This guide outlines the step-by-step process for setting up the SmartBarrel integration with Viewpoint Vista through App Xchange.
Step 1: Plan the Implementation
Before beginning the integration process, SmartBarrel and your IT team should schedule a meeting to discuss and coordinate an implementation plan. This ensures a smooth transition and reduces potential roadblocks.
Step 2: SmartBarrel Requests an App Xchange Customer Workspace
SmartBarrel will submit a request form for an App Xchange customer workspace on your behalf through our App Xchange customer portal. This step is necessary to enable the connection between SmartBarrel and Viewpoint Vista.
Step 3: Configure the Vista Connector
Once the request is submitted, the App Xchange team will reach out directly to your IT team to assist with configuring the Vista connector. This step ensures that Viewpoint Vista is properly linked to App Xchange. This process from intial submission to completion can take up to 2 business days.
Step 4: Confirm Configuration Completion
After the Vista connector has been successfully configured, the App Xchange team will notify the SmartBarrel team that the setup is complete.
Step 5: Activate and Deploy the Integration
Once SmartBarrel receives confirmation, the SmartBarrel team will activate and deploy the integration within the new customer workspace in App Xchange.
Step 6: Test and Roll Out the Integration
At this stage, the integration is ready for use. The SmartBarrel team will assist in testing and rolling out the integration in your environment. The rollout can proceed at your preferred pace, from a small test to full implementation across all projects.