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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 tri-right-arrow-orange.png tri-left-arrow-green.png JC JOBS
COMPANIES tri-right-arrow-orange.png tri-left-arrow-green.png AP VENDORS
BUDGETS  tri-right-arrow-orange.png tri-left-arrow-green.png JC ORIGINAL ESTIMATES
BUDGET MODIFICATIONS tri-right-arrow-orange.png   INTERNAL CHANGE ORDER
COMMITMENTS tri-right-arrow-orange.png   SUBCONTRACTS/PURCHASE ORDERS
COMMITMENT CHANGE ORDERS tri-right-arrow-orange.png   SL/PO CHANGE ORDERS
JOB COSTS
 
  tri-left-arrow-green.png JOB COSTS
FORECASTING/PROJECTIONS tri-right-arrow-orange.png   PROJECTED COST
DIRECT COST
 
  tri-left-arrow-green.png JOB COSTS TRANSACTION DETAILS
PRIME CONTRACT   tri-left-arrow-green.png JC CONTRACTS
PRIME CONTRACT CHANGE ORDERS (PCCO's) tri-right-arrow-orange.png

 

 JC CHANGE ORDERS

SUBCONTRACTOR INVOICES

tri-right-arrow-orange.png

 

 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 tri-right-arrow-orange.png tri-left-arrow-green.png Job ID1
Project Name tri-right-arrow-orange.png tri-left-arrow-green.png Description
Active Project tri-right-arrow-orange.png tri-left-arrow-green.png Status
Job Phone tri-right-arrow-orange.png tri-left-arrow-green.png Mailing Phone
Address tri-right-arrow-orange.png tri-left-arrow-green.png Mailing Address
City tri-right-arrow-orange.png tri-left-arrow-green.png Mailing City
State tri-right-arrow-orange.png tri-left-arrow-green.png Mailing State
ZIP tri-right-arrow-orange.png tri-left-arrow-green.png Mailing Zip
Cost Code
Code
Description
tri-right-arrow-orange.png tri-left-arrow-green.png Cost Code2
Phase
Description

Cost Type

tri-right-arrow-orange.png tri-left-arrow-green.png

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

tri-right-arrow-orange.png tri-left-arrow-green.png

Vendor

Company Name tri-right-arrow-orange.png tri-left-arrow-green.png Name
Address tri-right-arrow-orange.png tri-left-arrow-green.png Payment Address: Address
City tri-right-arrow-orange.png tri-left-arrow-green.png Payment Address: City
State tri-right-arrow-orange.png tri-left-arrow-green.png Payment Address: State
ZIP tri-right-arrow-orange.png tri-left-arrow-green.png Payment Address: Zip
Country tri-right-arrow-orange.png tri-left-arrow-green.png 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 tri-right-arrow-orange.png tri-left-arrow-green.png JC Original Estimate
Vista Job ID tri-right-arrow-orange.png tri-left-arrow-green.png Job ID
Cost Code tri-right-arrow-orange.png tri-left-arrow-green.png Phase
Cost Type tri-right-arrow-orange.png tri-left-arrow-green.png 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 tri-right-arrow-orange.png   Job ID
Budget Modification Description (in export screen) tri-right-arrow-orange.png   Description
From/To1 tri-right-arrow-orange.png   Phase/CostType
Transfer Amount tri-right-arrow-orange.png   Est Cost

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

Forecasting/Projections

A Forecasting export will create a JC Cost Projection in Viewpoint® Vista™.


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Vista Job ID tri-right-arrow-orange.png   Job ID
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Estimated Cost at Completion tri-right-arrow-orange.png   Projected Cost (ProjFinalCost)

 

*You can also manually add a Batch Date within the Procore export screen which will export to the Batch Month in Vista for this transaction. 

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
# tri-right-arrow-orange.png   Subcontract #
Title tri-right-arrow-orange.png   Description
Contract Company2 tri-right-arrow-orange.png   Vendor
Status tri-right-arrow-orange.png   Status
Commitment Item     SL Entry Item
# tri-right-arrow-orange.png   Item
Description tri-right-arrow-orange.png   Phase Description
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Qty3 tri-right-arrow-orange.png   Qty
Units3 tri-right-arrow-orange.png  

UM

 

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

UM

 

Unit Cost3 tri-right-arrow-orange.png   Original Unit Cost
Subtotal4 tri-right-arrow-orange.png   Amount
Grand Total tri-right-arrow-orange.png   Total Costs
Batch Date tri-right-arrow-orange.png   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 tri-right-arrow-orange.png   SL Change Order1
Contract # tri-right-arrow-orange.png   SL
Contract Company2 tri-right-arrow-orange.png   Vendor
# tri-right-arrow-orange.png   Item
Description tri-right-arrow-orange.png   Description
Date Created tri-right-arrow-orange.png   Date
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Qty3 tri-right-arrow-orange.png   Qty
Units3 tri-right-arrow-orange.png  

UM

 

Unit Cost3 tri-right-arrow-orange.png   Unit Cost
Amount tri-right-arrow-orange.png   Total
PO Change Order Entry
Change Orders     PO Change Order
#1 tri-right-arrow-orange.png   PO CO #1
Contract # tri-right-arrow-orange.png   Purchase Order
Contract Company2 tri-right-arrow-orange.png   Vendor
# tri-right-arrow-orange.png   Item
Description tri-right-arrow-orange.png   Description
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Qty3 tri-right-arrow-orange.png   Qty

Units3

tri-right-arrow-orange.png  

UM

Unit Cost3 tri-right-arrow-orange.png   Unit Cost
Subtotal tri-right-arrow-orange.png   Amount
Grand Total tri-right-arrow-orange.png   Total Costs
Batch Date tri-right-arrow-orange.png   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   tri-left-arrow-green.png AP Cost (no Commitment)
Subcontractor Invoice   tri-left-arrow-green.png AP Cost (with Commitment)
Payroll   tri-left-arrow-green.png PR Cost
Expense   tri-left-arrow-green.png EQ Cost
Expense   tri-left-arrow-green.png IV Cost
Expense   tri-left-arrow-green.png JC Cost

Prime Contract


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Contract #   tri-left-arrow-green.png Contract
Title   tri-left-arrow-green.png Description
Original Contract Amount   tri-left-arrow-green.png Total Original Contract
#   tri-left-arrow-green.png Item
Description   tri-left-arrow-green.png Description
Contract Amount   tri-left-arrow-green.png Amount

Prime Contract Change Orders


PROCORE
Exports data from Procore to Viewpoint® Vista™ Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
# tri-right-arrow-orange.png   ACO
Title tri-right-arrow-orange.png   Description
Contract Item Code1 tri-right-arrow-orange.png   Contract Item1
Subtotal + Vertical Markups tri-right-arrow-orange.png   ACO Amount
Contract Amount tri-right-arrow-orange.png   Est Cost
Grand Total tri-right-arrow-orange.png   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

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
Contract Company tri-right-arrow-orange.png   Vendor
Invoice # tri-right-arrow-orange.png   APRef
Description1 tri-right-arrow-orange.png   Description
Billing Date2  tri-right-arrow-orange.png   InvDate
Total Completed and Stored to Date tri-right-arrow-orange.png   InvTotal
Default Retainage tri-right-arrow-orange.png   Work Completed Retainage
AP Invoice Detail
Invoice     AP Transaction Entry or AP Unapproved Invoices
Description of Work tri-right-arrow-orange.png   Description
Project # tri-right-arrow-orange.png   Job
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   JCCType
Work Completed this Period tri-right-arrow-orange.png   GrossAmt
Work Retainage tri-right-arrow-orange.png   Retainage

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.