Integration by Procore: Export a Procore Company Record to Viewpoint® Spectrum®
Objective
To export a Procore company record to Viewpoint® Spectrum®.
Background
If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process.
Things to Consider
- Required User Permissions:
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Viewpoint® Spectrum®. See Viewpoint® Spectrum®: Setup Guide.
Steps
There are three (3) steps you need to take to export a company record from Procore to Viewpoint® Spectrum®:
- Add a Company in the Project Directory of Add a Company in the Company Directory
- Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance
Note: If you need to make changes to a vendor/company record before the data has been accepted by an accounting approver for export to Viewpoint® Spectrum®, see: - Integration by Procore: Accept or Reject a Vendor/Company for Export to Viewpoint® Spectrum®