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Procore

Re-import a Prime Contract into Procore from the Viewpoint® Vista™ Integration by Ryvit

Objective

To re-import a prime contract into Procore from the Viewpoint® Vista™ Integration by Ryvit integration.

Background

The integration between your prime contract in Viewpoint® Vista™ Integration by Ryvit is a one-way sync. This means that you can create a prime contract in Viewpoint® Vista™ Integration by Ryvit and then import it into Procore. You can then choose between (1) continuing by updating and maintaining your prime contract in Procore, or (2) updating and maintaining your prime contract in Viewpoint® Vista™ Integration by Ryvit and then using the steps below to re-import your latest prime contract data into Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool.
      AND
    • 'Admin' level permission on the Project level Prime Contract tool.
  • Prerequisites:
    The instructions below assume the following:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. See Viewpoint® Vista™ Integration by Ryvit: Setup Guide.
    • The Viewpoint® Vista™ Integration by Ryvit prime contract that you want to sync with Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    You will not be able to sync a prime contract when:
    • The prime contract is in unapproved state. 
    • The prime contract does not belong to a synced job.
    • The prime contract has inadvertently been added to two projects in your company's Procore account. 

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 Synced link in the right sidebar. 
  4. Locate the desired project's budget in the Viewpoint® Vista™ Integration by Ryvit Ready to be Imported list. 
  5. Click Re-Import
    Note: If this button is grayed out and unavailable, there are no new line items in the Viewpoint® Vista™ Integration by Ryvit prime contract to import. 

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.