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Procore

Integration by Ryvit: Setup Guide

Overview

To set up and configure the Integration by Ryvit to connect Procore to Viewpoint® Vista™.

Preparation Phase

To prepare for the set up and configuration process, complete these steps:

Note: Tasks marked with an asterisk (*) below will be performed by your Procore point of contact.

  1. Send a request to your Procore point of contact to discuss your company's specific requirements and goals:
  2. Your Procore point of contact will coordinate with the individual who has been designated as your company's Procore Administrator to complete these tasks:

Integration Phase

After the connection is configured, you will need to complete these steps:

  1. Remove Duplicate Company Records from the Company Directory
  2. Contact your Procore point of contact to perform an initial sync with the Integration by Ryvit connector. 
    Tip! See How often can I sync data using the Integration by Ryvit connector?
  3. Configure Cost Code Preferences for the Integration by Ryvit
  4. Consolidate and Link Vendor and Company Records for the Integration by Ryvit 
    Note: In Viewpoint® Vista™ company records are referred to as "vendors." In Procore, they are referred to as "companies."
  5. Create a New Procore Project with the Integration by Ryvit

Management Phase

See the Integration by Ryvit: User Guide for a complete list of tutorials and FAQs.

The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.

 

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