About the Vista Connector
Overview
The Integration by Procore connects Project Financials to Vista and eliminates costly errors from double entry. It also connects siloed teams with synchronized access to your latest financial information to gain visibility into the true project health.
Key Benefits
- Improve Team Communications and Make Decisions Confidently. Procore automatically syncs cost data from Accounting for commitments, actual costs, estimates, and more. Providing real-time access to the latest financial information improves communication—from Accounting to the field. The risk of costly errors due to double entry is eliminated and project teams can make accurate, informed decisions.
- Work Independent of Your Accounting Team. Manage the cost side of projects in Procore in real time without waiting for accounting reports or data requests.
- Accounting Retains Control. Accounting maintains peace of mind with full control over financial data pushed to and from your accounting system.
- Maintain Accurate and Secure Financial Data in Procore. Access project-related financial data securely in Procore without having to contact Accounting or wait for reports.
Feature Set Map
|
PROCORE |
Exports data from Procore to Vista | Imports data from Vista to Procore | Vista |
|---|---|---|---|
| PROJECTS |  |
 |
JC JOBS |
| COMPANIES | |
|
AP VENDORS |
| STANDARD COST CODES 1 COST TYPES |
|
JC PHASE MASTER JC COST TYPE |
|
| COST CODES 1 COST TYPES |
|
|
JOB PHASES JOB COST TYPES |
| BUDGETS 5 | |
|
JC ORIGINAL ESTIMATES |
| BUDGET MODIFICATIONS 2 | |
INTERNAL JC CHANGE ORDERS | |
| COMMITMENTS | |
SUBCONTRACTS/PURCHASE ORDERS | |
| COMMITMENT CHANGE ORDERS | |
SL/PO CHANGE ORDERS | |
| JOB COSTS |
|
JOB TO DATE COSTS | |
| FORECASTING/PROJECTIONS 3 | |
PROJECTED COST | |
| DIRECT COSTS |
|
JTD COST DETAIL | |
| PRIME CONTRACT | |
JC CONTRACTS | |
| PRIME CONTRACT CHANGE ORDERS (PCCO's) | |
EXTERNAL JC CHANGE ORDERS | |
|
AP TRANSACTION ENTRY or AP UNAPPROVED INVOICES | ||
| SUBCONTRACT INVOICE PAYMENTS 4 | |
|
PAYMENTS |
1 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore. Custom WBS Segments are NOT supported.
2 Budget modifications sync with estimate changes in Vista.
3 Exports the 'Estimated Cost at Completion' values from a Procore budget to Vista.
4 Export of payment records from Procore to Vista is only available in the US to customers who license Procore Pay at this time. Import of payment records from Vista is only available for US customers at this time.
5 Budgets containing line items with $0 values can be exported from Procore to Vista.
Supported Editions
The following editions are supported by the Integration by Procore connector:
| Integration by Procore Connects Procore to this edition: |
Supported |
Not Supported |
|---|---|---|
| Vista Versions 6.17, 6.18, 6.19, v2020 R1, v2020 R2, v2021 R1, v2021 R2, v2022 R1, v2022 R2, v2023 R1.01, and v2023 R1.04. (Older versions aren't excluded, but could potentially encounter issues since we are no longer testing in those versions.) |  1 |
|
| Viewpoint® Enterprise Cloud (VEC) | |
|
| Vista™ in Viewpoint For Cloud (VFC) | |
1 In order to host the lightweight Windows connection service, the Integration by Procore connector requires Microsoft .NET Version 4.6.2 to be installed on the host system.
Supported Features
The Integration by Procore connector includes the following features:
- Import JC Phase Master Codes and Cost Types to Procore.
Notes:- You must work with your Procore Integration Implementation Specialist to add divisions prior to setting up the Integration by Procore connector.
- Procore does NOT support the use of the SPACE in cost codes. Whenever a phase code includes a SPACE, it will be imported into Procore with the underscore (_) character.
- You must have at least one (1) JC Cost Type setup.
- Bi-directional sync of Procore Projects and JC jobs.
- Bi-directional sync of Procore Companies and AP Vendors.
- Import Original Estimates to a project's Budget tool.
- Export Commitments and Commitment Change Orders (CCOs) from Procore.
- Import Job-to-Date costs to Procore.
- Import subcontract invoice payments.
Unsupported Features
The following features are NOT supported by the Integration by Procore connector:
- Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
- Compatible with Viewpoint Vista Versions 6.17 and higher. (Older versions aren't excluded, but could potentially encounter issues since we are no longer testing in those versions.)
- Lower than .NET 4.6.1
- Mismatched Viewpoint® Vista™ Company numbers in HQ Company Setup. If integrating Co 1, all modules need to be setup to use Co 1.
- Vendor Types in Procore.
- Sub jobs in Procore are not supported. Vista jobs will always be imported as primary jobs.
- Only Prime Contracts tied to a single Vista job can be imported to Procore. Multiple jobs with a single contract is not supported.
- The Ryvit Connector does not integrate with the Viewpoint® Vista™ PM Module, although some information will be visible as this information is in the Job Cost(JC) tables.
- Viewpoint® Vista™ JC Contract Item Numbers will not integrate, Procore will auto-number starting at '1'.
- Phase Codes in Vista that include a SPACE. Note: Whenever a phase code in Vista includes a SPACE, it will be imported into Procore as an underscore (_) character.
- Non-use of Cost Types. Cost Types must be enabled and a standard cost type list must be used.
- Integrate an active Procore project (i.e., that was created prior to the Procore account being integrated with Integration by Procore).
- Integrated Payment Applications.
- Export commitments created in Vista to a Procore project.
- Current Estimates from Vista
- Unit based Prime Contracts.
- Multiple Jobs to one Prime Contract.
- AP unapproved invoice payments.
Common Questions
- How does the Vista connect to Procore?
- How often can I sync data using the Vista connector?