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Procore

Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs

Objective

To learn the different ways you can sync Procore projects with Integration by Ryvit jobs. 

Background

The Procore integration with Integration by Ryvit is a two-way (a.k.a., bidirectional) integration. This means that you have two options when deciding how you want to sync new projects between the two systems. Your choices are:

  • Create a new project in Procore and then sync it with Integration by Ryvit
    Or
  • Create a new job in Integration by Ryvit and then sync it into Procore

An important thing to note is that if you have an existing job that has already been created in both Procore and Integration by Ryvit, it cannot be synced between the two systems. The sync process described in the Steps below can only be used on new projects/jobs. 

Things to Consider

Workflow

There are two different ways to set up job for the Integration by Ryvit.
Important! Jobs must be created in one location and then imported or exported to the other. Jobs CANNOT be created in both locations and linked together.


Where will you initially set up the job?
Where will you initiall...


Add a Procore Project to Viewpoint® Vista™
Add a Procore Project to...


Create a Job in
Viewpoint® Vista™
Create a Job in...
PROCORE
PROCORE
VIEWPOINT® VISTA™
VIEWPOINT® VIS...


Send a Procore
Project to ERP Integrations for Accounting Acceptance

Send a Procore...


Add a Viewpoint® Vista™ Project to Procore
Add a Viewpoint® Vista...


START
START


Update General Project Information
Update General Project...


END
END
PROJECT EXPORTED
AS A 
VIEWPOINT® VISTA™ JOB
PROJECT EXPORTED...
PROCORE PROJECT SYNCED WITH VIEWPOINT® VISTA™ JOB
PROCORE PROJECT SYNC...


Accept or Reject
a Project for Export to 
Viewpoint® Vista™
Accept or Reject...
Procore
Admin

Procore...
LEGEND
LEGEND
Procore Admin Tool
Procore Admin Tool
Procore Portfolio Tool
Procore Portfolio To...
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Performed in Viewpoint® Vista™ 
Performed in Viewpoint® Vist...

Steps

  1. If you want to create a project in Procore and then sync it as a new job in Integration by Ryvit, follow these steps: Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™
    OR
  2. If you want to create a job in Integration by Ryvit and then sync it as a new job in Procore, follow these steps: Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore

See Also