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How to Use the Spectrum Integration in Followup CRM

In this article, you'll learn how to use the Spectrum integration to sync jobs, customers, and change requests between Spectrum and Followup CRM.

Overview

The Spectrum integration allows Followup CRM to exchange data with Spectrum through Viewpoint’s API.

This helps your team keep important project and customer information aligned between both systems. Depending on your setup and available API permissions, Followup CRM may be able to read data from Spectrum and send updates back to Spectrum.

The integration supports key workflows for:

  • Jobs
  • Customers
  • Change Requests
 

Step-by-Step Instructions

🔐 1. Confirm Spectrum Access

Before using the Spectrum integration, confirm that your company has Spectrum integration access enabled in Followup CRM.

You may also need:

  • Admin access in Followup CRM
  • Valid Spectrum/Viewpoint credentials
  • Permission to connect or manage ERP integrations
  • Access to the correct Spectrum company or environment

If you do not see Spectrum as an available integration, contact your Followup CRM admin or support team.

⚙️ 2. Open ERP Integration Settings

  1. Click your name in the top-right corner.
  2. Select Company Settings.
  3. Open ERP Integration or Integrations.
  4. Select Spectrum or Viewpoint/Spectrum, depending on your account setup.

📸 Screenshot Placeholder: ERP Integration settings with Spectrum selected

🔗 3. Connect to Spectrum

  1. Enter the required Spectrum/Viewpoint connection details.
  2. Save the connection.
  3. Confirm the connection status shows as connected or active.

If the connection fails, review the credentials and confirm that your Spectrum/Viewpoint account has API access.

📸 Screenshot Placeholder: Spectrum connection settings

👷 4. Sync Jobs

Use the Jobs sync to bring Spectrum job data into Followup CRM or update Spectrum with supported job information from Followup.

Depending on your setup, you may be able to:

  • Search for Spectrum jobs
  • Link a Spectrum job to a Followup project
  • Pull job details into Followup
  • Send supported project/job updates back to Spectrum

📸 Screenshot Placeholder: Spectrum job sync or project ERP options

Before syncing, confirm that the job number and customer information are correct.

🏢 5. Sync Customers

Use the Customers sync to connect Spectrum customers with Followup companies.

Depending on your setup, you may be able to:

  • Search for Spectrum customers
  • Link a Spectrum customer to a Followup company
  • Pull customer information into Followup
  • Send supported customer updates back to Spectrum

📸 Screenshot Placeholder: Company record with Spectrum customer sync options

Make sure customer names, customer numbers, and contact details are accurate before syncing.

🔄 6. Sync Change Requests

Use Change Request sync to exchange supported change request information between Spectrum and Followup CRM.

Depending on your setup, you may be able to:

  • View Spectrum change requests
  • Link change requests to Followup records
  • Pull change request details into Followup
  • Send supported updates back to Spectrum

📸 Screenshot Placeholder: Change request sync area

Some change request fields may be read-only depending on Viewpoint API support.

✅ 7. Review Sync Results

After syncing, review the record in Followup CRM.

Check that:

  • The correct Spectrum record is linked
  • Required fields are populated
  • Status values are correct
  • Amounts, dates, and customer information are accurate
  • No duplicate records were created

📸 Screenshot Placeholder: Synced Spectrum data on a Followup record

⚠️ 8. Review Sync Errors

If a sync fails, Followup CRM may display an error message.

Common reasons include:

  • Missing required fields
  • Invalid credentials
  • Missing permissions
  • Duplicate records
  • Spectrum/Viewpoint API issue
  • Unsupported write operation

If the error does not explain how to fix the issue, contact your admin or Followup CRM support.

Result

After completing these steps, your team can connect Spectrum with Followup CRM and sync supported Jobs, Customers, and Change Requests between the two systems.
 

Best Practices

✅ Confirm data before syncing
Review names, numbers, dates, statuses, and amounts before sending data between systems.

✅ Avoid duplicate records
Search for existing Spectrum records before creating or linking new ones.

✅ Check sync direction
Some fields may sync from Spectrum to Followup, while others may sync from Followup to Spectrum.

✅ Review errors carefully
Most sync errors are caused by missing fields, invalid credentials, or unsupported operations.

✅ Confirm permissions
Users may need admin or integration-level access to connect and manage Spectrum sync.

✅ Validate important updates
After syncing, confirm the update appears correctly in both Followup CRM and Spectrum.

Happy Selling!