Project Import from Vista

Index: 

• Objective
• Prerequisites
• Tutorial
• Field Mapping
• Job Status & Import Behavior
• FAQ / Misc Notes 

Objective: To create a new project in Trimble Pay from an existing job in your ERP system. 

Prerequisites: 

• JC Jobs in Vista must have a Status = Open (0 in Vista) in order to appear on the project import screen in Trimble Pay.
• Recommended: Populate the Jobs_State field in Vista prior to importing project into Trimble Pay.  

Tutorial: 

Step 1: Click on "Integrations" tab in the left hand side menu bar. 

Step 2: Click "Start import" on the Vista integration tile. 

Step 3: Click the check box next to the job you would like to import. Then click "Next". 

Note: We recommend you only import one job at a time for faster processing time and prevent the risk of duplicate data from getting created.

Step 4: Review the project you selected to import. Then click "Import".

Result: The project you just imported should show up on your project dashboard. 

Note: The "county" field will be left blank under project settings. Please update before moving forward. 

Next Steps: Complete project setup in Trimble Pay: add internal "Members", turn on lower tier tracking under project "Settings" (if applicable), assign your "Billing requirements", determine your "Billing periods", and set up additional "Compliance" requirements (if applicable). 

You subcontracts, vendors, and change orders will flow over to this project automatically when they reach their correct status. For more information reference these articles:

• Subcontract Import from Vista
• Vendor Import from Vista
• Change Order Import from Vista

Field Mapping : 

Coming soon...

Trimble Pay Field Name	Vista Field Name	Notes
time_zone
name
project_number
project_type
owner_name
is_archived
address_line1
address_line2
city
county
state
zip code

 

Job Status & Import Behavior:

Coming soon...

JC Job Status Change Event in Vista	Result in Trimble Pay

 

FAQ / Misc Notes:

•