Trimble Viewpoint Vista

The Viewpoint Vista connector enables App Xchange users to synchronize data, streamline workflows, and improve reporting efficiency for their construction businesses.

The Viewpoint Vista connector offers a comprehensive integration solution, enabling seamless data exchange and process automation across most of this ERP’s core modules, including finances, project management, operations, HR, and document management.

User Access

This product does not yet provide a development environment.

Engagement and Training

If you would like additional training or to ask for enhancements to this connector, please view the following resources: 

Trimble Professional Services

Technical Documentation

Technical documentation for this product is available to registered users.

User-Defined Table Data Refresh Cache Action

The Vista user-defined table data refresh cache action enables pulling data from Vista user-defined (UD) tables into the App Xchange cache. The most common way to use this connection action is within a schedule. Scheduling a refresh cache action ensures up-to-date data for other flows that reference the cached data.

To use the refresh cache action in a flow, add a new step to your flow. Select the Connector Action type. In the Step Detail section, select Vista for the connector and User Defined Tables > User Defined Tables Data - Refresh Cache v2 for the action path. When this flow step runs, it refreshes the App Xchange cache with your specified Vista UD table data. This enables other flows referencing the cache data to easily access up-to-date data from UD tables of interest. 

Connector Endpoints

The documentation below is an OpenAPI description (OAD) of each module in this connector.

Note: This is provided as a quick view of coverage and capabilities. The API and endpoints documented are used internally by the platform and not directly by end users.

• Accounts Payable

• Accounts Receivable

• Document Management

• Equipment Management

• General Ledger

• Headquarters

• Human Resources

• Internal Api

• Inventory

• Job Cost

• Material Sales

• Payroll

• Project Management

• Purchase Order

• Service Management

• Subcontract Ledger

• User Defined Tables

Connection in App Xchange

Install the Xchange Agent

For instructions, see Install the Xchange Agent. The instructions differ if you are connecting a cloud or on-prem instance of Viewpoint Vista.

Create a Vista SQL User for the Xchange Agent

For instructions, see Create a Vista SQL User for the Xchange Agent. The instructions differ if you are connecting a cloud or on-prem instance of Viewpoint Vista.

Connection Details

The Viewpoint Vista connector has not yet been updated to use a formally defined connection. Details on configuring this connector and providing the credentials needed for integration usage are provided below.

Additional Configuration

• Real-time Action Processing: This feature should always be enabled for optimal performance. Only disable it if you are advised to do so by support.

• Primary Database Connection String: Email Viewpoint support with the subject line Vista DM Attachments Database Info Request to obtain this value.

• Attachment Database Connection String: Enter a value if your organization stores attachments in a separate database from the primary database. Otherwise, leave this field blank.

• DefaultCompanies: Enter the value of the Vista company you want App Xchange to connect to. You can enter more than one company value.

System Interface Configuration

• Base Url of the Ryvit AppNetwork Environment: https://api.xchange.trimble.com/connect/v1 (default)

• Partner Api Key: This field is pre-populated with a unique API key issued to you by App Xchange.

User Support

If you encounter a problem or need support for this connector, please create a ticket at App Xchange Support or email xchange_support@trimble.com.

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