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Procore

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To view a list of inactive vendors in Viewpoint® Spectrum® that have been archived in Procore.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If you have inactive vendor records in Viewpoint® Spectrum® that have been archived in Procore (see Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore), use the steps below to view the archived vendors list.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

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

 

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