To take a new vendor record in Viewpoint® Spectrum® and add it as a new company record in Procore's Company Directory using the Integration by Procore.
If you create vendor records in Viewpoint® Spectrum®, the Integration by Procore provides you with the ability to use that record to create a corresponding company record into Procore's Directory tool. It also creates a permanent link between the two records, so you then future updates entered in Viewpoint® Spectrum® to its match in Procore.
IMPORTANT! Always check your company's Directory tool to ensure a matching record doesn't already exist before using the steps below.
Repeat the previous step for every vendor in the list.