Integration by Procore: View the Archived Vendors List for Viewpoint® Spectrum®

Objective

To view a list of inactive vendors in Viewpoint® Spectrum® that have been archived in Procore. 

Background

If you have inactive vendor records in Viewpoint® Spectrum® that have been archived in Procore (see Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore), use the steps below to view the archived vendors list.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
    Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
• Prerequisites:
  • Archive a Spectrum Vendor in Procore. See Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore.
• Limitations:
  • Spectrum vendors can only be archived when they are not linked to a company in Procore. See Integration by Procore: Unlink a Synced Viewpoint® Spectrum® Vendor.

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click the Vendors tab.
3. Under Filters, click Archived.
   This reveals the archived vendors list.

See Also

• Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore
• Integration by Procore: Unlink a Synced Viewpoint® Spectrum® Vendor.