

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the...

 

Does the matching company record already exist in Procore?
Does the matching company recor...

 

Where did you create the Company in Procore?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Add a Viewpoint® Spectrum® Vendor to Procore's Company Directory
Add a Viewpoint® Spectr...

 

Does the matching vendor record already exist in Viewpoint® Spectrum®?
Does the matching vendor record already e...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in Viewpoint® Spectrum® to Matching Companies in Procore
Link Vendors in Viewpoint®...

 

Export a Vendor/Company to Viewpoint® Spectrum®
Export a Vendor/Company t...

 

Steps

  1. Determine where you want to create your company records: In Procore or in Viewpoint® Spectrum®. 
  2. If you have created company records in Procore:
  3. If you have created vendor records in Viewpoint® Spectrum®: