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Procore

Sync Procore Projects with Jobs from the the Viewpoint® Vista™ Integration by Ryvit

Objective

To learn the different ways you can sync Procore projects with Viewpoint® Vista™ Integration by Ryvit jobs. 

Background

The Procore integration with Viewpoint® Vista™ Integration by Ryvit is a two-way (a.k.a., bidirectional) integration. This means that you have two options when deciding how you want to sync new projects between the two systems. Your choices are:

  • Create a new project in Procore and then sync it with Viewpoint® Vista™ Integration by Ryvit
    Or
  • Create a new job in Viewpoint® Vista™ Integration by Ryvit and then sync it into Procore

An important thing to note is that if you have an existing job that has already been created in both Procore and Viewpoint® Vista™ Integration by Ryvit, it cannot be synced between the two systems. The sync process described in the Steps below can only be used on new projects/jobs. 

Things to Consider

Demo

Workflow

There are two different ways to set up job with the Viewpoint® Vista™ Integration by Ryvit.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.

Steps

  1. If you want to create a project in Procore and then sync it as a new job in Viewpoint® Vista™ Integration by Ryvit, follow these steps: Add a Procore Project to Viewpoint® Vista™ Integration by Ryvit
    OR
  2. If you want to create a job in Viewpoint® Vista™ Integration by Ryvit and then sync it as a new job in Procore, follow these steps: Add a Viewpoint® Vista™ Integration by Ryvit Job to Procore

See Also