Viewpoint Spectrum Integration Overview

The Trimble Pay integration with Spectrum is built using AppXchange. Here's how it works:

1. Initial Job Import: The customer performs a one-time import of an "Active" Spectrum job into Trimble Pay, selecting which job they wish to integrate. Once the job is imported, a connection is established.
2. Automated Sync: The integration runs on a 30-minute schedule, continuously checking Spectrum for updates related to the integrated job.
3. AP Subcontract Integration: As new AP subcontracts reach the "Active" status in Spectrum, they are automatically pulled into Trimble Pay, complete with the assigned AP vendor and vendor member. The AP subcontract phase details are imported as section headers in the subcontract schedule of values (SOV).
4. Schedule of Values & Phase Detail Management: Both general contractors and subcontractors can break out the schedule of values within Trimble Pay to tie out to the phase details created in Spectrum. We support both singular or multiple AP subcontract phase detail. 
5. Change Order Updates: When AP subcontract change orders are "Executed", they flow into Trimble Pay, updating the contract amount and adding new lines to the schedule of values, allowing the subcontractor to invoice for the change orders.
6. Payment Application Approval Process & Export: Once a subcontractor submits a payment application in Trimble Pay, it follows the defined approval workflow in Trimble Pay. After all approvers sign off, the pay application can be exported (including auto-exported) to Spectrum as an approved AP invoice, with a timing of 5-10 minutes. All billing backup submitted with the invoice is also attached to the AP invoice as Invoice Image in Spectrum.

Import into Trimble Pay: JC Jobs (Active = A in Spectrum), AP Subcontracts (Active = A in Spectrum), AP Subcontract Change Orders (Executed = E in Spectrum), AP Vendors, and AP Subcontract Phase Details. 

Export to Spectrum: AP Invoices and AP Invoice Images