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Procore

Create and Sync Vendors with the Viewpoint® Vista™ Integration by Ryvit

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Viewpoint® Vista™ Integration by Ryvit. 

Background

The integration between the vendor data in Procore and Viewpoint® Vista™ Integration by Ryvit is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Viewpoint® Vista™ Integration by Ryvit, or (2) From Viewpoint® Vista™ Integration by Ryvit to Procore. To learn the specific steps for creating and syncing data between the two systems, see the topics below. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Workflow

There are two different ways to sync vendor data between Procore and the Viewpoint® Vista™ Integration by Ryvit.

Important! Vendors can be created in either Procore or Viewpoint® Vista™ Integration by Ryvit. 

The Viewpoint® Vista™ 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.

 

 

Steps

  1. Determine where you want to create your company records: In Procore or in Viewpoint® Vista™ Integration by Ryvit. 
  2. If you have created company records in Procore:
  3. If you have created vendor records Viewpoint® Vista™ Integration by Ryvit:

See Also

The Viewpoint® Vista™ 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.