Unlink Commitments Synced with Viewpoint® Vista™
Objective
To sever the connection between a commitment synced between Procore and Viewpoint® Vista™.
Background
When a Procore project's commitments are synced with Viewpoint® Vista™, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data was entered incorrectly. When this occurs, the record first needs to be deleted in Viewpoint® Vista™. Next, use the steps below to unlink the record. Finally, delete or edit the commitment in Procore. You can then re-enter the correct information so it can be re-exported to Viewpoint® Vista™.
Note
To sever the connection between a commitment in Procore and an integrated ERP system, always complete these steps in the order specified:
- Delete the commitment in Viewpoint® Vista™. See your Viewpoint® Vista™ documentation for steps.
- Continue with the Steps below.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
AND - 'Standard' or 'Admin' on the ERP Integrations tool.
AND - The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
- 'Admin' level permissions on the project's Commitments tool.
- Prerequisites:
- Delete the commitment in Viewpoint® Vista™. See your Viewpoint® Vista™ documentation for steps.
- The hourly automatic sync must complete before you'll be able to unlink the Commitment.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Commitment.
- Locate the desired commitment under Commitments - Synced with Viewpoint® Vista™.
- Click Unlink.
- If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
- If the unlink action is not successful, the "The commitment is still in Viewpoint® Vista™. Please delete it before retrying." message appears in RED.