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Procore

Integration by Procore: Unlink a Synced Viewpoint® Spectrum® Vendor

Objective

To remove the link between a vendor record in Viewpoint® Spectrum® that has been synced to a company record in Procore for the Integration by Procore.

Background 

On occasion, one of your end users might inadvertently create a link between a vendor record in Viewpoint® Spectrum®  and a company record in Procore. When this occurs, simply use the steps below to remove the link between the two records. 

Things to Consider 

  • Required User Permission:
    • 'Admin' level permissions on the ERP Integrations tool.
  • Prerequisites:
    • At least one (1) vendor record in Viewpoint® Vista™ must be linked to a company record in Procore with the Integration by Procore. 

Steps 

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors tab. 
  3. Under Filters, click Synced.
  4. Next to the desired vendor, click Unlink.

See Also