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Procore

Integration by Procore: Sync Procore Projects with Viewpoint® Spectrum® Jobs

Objective

To sync a Procore project with a Viewpoint® Spectrum®  job. 

Background

The are two methods for syncing projects and jobs:

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Limitations:
    • You can only link new Viewpoint® Spectrum® jobs to new Procore projects (or new Procore projects to new jobs).
    • You cannot link new or existing Viewpoint® Spectrum® jobs to existing Procore projects. 
    • You cannot link new or existing Procore projects to existing Viewpoint® Spectrum® jobs.

Demo

Workflows

Steps

There are two (2) ways to sync a Viewpoint® Spectrum®  job with a Procore project. The steps to follow depend upon whether you create the job/project in Viewpoint® Spectrum®  or Procore: 

See Also