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Procore

Import a Prime Contract into Procore from the Viewpoint® Vista™ Integration by Ryvit

Objective

To import a Prime Contract into Procore from the Viewpoint® Vista™ Integration by Ryvit integration.

Background

If you have created your prime contract in Viewpoint® Vista™ Integration by Ryvit and want to import it into the Prime Contract tool on your company's Procore project, use the Steps below. After your contract is successfully imported, you can then continue to modify and update it in Procore. Should someone in your organization change the prime contract in Viewpoint® Vista™ Integration by Ryvit, you will need to manually sync and re-import your prime contract into Procore. See Re-import a Viewpoint® Vista™ Integration by Ryvit  Prime Contract with Procore.

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • Create a Prime Contract in the Viewpoint® Vista™ Integration by Ryvit.
    • Enabled the Prime Contract tool as an active tab on the Procore project. 
  • Additional Information:

Workflow

Follow the steps outlined below to import a prime contract created in the Viewpoint® Vista™ Integration by Ryvit into Procore. If you make changes to the prime contract after the initial import, you must re-import it into Procore. 

Steps

  1. Navigate to the Company level ERP Integrations tool. 
    This reveals the Viewpoint® Vista™ Integration by Ryvit Integration page.
  2. Click the Prime Contracts tab. 
    This opens the Viewpoint® Vista™ Integration by Ryvit page in the Prime Contracts tab.
  3. Click the Ready to Import link in the right sidebar. 
  4. Locate the desired project's budget in the Viewpoint® Vista™ Integration by Ryvit Prime Contracts Ready to be Imported list. 
  5. Click Add to Procore
    A message in GREEN text confirms when your prime contract has been added to Procore. 

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.