How do I Import Jobs from Vista to SmartBarrel?

This article is a step-by-step guide to syncing jobs from Vista to SmartBarrel.

1. Accessing the Integration

  • Click on the "Integrations" section in your dashboard

  • Click the Viewpoint Vista logo to access the projects page for the integration.

2. Viewing Jobs

  • All jobs from Viewpoint Vista will be displayed in Smart Barrel.

  • 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

  • Choose a specific project to import. You can search by Job Number if necessary.

  • Click on the "Import" button.

4. Handling Existing Projects

  • A list of existing projects in Smart Barrel will appear.

  • If the project already exists, choose the "Merge" option.

  • If it’s a new project, select "Import as New Project."

5. Importing the New Project

  • Click "Import as New Project."

  • Enter the project address (important for device configuration and geofencing).

  • Enter any other missing project information
  • Click "Save" to create the project in Smart Barrel.

6. Configuring Project Settings

  • After importing, configure the project integration settings.

  • Click "Save" to finalize the project integration settings.

7. Accessing the Project

  • Use the "View" button to open the project in a new tab.

  • Alternatively, return to the main projects page to see the newly populated project.

8. Confirming Sync Status

  • 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

9. Start Punching in!