This article is a step-by-step guide to syncing jobs from Vista to SmartBarrel.
1. Accessing the Integration
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Click on the "Integrations" section in your dashboard
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Click the Viewpoint Vista logo to access the projects page for the integration.
2. Viewing Jobs
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All jobs from Viewpoint Vista will be displayed in Smart Barrel.
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Jobs will be categorized as either synced or pending to sync. Synced projects will be automatically sorted to the top of the page.
3. Selecting a Job to Import
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Choose a specific project to import. You can search by Job Number if necessary.
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Click on the "Import" button.
4. Handling Existing Projects
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A list of existing projects in Smart Barrel will appear.
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If the project already exists, choose the "Merge" option.
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If it’s a new project, select "Import as New Project."
5. Importing the New Project
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Click "Import as New Project."
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Enter the project address (important for device configuration and geofencing).
- Enter any other missing project information
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Click "Save" to create the project in Smart Barrel.
6. Configuring Project Settings
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After importing, configure the project integration settings.
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Click "Save" to finalize the project integration settings.
7. Accessing the Project
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Use the "View" button to open the project in a new tab.
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Alternatively, return to the main projects page to see the newly populated project.
8. Confirming Sync Status
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Check for the Viewpoint Vista icon in both thumbnail and list view to confirm the project is synced.
- In the integrations projects page, you should also see the "Imported Date" for each synced project