Enhancements for the new Vista® Integration

Link projects in Vista® to existing projects in Procore.

Import, export, and link companies with international (non-US) addresses between Procore and Vista®.

Exclude vendors in Vista® based on specific Vista® database fields.
Note: To enable this feature, reach out to your Procore point of contact.

Import specific Vista® cost types to Procore.
Note: This feature is only available during the implementation of the new Vista® integration.

Delete synced Vista® cost types from Procore after they have been removed in Vista®.

Remove unused JC Original Estimates from Vista®, and delete the relevant cost type assignments from your project's cost code list.

Hide units and hours on payroll direct cost transactions, displaying only the total cost amount.
Note: To enable this feature, reach out to your Procore point of contact.

Delete SOV line items from synced prime contracts in Vista® and re-import the updated contracts to Procore.

Syncing

• Migration from the legacy Vista® integration does not retain archived counts of items. While previously synced data remains synced, archived items such as vendors, jobs, and contracts will reappear as available for import in the ERP Integrations tool.
  Note: Total counts of archived items may vary from the legacy integration due to the deletion of items in Vista®.

• You can export multiple items in bulk from Procore to Vista®.
  Note: For details on the items supported for export by the Vista integration, see Vista® - Detailed Data Mapping.

Syncing

• You can link Vista® projects to existing Procore projects using the ERP Integrations tool. See Link ERP Projects to Existing Procore Projects.

Syncing

• You can import, export, and link companies with international (non-US) addresses in the Companies tab of the ERP Integrations tool.

• You can exclude vendors in Vista® based on specific Vista® fields. For example, the 'udSyncYN' field in Vista can be used to exclude certain vendors from being imported to Procore. Only vendors synced after you enable this feature will be filtered.
  Note: To enable this feature, reach out to your Procore point of contact.

Syncing:

• You can delete SOV line items from synced prime contracts in Vista® and re-import the updated contracts in the ERP Integrations tool. See Re-import a Prime Contract from an Integrated ERP System into Procore.

Additional Information

• You can hide units and hours on payroll line items in the Direct Costs tool, displaying only the Amount. Only new payroll transactions synced after you enable this feature will have the units and hours hidden.
  Note: To enable this feature, reach out to your Procore point of contact.

Syncing:

• You can select which Vista® cost types are imported into the Vista® Cost Types list.
  Note: This feature is only available during the implementation of the new Vista® integration.

• You can delete synced Vista® cost types on the Vista® Cost Types page in the company level Admin tool if they have already been deleted in Vista®.

Additional Information:

• During the migration to the new Vista® integration, leading periods and whitespace are automatically removed from synced Vista® cost codes in the Vista® Standard Cost Codes list.

Additional Information:

• You can delete unused JC Original Estimates in Vista®, and then remove the corresponding cost type assignments from the synced Vista® project's cost code list. See Delete Cost Type Assignments from a Synced ERP Project Cost Code List.