How to archive a company record in Procore for the Integration by Ryvit.
If you have a vendor in an integrated ERP system that will no longer be used on future Procore projects and the vendor has been added to Procore's Company Directory, it is recommended that you archive it. This ensures that the vendor record will not longer be used within Procore. When you archive a vendor, the vendor/company will no longer display in the 'Vendors Only in Procore' list on the Vendors tab of the ERP Integrations tool (Note: Archiving a vendor/company record in Procore will not affect the vendor record in the integrated ERP system).
Things to Consider
- Required User Permission:
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- Before you can archive a company record in Procore, you must unlink it from the vendor record it is connected to in Viewpoint® Vista™. See Unlink a Vendor and Company Record for the Integration by Ryvit.
- Navigate to the company's ERP Integrations tool.
This reveals the Integrations page.
- Click the Vendors subtab.
This opens the Vendors list.
- In the 'Vendors Only In <Your Integrated ERP System>' area, click the red 'x' icon to archive the vendor.
This moves the selected record to the 'Archived Vendors' list (Note: Because vendor information is required for historical reference, deleting vendors from Procore is NOT permitted).
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.