Viewpoint Vista
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      1. SmartBarrel Knowledge Base
      2. Integrations
      3. Viewpoint Vista

      How do I configure the Viewpoint Vista Integration?

      This article highlights all of the settings of the integration, what they do, and where they are.

      Accessing Integration Settings

      • Navigate to the Integrations section.

      • Click on the Viewpoint Vista logo to load the list of jobs.

      • The hamburger menu in the top right of the integration card will show you all of the pages for this integration

      Company Level Settings

      • Access settings via the Settings option in the upper right hamburger menu of the integration.

      • Cost Types for Phase Code Sync

        • Choose which cost types of your phase codes you want to sync from Vista

          • Example: Enter "1" to sync Labor Phase Codes

        • Note: Only cost types listed here will transfer over. Phase codes without the entered cost types will not be synced.

      • Employee Sync Settings

        • Block Synced Fields

          • This setting is enabled by default. It will block any field that is mapped to Vista from being modified in SmartBarrel.
        • Reset to default on first sync or re-hire
          • If enabled, synced employees will reset to the default app settings in the section below
          • If disabled, the worker sync will not modify the workers app settings

        • Default app settings

          • Enable Mobile App: Controls if a worker can see projects and punch-in on the mobile app

            • Enable Work Summary: Controls if workers can submit work summaries from the app
            • Enable Incident:Controls if workers can submit incidents from the app
            • Enable Toolbox Talk: Controls if workers can submit toolbox talks from the app

      • Start Work Weekday

        • Select the day of the week that starts your weekly pay periods in Vista. (e.g., select Monday for a Monday-Sunday pay period).

      • Payroll End Date

        • Specify payroll end date for time card batches.

      Worker Sync Settings

      • Auto Sync

        • Enable auto sync for hourly worker updates.

        • If disabled, manual syncing is required.

      Project Level Settings

      • Access project settings by clicking the gear on the integration banner in your project or by navigating to the integration projects page and clicking edit on the desired project. 

      • Shift Approval

        • Option to send only approved shifts to the timecard in Vista.

      • Cost Code Sync

        • Enable auto-sync for cost codes or opt for manual syncing.