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Procore

Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record

Objective

To remove the link between a vendor record in Viewpoint® Vista™ that has been synced to a company record in Procore for the Integration by Ryvit.

Background

On occasion, one of your end users might inadvertently create a link between a vendor record in Viewpoint® Vista™ and a company record in Procore. When this occurs, simply use the steps below to remove the link between the two records. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the ERP Integrations tool.
  • Prerequisites:

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors tab. 
  3. Under Filters, click Synced.
  4. Next to the desired vendor, click Unlink.

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.