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Procore

Configure the Sync Schedule for Spectrum

Objective

To configure the automatic data synchronization schedule for the Procore and Spectrum integration.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    • Standard and Project Cost Codes and Project Job Costs
    • Spectrum  Vendor list
    • Spectrum  Job List

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Spectrum  Integration page. 
  2. Click Configure Settings .
  3. Click the Sync Schedule link in the right pane.


     
  4. Under the Sync Schedule area, choose Hourly, Every 4 HoursDaily (this is the default setting), or Never from the corresponding drop-down list :
    • Sync Standard and Project Cost Codes and Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. 
    • Refresh Spectrum Vendor List. This automatically syncs the vendor list in Spectrum . 
    • Refresh Spectrum Job List.  This automatically syncs the job list in Spectrum 
  5. Click Update.

See Also