Skip to main content
Procore

Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™

  1. Last updated
  2. Save as PDF

Objective

To re-import a prime contract into Procore from the Integration by Ryvit integration.

Background

The integration between your prime contract in Integration by Ryvit is a one-way sync. This means that you can create a prime contract in Integration by Ryvit and then import it into Procore. You can then choose between (1) continuing by updating and maintaining your prime contract in Procore, or (2) updating and maintaining your prime contract in Integration by Ryvit and then using the steps below to re-import your latest prime contract data into Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool.
      AND
    • 'Admin' level permission on the Project level 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 Ryvit: Setup Guide.
    • The Integration by Ryvit prime contract that you want to sync with Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    You will not be able to sync a prime contract 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. 

Workflow

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.

 
Did you create or update the project's prime contract?
Did you create or update the p...

 
Update a Prime Contract in Viewpoint® Vista™
Update a Prime Contrac...
CREATE
CREATE
UPDATE
UPDATE

 

 
START
START

 
Import a Prime Contract into Procore
Import a Prime Contrac...

 
Re-import a Prime Contract into Procore
Re-import a Prime Cont...
Create a Prime Contract in Viewpoint® Vista™
Create a Prime Contrac...

 
END
END
IMPORTED TO PROCORE
IMPORTED TO PROCORE
RE-IMPORTED TO PROCORE
RE-IMPORTED TO PROCORE
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

Steps

  1. Navigate to the Company level ERP Integrations tool. 
    This reveals the Integration by Ryvit Integration page.
  2. Click the Prime Contracts tab. 
    This opens the Integration by Ryvit page in the Prime Contracts tab.
  3. Click the Synced link in the right sidebar. 
  4. Locate the desired project's budget in the Integration by Ryvit Ready to be Imported list. 
  5. Click Re-Import. 
    Note: If this button is grayed out and unavailable, there are no new line items in the Integration by Ryvit prime contract to import. 

See Also

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.