Configure the Vendor Type Import Settings for Viewpoint® Spectrum®
Objective
To configure the vendor type import settings for the company's ERP Integrations tool.
Background
A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Viewpoint® Spectrum® vendor types to import into Procore.
Things to Consider
Required User Permissions:
'Admin' level permission to the ERP Integrations tool.
Steps
Navigate to the company's ERP Integrations tool.
Click Configure Settings .
Click Vendor Type Import Settings.
Mark the checkboxes the correspond to the desired Vendor Types. Notes:
Vendor Types are created in Viewpoint® Spectrum® to give accountants the ability to classify your vendor information in a way that is meaningful to your business.
When a checkbox is dimmed, the import filter cannot be cleared because data has already been synced with Procore.