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Procore

Viewpoint® Vista™ Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™  to Procore
Viewpoint® Vista™
PROJECTS JC JOBS
COMPANIES AP VENDORS
BUDGETS  JC ORIGINAL ESTIMATES
BUDGET MODIFICATIONS   INTERNAL CHANGE ORDER
COMMITMENTS   SUBCONTRACTS/PURCHASE ORDERS
COMMITMENT CHANGE ORDERS   SL/PO CHANGE ORDERS
JOB COSTS
 
  JOB COSTS
DIRECT COST
 
  JOB COSTS TRANSACTION DETAILS
PRIME CONTRACT   JC CONTRACTS
PRIME CONTRACT CHANGE ORDERS (PCCOs)

 

 JC CHANGE ORDERS
SUBCONTRACTOR INVOICES

 

 AP TRANSACTION ENTRY or AP UNAPPROVED INVOICES

 

 

Projects/Jobs

When a project is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inserts into the various Forms (SQL tables) within the Viewpoint® Vista™ database.  The data that is inserted for projects, populates to the JC Job Master (JCJM) and JC Job Phases (JCJP) forms. 


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™  to Procore
Viewpoint® Vista™
Vista Job ID Job ID1
Project Name Description
Active Project Status
Job Phone Mailing Phone
Address Mailing Address
City Mailing City
State Mailing State
ZIP Mailing Zip
Cost Code
Code
Description
Cost Code2
Phase
Description

Cost Type

Cost Type

1  Export Note: The Viewpoint Job ID is entered manually by an accounting approver when a project is exported from Procore to Vista. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under Project > Admin. This is stored  as the Viewpoint Job ID (you can view it under Company > ERP Integrations > Jobs > Synced) and is then used on other project related exports (Budgets, Commitments, Commitment CO’s, etc)

2 Both Standard and Project specific cost codes (which can be created in Viewpoint® Vista™ manually under JC Job Phases) are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue.

Companies/Vendors

When a Vendor is exported from Procore to Viewpoint® Vista™, a new AP Vendor Master record in the Accounts Payable module in Viewpoint® Vista™.   The vendor setup can be found in AP Vendor Master Form.


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore

Viewpoint® Vista™

ERP Vendor ID1

Vendor

Company Name Name
Address Payment Address: Address
City Payment Address: City
State Payment Address: State
ZIP Payment Address: Zip
Country Payment Address: Country

1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Viewpoint® Vista™. This is stored as the ERP Vendor ID (you can view it under Company > ERP Integrations > Vendors > Synced, or under Company > Directory) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™  to Procore

Viewpoint® Vista™

Original Budget JC Original Estimate
Vista Job ID Job ID
Cost Code Phase
Cost Type Cost Type

Budget Modifications

A Budget Modification will create a JC Change Order in Viewpoint® Vista™.


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Vista Job ID   Job ID
Budget Modification Description (in export screen)   Description
From/To1   Phase/CostType
Transfer Amount   Est Cost

1 Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.

Commitments

When a Commitment is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inputs into the various Forms (Tables) within SQL.  The data that is inserted for Commitments, populates to the SL Subcontract Entry (SLHD & SLIT) or PO Purchase Order Entry (POHD & POIT) forms. 

If the Customer does not have the Purchase Order Module within Viewpoint® Vista™, all Commitments within Procore will be exported into the Subcontract Ledger module within Viewpoint® Vista™.  

The Viewpoint® Vista™ Commitment ID can be defaults from Procore Commitment, or manually by an accounting approver when a commitment is exported from Procore to Viewpoint® Vista™. This is stored as the Vista ID (you can view it under Company > ERP Integrations > Commitments > Synced) and is then used on other commitment related exports (Commitment CO’s).


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
SL Subcontract Entry1
Commitment Header     SL Entry Header
#   Subcontract #
Title   Description
Contract Company2   Vendor
Status   Status
Commitment Item     SL Entry Item
#   Item
Description   Phase Description
Cost Code   Phase
Cost Type   Cost Type
Qty3   Qty
Units3  

UM

 

Unit Cost3   Unit Cost
Line Contract Amount4   Amount
Grand Total   Total Costs
Batch Date   Batch Month
PO Purchase Order Entry1
Commitment Header     PO Entry Header
#   Purchase Order #
Title   Description
Contract Company2   Vendor
Status   Status
Default Retainage   Work Completed Retainage
Commitment Item     PO Entry Item
#   Item
Description   Phase Description
Cost Code   Phase
Cost Type   Cost Type
Qty3   Original Units
Units3  

UM

 

Unit Cost3   Original Unit Cost
Subtotal4   Amount
Grand Total   Total Costs
Batch Date   Batch Month

1 When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for Viewpoint® Vista™.

2 The ERP Vendor ID associated with the Contract Company is used on the import file for Viewpoint® Vista™. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

3 Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

4 The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Commitment Change Orders

When a Commitment Change Order is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inputs into the various Forms (Tables) within SQL.  The data that is inserted for Commitments Change Crders, populates to the SL Subcontract Entry (SLCD) or PO Purchase Order Entry (POCD) forms.

