Project Financials + Viewpoint® Vista™ Connector
- Last updated
- Save as PDF
Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.
Popular Tutorials (view all)
Top FAQ (view all)
Quick Links
- Viewpoint® Vista™ course on the Procore Learning Portal
- View this integration on Procore's App Marketplace
The 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.
There are no items that match your search query.
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Company for Export to ERP
- Accept or Reject a PCCO for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add Columns to a Budget View for ERP Job Cost Transaction Detail
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add Viewpoint® Vista™ Standard Cost Codes to a Project
- Archive an ERP Company in Procore
- Assign Default Cost Types To ERP Standard Cost Codes
- Configure Advanced Settings: ERP Integrations
- Configure Cost Code Preferences for ERP
- Consolidate and Link ERP Companies to Procore Companies
- Delete a Commitment Synced with ERP
- Edit Synced Direct Cost Transactions
- Enable or Disable ERP Direct Exports
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment to ERP
- Export a PCCO to ERP
- Export a Procore Budget to ERP
- Export a Procore Company Record to ERP
- Export Subcontractor Invoices from Procore to ERP
- Grant Accounting Approver Privileges
- Import a Budget from ERP
- Import a Prime Contract from an Integrated ERP System into Procore
- Import a Viewpoint® Vista™ Vendor Record to Procore
- Link ERP Companies to Procore Companies
- Refresh the Cost Codes on an ERP Integrated Project
- Re-Import a Budget from ERP
- Re-import a Prime Contract from an Integrated ERP System into Procore
- Remove Duplicate Companies from the Company Directory
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project to ERP for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Budget from ERP Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a PCCO from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Sync Job Cost Transactions from an Integrated ERP into Procore
- Sync Viewpoint® Vista™ Payments with Payments Issued in Commitments
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- View an Accountant Report for ERP
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report
- View the Archived Companies List for ERP
Sync Procore Projects with Vista
Sync a Budget with Vista
Import Vendors from Vista
Import a Prime Contract from Vista
Export a Prime Contract Change Order to Vista
Export a Commitment to Vista
Export a Procore CCO to Vista
Export Companies to Vista
Export a Subcontractor Invoice to Vista
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import a Prime Contract
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
The 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.
- Why can't I create WBS custom segments?
- Which budget views should I add to my Procore projects?
- Can I customize the numbering system for financial objects in Procore?
- What is the maximum character length for a commitment's 'Number (#)'?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- What is the accounting approver role?
- What are 'cost types' and how does our ERP integration support them?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- How can I tell if a Procore project is synced with an integrated ERP system?
- Can I change the selected vendor type after a company has been synced?
- What is the maximum character length for a commitment's 'Title'?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- Which integrated ERP systems support the 'cost type' concept?
- How do I export cost forecast data from a Procore budget to ERP
- Why can't I create or activate Procore projects?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
The following workflow diagrams explain the order of operations when creating items in a Procore account using the Integration by Ryvit.
Job Setup
There are two different ways to set up job for the Integration by Ryvit.
Important! Jobs must be created in one location and then imported or exported to the other. Jobs CANNOT be created in both locations and linked together.
Budget Setup
If you are setting up the budget for a Procore + Integration by Ryvit project for the first time, use the workflow below as a guideline.
Notes:
- Important! When setting up a new project in Procore, you must always create the budget in one system and then import or export it to the other system. You cannot create a budget in both systems and then link those budgets at a later time.
Budget Update
If you need to update a budget in Procore after exporting it to Viewpoint® Vista™ with the Integration by Ryvit, use the workflow below as a guideline.
Notes:
- Important! Budget deletions are not currently supported for export to Viewpoint® Vista™.
Create and Export Commitments
Follow the steps below to create commitments in Procore and then export them to Viewpoint® Vista™ with the Integration by Ryvit.
Important! After a Procore project is synced with a Viewpoint® Vista™ job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Viewpoint® Vista™.
Create and Export CCOs
Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Viewpoint® Vista™ with the Integration by Ryvit.
Important! Change orders can only be created from synced commitments.
Import and Re-Import a Prime Contract
Follow the steps outlined below to create a prime contract in the Viewpoint® Vista™ and then use the Integration by Ryvit to import it into Procore. If you make changes to the prime contract in Viewpoint® Vista™ after the initial import, you must re-import it into Procore.
Create and Export PCCOs
Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Viewpoint® Vista™ using the Integration by Ryvit.
Create and Sync Vendors
There are two different ways to sync vendor data between Procore and Viewpoint® Vista™ using the Integration by Ryvit.
Important! Vendors can be created in either Procore or Viewpoint® Vista™.
Export Subcontractor Invoices
The 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.
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
Action | None | Read Only | Standard | Admin | Notes |
---|---|---|---|---|---|
Accept or Reject Cost Codes for Export to ERP |
|
||||
Accept or Reject Owner Invoices for Export to ERP |
|
||||
Accept or Reject Subcontractor Invoices for Export to ERP |
|
||||
Accept or Reject a Budget for Export to ERP |
|
||||
Accept or Reject a CCO for Export to ERP |
|
||||
Accept or Reject a Commitment for Export to ERP |
|
||||
Accept or Reject a Company for Export to ERP |
|
||||
Accept or Reject a PCCO for Export to ERP |
|
||||
Accept or Reject a Project for Export to ERP |
|
||||
Accept or Reject a Sub Job for Export to ERP |
|
||||
Add a Procore Project to your ERP System |
|||||
Add an ERP Company to the Procore Company Directory |
|||||
Add an ERP Job to Procore |
|||||
Archive an ERP Company in Procore |
|||||
Assign Default Cost Types To ERP Standard Cost Codes |
|||||
Configure Advanced Settings: ERP Integrations |
|||||
Configure the Sync Schedule for your ERP Integration |
|||||
Enable or Disable ERP Direct Exports |
|||||
Import a Budget from ERP |
|||||
Import a Prime Contract from an Integrated ERP System into Procore |
|||||
Import an ERP Sub Job to a Procore Project |
|||||
Link ERP Companies to Procore Companies |
|||||
Refresh the Companies List for ERP |
|||||
Refresh the Cost Codes on an ERP Integrated Project |
|||||
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
|
||||
Sync Job Cost Transactions from an Integrated ERP into Procore |
|||||
Sync Paid Invoice Notifications from ERP into Procore |
|||||
Unlink CCOs Synced with ERP |
|||||
Unlink Commitments Synced with ERP |
|||||
Unlink Owner Invoices Synced with ERP |
|||||
Unlink PCCOs Synced with ERP |
|||||
Unlink Subcontractor Invoices Synced with ERP |
|||||
Unlink a Company Synced with ERP |
|||||
View a List of Synced Sub Jobs |
|
|
Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
||
View an Accountant Report for ERP |
|||||
View an ERP Job Costs Report |
|
'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
|
|||
View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
|
||||
View the Archived Companies List for ERP |
|
|
Below are the notable changes to the Integration by Ryvit.
Recent Changes
RELEASE RETAINAGE ON SUBCONTRACTOR INVOICES SYNCED FROM PROCORE (04/05/2023)
Users can now enjoy automatic release of retainage on subcontractor invoices in Viewpoint® Vista™ when a subcontractor invoice is sent over from Procore.
The 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.