Below are the notable changes to the Vista Connector.
Procore now enables Vista users using Procore Pay to automatically import compliance documents from synced subcontracts in Vista into the Compliance tab of Procore's Commitments tool. This enhancement reduces payment errors, increases confidence in adopting Procore Pay, and eliminates the need for duplicate data entry. It is automatically enabled for company accounts integrated with Vista and requires no additional setup. For more details, see Sync Vista Compliance Documents with Compliance in Commitments.
Procore now enables users to select whether to sync the payment address or the purchasing address of Vista vendors, which is then used when importing Vista vendors into the Procore directory. This enhancement provides Viewpoint® Vista™ users greater control and flexibility by allowing them to specify which vendor address type should be used during the integration implementation, ensuring more accurate and relevant vendor addresses in Procore. This feature is automatically enabled for company accounts integrated with Vista and requires no additional setup. To learn more, see Vista Detailed Data Mapping.
Procore now includes line items with $0 values in budget exports. Previously, users could not export budgets containing line items with $0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To enable this feature in your company accounts integrated with Vista, reach out to your Procore point of contact. For more details, see Vista Detailed Data Mapping.
Procore now requires liability templates and state codes for exporting projects to Vista CCOs also need a CCO number for export. This enhancement improves data accuracy, streamlines exports, and synchronization of your project and financial data with Vista. It is automatically enabled for company accounts integrated with Vista and requires no additional setup. For more details, see Things to Know about the Project Financials + Vista Connector.
Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports. See Things to Know about the Project Financials + Viewpoint® Vista™ Connector to learn more.
ERP Admins can now reset PCCOs directly within the ERP tool without the need to contact support. For more details, see Reset PCCOs Synced with ERP.