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Procore

Import a Viewpoint® Vista™ Vendor to Procore's Company Directory

Objective

To import 'Active' vendors from Viewpoint® Vista™ Integration by Ryvit into Procore's Company level Directory tool. 

Background

If you are not able to link an existing vendor record from Viewpoint® Vista™  with an existing company record in Procore (see Link a Vista Viewpoint Vendor to a Procore Company), you can use the steps below to import a Vista Viewpoint vendor marked 'Active' into Procore's Company level Directory tool. 

Note: If you want to learn more about how to consolidate vendor records in Viewpoint® Vista™ Integration by Ryvit with the Company Directory, see Consolidate and Link Vista Viewpoint Vendors to Procore Companies.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Directory tool.
  • Prerequisites:
    • Important! Before adding a vendor from Viewpoint® Vista™ Integration by Ryvit to Procore, always check to make sure that a matching vendor record does NOT already exist in Procore. If you do not perform this check, you might end up with duplicate or unlinked vendor/company entries. See Link a Vista Viewpoint Vendor to a Procore Company.
  • Additional Information:
    • New vendor records in Viewpoint® Vista™ Integration by Ryvit must be marked 'Active' to before they appear on the 'Ready to Import' page. Vendors marked 'Inactive' will not be imported. 
    • New company records imported into Procore will automatically inherit the corresponding Viewpoint® Vista™ Integration by Ryvit Vendor ID. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Viewpoint® Vista™ Integration by Ryvit Integration page. 
  2. Click the Vendors tab. 
  3. Under Filters click Ready to Import.
    This reveals the Vendors Only in Viewpoint® Vista™ Integration by Ryvit page. 
  4. Choose from these options:
    • If you want to add the vendor from Viewpoint® Vista™ Integration by Ryvit into Procore's' Company Directory as a new company/vendor record, click Add to Procore. Then continue with the next step. 
      OR
    • If you want to link the vendor record in Viewpoint® Vista™ Integration by Ryvit to a company that already exists in Procore, see Link a Vista Viewpoint Vendor to a Procore Company
  5. Repeat the above step for each vendor in the list. 
    When the system imports the Viewpoint® Vista™ Integration by Ryvit vendor into Procore, its company and any insurance information from Viewpoint® Vista™ Integration by Ryvit is imported.

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.