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Procore

Integration by Procore: Unlink Commitments Synced with Viewpoint® Spectrum®

Objective

To sever the connection between a commitment synced between Procore and Viewpoint® Spectrum®.

Background

When a Procore project's commitments are synced with Viewpoint® Spectrum®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data was entered incorrectly. When this occurs, the records in both systems will need to be deleted manually. Then the correct information must be re-entered in Procore and exported to the integrated ERP system.

 Note

To sever the connection between a commitment in Procore and an integrated ERP system, always complete these steps in the order specified:

  1. Delete the commitment in Viewpoint® Spectrum®. See your Viewpoint® Spectrum® documentation for steps.
  2. Continue with the Steps below. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool. 
      AND
    • 'Standard' or 'Admin' 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. 
  • Prerequisites:
    • Delete the commitment in Viewpoint® Spectrum®. See your Viewpoint® Spectrum® documentation for steps.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Commitment
  3. Locate the desired commitment under Commitments - Synced with Viewpoint® Spectrum®
  4. Click Unlink.
    • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
    • If the unlink action is not successful, the "The commitment is still in Viewpoint® Spectrum®. Please delete it before retrying." message appears in RED. 

See Also