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Integration by Ryvit: Export a Company Record to Viewpoint® Vista™

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Objective

To export a vendor/company record in Procore to an integrated ERP system.

Background

If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process. 

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:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with Integration by Ryvit. See Integration by Ryvit: Setup Guide.

Steps

There are three steps you need to take to export a vendor/company record to your integrated ERP system:

  1. Add a Company in the Project Directory of Add a Company in the Company Directory. 
  2. Send a Procore Company to ERP Integrations for Accounting Acceptance
    Note: If you need to make changes to a vendor/company reord before the data has been accepted by an accounting approver for export, see:
  3. Accept or Reject a Company for Export to 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.