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ERP Integrations: Unlink CCOs Synced with the Integration by Ryvit

This announcement represents a single point in time. Future releases may impact the information below.

  Feature Released: May 18, 2021


New Unlink Button for CCOs Synced with the Integration by Ryvit

Connecting Procore to Viewpoint® Vista™

When a Commitment Change Order (CCO) in a Procore project is synced with Viewpoint® Vista™ using the Integration by Ryvit, a link is created between the records stored in each system. Sometimes, users will inadvertently export a CCO from Procore and then discover that the exported data was incorrect. When this occurs, the link between the systems will first need to be deleted manually using the new Unlink button. Prior to this update, a user with 'Admin' level permission was required to send a email request to reset the CCO then users had to wait for the request to be processed. Now, a user with the appropriate permissions can perform that step on his or her own.

Example

unlink-commitments-synced-with-erp.png

If you would like to ask questions or share any feedback, please contact support@procore.com.