Integration by Procore: Re-import a Viewpoint® Spectrum® Prime Contract
Objective
To re-import a Viewpoint® Spectrum® prime contract using the Integration by Procore.
Background
The integration between your prime contract in Viewpoint® Spectrum® is a one-way sync. This means that you can create a prime contract in Viewpoint® Spectrum® and then import it into Procore. If changes to the original contract value are needed, you will update the prime contract in Viewpoint® Spectrum® and then using the steps below re-import your latest prime contract data into Procore.
Things to Consider
- Required User Permission:
- 'Admin' on the company's ERP Integrations tool.
AND
- 'Admin' on the project's Prime Contracts tool.
- Prerequisites:
The instructions below assume the following:
- The Company level ERP Integrations tool has been configured to work with your company's Procore account. See Integration by Procore: Setup Guide.
- The Viewpoint® Spectrum® prime contract that you want to import into Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
- Additional Information:
The Re-Import button is grayed out and dimmed when:
- The prime contract is in unapproved state.
- The prime contract does not belong to a synced job.
- The prime contract has inadvertently been added to two projects in your company's Procore account.
- The prime contact has already been synced and there are no new unsynced line items.
- The prime contract has Prime Contract Change Orders (PCCOs) in the 'Approved' status. See Integration by Procore: Export a PCCO to Viewpoint® Spectrum®.
- Limitations:
- You can import one (1) Viewpoint® Spectrum® Prime Contract to one (1) Procore project.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Prime Contracts.
- Click Synced.
- Locate the prime contract that you want to re-import in the Viewpoint® Spectrum® Prime Contracts Ready to be Imported list.
- Click Re-Import.