Project Financials + Vista Connector

The Integration by Procore connects Project Financials to Procore 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.

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.

Supported Editions

The following editions are supported by the Vista 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
Vista Enterprise Cloud (VEC)
Vista 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.

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Vista course on the Procore Learning Portal
View this integration on Procore's App Marketplace

Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.

Action	Standard	Admin	Notes
Accept or Reject Cost Codes for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Owner Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Subcontractor Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Budget for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a CCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Commitment for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Company for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a PCCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Project for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Sub Job for Export to ERP Web		Also requires Accounting Approver permissions
Add a Procore Project to your ERP System Web
Add an ERP Company to the Procore Company Directory Web
Add an ERP Job to Procore Web
Archive an ERP Company in Procore Web
Assign Default Cost Types To ERP Standard Cost Codes Web
Configure Advanced Settings: ERP Integrations Web
Configure the Sync Schedule for your ERP Integration Web
Enable or Disable ERP Direct Exports Web
Import a Budget from ERP Web
Import a Prime Contract from an Integrated ERP System into Procore Web
Import an ERP Sub Job to a Procore Project Web
Link ERP Companies to Procore Companies Web
Refresh the Companies List for ERP Web
Refresh the Cost Codes on an ERP Integrated Project Web
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance Web			These actions do NOT require permissions to the ERP Integrations tool. Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located.
Sync Job Cost Transactions from an Integrated ERP into Procore Web
Sync Paid Invoice Notifications from ERP into Procore Web
Unlink CCOs Synced with ERP Web
Unlink Commitments Synced with ERP Web
Unlink Owner Invoices Synced with ERP Web
Unlink PCCOs Synced with ERP Web
Unlink Subcontractor Invoices Synced with ERP Web
Unlink a Company Synced with ERP Web
View a List of Synced Sub Jobs Web	Requires additional tool permissions	Requires additional tool permissions	Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.
View an Accountant Report for ERP Web
View an ERP Job Costs Report Web		Requires additional tool permissions to view at the project level	'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require: 'Read-only' level permission or above on the project's Reports tool. AND 'Admin' level permission on the project's Budgets tool. OR 'Admin' level permission on the project's Prime Contract tool.
View an ERP Unsyncable Direct Costs Report Web			Users do NOT require permissions to the ERP Integrations tool to view this report. They do require: 'Read-only' level permission and above on the project's Reports tool AND 'Admin' level permission on the project's Budgets tool OR 'Admin' level permission on the project's Prime Contract tool.
View the Archived Companies List for ERP Web	Also requires Accounting Approver permissions	Also requires Accounting Approver permissions

Below are the notable changes to the Vista Connector.

Recent Changes

IMPORT COMPLIANCE DOCUMENTS FROM SYNCED SUBCONTRACTS IN VISTA TO PROCORE (06/15/2025)

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.

ENHANCED SYNCING OF ADDRESS FOR Vista VENDORS (06/15/2025)

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.

EXPORT BUDGETS INCLUDING LINE ITEMS WITH $0 VALUES (05/01/2025)

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.

NEW REQUIREMENTS FOR EXPORTING PROJECTS AND Commitment CHANGE ORDERS (04/01/2025)

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.

ERP Enhancement to Budget Syncing Functionality (02/03/2025)

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.

RESET PRIME CONTRACT CHANGE ORDERS SYNCED WITH INTEGRATION BY RYVIT (12/05/2024)

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.