Enhancements for the new Vista® Integration

Overview

The new Procore-built Vue® connector, powered by Trimble's App Xchange platform, provides several benefits over the legacy Vue® connector.

Features

  • Sync Companies with International Addresses. Import, export, and link companies with international (non-US) addresses between Procore and Vue®.

  • Delete SOV Line Items from Synced Prime Contracts in Vista®. Delete SOV line items from a synced prime contract in Vue® and re-import the updated contract to Procore.

  • Sync Select Vista® Cost Types to Procore. Import specific Vue® cost types to Procore.

  • Delete Synced Vista® Cost Types. Delete synced Vue® cost types from Procore after they have been removed in Vista.

  • Delete JC Original Estimates & Synced Cost Type Assignments. Remove unused JC Original Estimates from Vue®, and delete the relevant cost type assignments from your project's cost code list.

  • Hide Payroll Units & Hours. Hide units and hours on payroll direct cost transactions, displaying only the total cost amount.

  • Exclude Vendors by Vista® Fields. Exclude vendors in Vue® based on specific Vue® database fields.

  • Archived Items Counts & Status. Migration from the legacy Vue® integration does not retain archived counts of items in Procore. While previously synced data remains synced, archived items (including vendors, jobs, and contracts) will be listed for import in Procore.

  • Cost Code Formatting. Migration to the new Vue® integration removes leading dots and whitespace from synced Vue® cost codes in Procore.

  • Link Vista® Projects to Existing Procore Projects. Link projects in Vue® to existing projects in Procore.

Detailed Data Mapping

PROCORE

Exports data from Procore to Vue®

Imports data from Vue® to Procore

Vue®

Notes

PROJECTS

erp-orange-arrows.png

erp-green-arrows.png

JC JOBS

  • Link projects in Vue® to existing projects in Procore.

COMPANIES

erp-orange-arrows.png

erp-green-arrows.png

AP VENDORS

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

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

COST CODES COST TYPES

erp-orange-arrows.png

erp-green-arrows.png

JOB PHASES
JOB COST TYPES

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

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

BUDGETS

erp-orange-arrows.png

erp-green-arrows.png

JC ORIGINAL ESTIMATES

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

DIRECT COSTS

erp-green-arrows.png

JTD COST DETAIL

  • 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.

PRIME CONTRACT

erp-green-arrows.png

JC CONTRACTS

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

Note

For details on the remaining data synced between Procore and Vue®, see Vista - Detailed Data Mapping.

Things to Know

Procore Item or Setting

Considerations, Limitations, and Requirements

Configuration Settings & Sync Schedule

  • Syncing

    • Migration from the legacy Vue® 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 Vue®.

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

Projects

Companies

  • 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 Vue® based on specific Vue® 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.

Prime Contracts

Direct Costs (Transaction Detail)

  • 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.

Company Level Work Breakdown Structure (WBS)

  • Syncing:

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

    • You can delete synced Vue® 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 Vue® integration, leading periods and whitespace are automatically removed from synced Vue® cost codes in the Vue® Standard Cost Codes list.

Budget

Note

For details on the remaining things to know about the Vista® connector, see Vista - Things to Know.