Viewpoint Vista Integration Overview

The Trimble Pay integration with Vista is built using AppXchange.

The integration has two potential versions based on how you prefer to pay your subcontractors.

Please reference both versions below to determine how it works for your particular use case: 

Version 1: Payments issued in Vista

OR

Version 2: ACH Payments Issued in Trimble Pay

1. Initial Job Import: The customer performs a one-time import of an "Open" Vista 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 Vista for updates related to the integrated job.
3. Subcontract Integration: As new SL subcontracts reach the "Open" status in Vista, they are automatically pulled into Trimble Pay, complete with the assigned AP vendor and vendor member. The SL entry items 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 SL entry items created in Vista. We support both singular or multiple line phase detail. 
5. Change Order Updates: When SL change orders are "Interfaced", 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 Vista 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 Header Attachments.
7. Payment Data: Depending on how you are paying your subcontractors will dictate how payment data will flow through your Vista integration. If you are issuing ACH payments out of Trimble Pay, Trimble Pay will create an AP Payment in Vista. If you are paying your subcontractors out of Vista, Trimble Pay will allow you to remove payment hold codes in Vista and ingest payment information from Vista to trigger the pertinent unconditional waiver workflows.  

Import into Trimble Pay: JC Jobs (Open = 0 in Vista), SL Subcontracts (Open = 0 in Vista), SL Change Orders (Interfaced in Vista), AP Vendors, and SL Entry Items. 

Export to Vista: AP Invoices and AP Invoice Header Attachments