If the Customer does not have the Purchase Order Module within Viewpoint® Vista™, all commitment change orders within Procore will be exported into the Subcontract Ledger module within Viewpoint® Vista™.


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
SL Change Order Entry
Change Orders     SL Change Order
Change Order #1   SL Change Order1
Contract #   SL
Contract Company2   Vendor
#   Item
Description   Description
Date Created   Date
Cost Code   Phase
Cost Type   Cost Type
Qty3   Qty
Units3  

UM

 

Unit Cost3   Unit Cost
Amount   Total
PO Change Order Entry
Change Orders     PO Change Order
#1   PO CO #1
Contract #   Purchase Order
Contract Company2   Vendor
#   Item
Description   Description
Cost Code   Phase
Cost Type   Cost Type
Qty3   Qty

Units3

 

UM

Unit Cost3   Unit Cost
Subtotal   Amount
Grand Total   Total Costs
Batch Date   Batch Month

1In Viewpoint® Vista™ this populates to the Next Sub CO # (has to be completed in order).

2Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

3The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

4Only when a New line item is selected when entering the SOV on the CCO.

Job Cost Transaction Details

If this feature is enabled, all posted cost transaction details are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Direct Cost Type     Cost Type
Invoice   AP Cost (no Commitment)
Subcontractor Invoice   AP Cost (with Commitment)
Payroll   PR Cost
Expense   EQ Cost
Expense   IV Cost
Expense   JC Cost

Prime Contract


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Contract #   Contract
Title   Description
Original Contract Amount   Total Original Contract
#   Item
Description   Description
Contract Amount   Amount

Prime Contract Change Orders


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
#   ACO
Title   Description
Contract Item Code1   Contract Item1
Subtotal + Vertical Markups   ACO Amount
Contract Amount   Est Cost
Grand Total   Revenue

1 If the option to create a new line item on the prime contract was selected during the entry of the PCO in Procore, the accounting approver will be prompted to assign the new Contract item ID number at the time of export. The Contract item Code entered is used to create the new item on the Contract in the Contracts application during this process. This item will be created with no original contract amount, the only value it will have is the approved change amount of the PCCO.

Subcontractor Invoices

COMING SOON

Export from Procore only. When an invoice is exported from Procore to Viewpoint® Vista™, it is automatically posted in the Accounts Payable (AP) module.

Note: The Current Payment Due that is displayed on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices does not include the amount on the invoice for Retainage. Procore will send the Original amount and Retainage Amounts to Viewpoint® Vista™ separately as the Current Payment Due is a calculated amount in Viewpoint® Vista™ Accounts Payable (Original Amount - Retainage).


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
AP Invoice Header
Invoice     AP Transaction Entry or AP Unapproved Invoices
    APCo
    UIMth
    VendorGroup
Contract Company   Vendor
ERP ID1   APRef
Description2   Description
Billing Date3   InvDate
    DiscDate
    DueDate
Total Completed and Stored to Date   InvTotal
    PayControl
    PayMethod
    PrePaidYN
    PrePaidChk
    PrePaidDate
    PrePaidMth
    CMCo
    CMAcct
    SeparatePayYN
    V1099YN
    V1099Type
    V1099Box
    Notes
AP Invoice Detail
Invoice     AP Transaction Entry or AP Unapproved Invoices
    APCo
    LineType
Description of Work   Description
    JCCo
Project #   Job
    PhaseGroup
Cost Code   Phase
Budget Code   JCCType
    GLCo
    GLAcct
    PO
    POItem
    POItemLine
    SL
    SLItem
    ReviewerGroup (applies to AP Unapproved Invoices only)
    UM
    Units
    UnitCost
Work Completed this Period   GrossAmt
    MiscYN
    MiscAmt
    DiscountPCT
    Discount
Work Retainage   Retainage
    PayType
    Notes

The Invoice Number from the Subcontractor Invoice entered in Procore will prefill into the ERP ID field on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices, however the accounting approver can modify this before the Invoice is exported from Procore to Viewpoint® Vista™. The value that was entered in the ERP ID field at the time of export is stored as the Viewpoint® Vista™ ID (you can view it in the Synced section under in the ERP Integrations tool under Subcontractor Invoices).

The description for an invoice that will be created in Viewpoint® Vista™ can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in Viewpoint® Vista™

This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.