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Customers

Visual Mapping​

Procore and Spectrum AR Invoice Visual Mapping

The following Info-Link tables are required when syncing Customers from or to Spectrum:

  1. CR_CUSTOMER_MASTER_MC
  2. CR_TERMS_MASTER_MC
  3. CR_CUSTOMER_CONTACTS_MC
  4. PA_CONTACTS_MASTER

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.

Filters​

Agave can apply default filters for you to sync only a subset of Customers to either Foundation or Procore. For example, you may only want to sync Customers that are active Customers. Let your Agave Account Manager know what filters you would like to apply and we can apply these for you.