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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™.

 

Create a Vendor in Viewpoint® Vista™  
Create a Vendor in Vie...
VIEWPOINT® VISTA™
VIEWPOINT® VISTA™

 

START
START

 

END
END

 

Where did you create the Vendor/Company record?
Where did you create the...

 

Does the matching company record already exist in Procore?
Does the matching company recor...

 

Where did you create the Company in Procore?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Import a Viewpoint® Vista™ Vendor Record to Procore
Import a Viewpoint® Vis...

 

Does the matching vendor record already exist in Viewpoint® Vista™ ?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Viewpoint® Vista™  Vendors and Procore Company Records
Link Viewpoint® Vista™  V...

 

Export a Vendor/Company to Viewpoint® Vista™ 
Export a Vendor/Company...
PROCORE
PROCORE
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

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.