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Procore

Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Integration by Ryvit. 

Background

The integration between the vendor data in Procore and Integration by Ryvit is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Integration by Ryvit, or (2) From Integration by Ryvit to Procore. To learn the specific steps for creating and syncing data between the two systems, see the topics below. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Workflow

There are two different ways to sync vendor data between Procore and Viewpoint® Vista™ using the Integration by Ryvit.

Important! Vendors can be created in either Procore or Viewpoint® Vista™.

 

Steps

  1. Determine where you want to create your company records: In Procore or in Integration by Ryvit. 
  2. If you have created company records in Procore:
  3. If you have created vendor records Integration by Ryvit:

See Also

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.