Configure the Vendor Type Import Settings for Viewpoint® Spectrum®

A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Viewpoint® Spectrum® vendor types to import into Procore.

• Required User Permissions:

  • 'Admin' level permission to the ERP Integrations tool.

1. Navigate to the company's ERP Integrations tool.

2. Click Configure Settings .

3. Click Vendor Type Import Settings.

   

4. Mark the checkboxes the correspond to the desired Vendor Types.
   Notes:

   • Vendor Types are created in Viewpoint® Spectrum® to give accountants the ability to classify your vendor information in a way that is meaningful to your business.

   • When a checkbox is dimmed, the import filter cannot be cleared because data has already been synced with Procore.