Integration by Procore: Export a Procore Company Record to Viewpoint® Spectrum®

Objective

To export a Procore company record to Viewpoint® Spectrum®.  

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. See Grant Accounting Approver Privileges.
• Prerequisites:
  • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Viewpoint® Spectrum®. See Viewpoint® Spectrum®: Setup Guide.

Steps

There are three (3) steps you need to take to export a company record from Procore to Viewpoint® Spectrum®:

1. Add a Company in the Project Directory of Add a Company in the Company Directory
2. Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance
   Note: If you need to make changes to a vendor/company record before the data has been accepted by an accounting approver for export to Viewpoint® Spectrum®, see:
   • Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance
   • Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance
3. Integration by Procore: Accept or Reject a Vendor/Company for Export to Viewpoint® Spectrum® 

See Also

• Are accounting approvers notified when there are ERP items awaiting acceptance in the ERP Integrations tool?