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Vista (AppXchange) - Getting Started with the Integration

This guide outlines the step-by-step process for setting up the SmartBarrel integration with Viewpoint Vista through App Xchange.

Prerequisites

Before beginning the setup process, ensure you have:

  • Access to your Trimble Viewpoint Vista system
  • Administrative permissions to create service users in Vista
  • Ability to contact Viewpoint Support for connection keys

Step 1: Initial Form Submission

The customer or implementation manager completes the SmartBarrel integration request form to initiate the deployment process. This form will provide the following information:

  • SmartBarrel Client ID

  • Environment Type (Cloud, On-premise)

  • Company Codes (only the companies you wish to integrate with)

  • Vista Admin Name

  • Vista Admin Email Address
  • Any additional information

Step 2: App Xchange Invitation

The SmartBarrel Product team will send an invitation to join the App Xchange workspace. Watch for this invitation in your email.

Step 3: Accept App Xchange Invite

Accept the App Xchange invitation you received from SmartBarrel to gain access to the App Xchange workspace.

Step 4: Create Vista Service User

Create a dedicated service user account in your Trimble Viewpoint Vista system specifically for the App Xchange integration.

Important: Ensure the service user is assigned the necessary security groups to access the data SmartBarrel requires.

⚠️ For the integration to function as expected, the Vista Service User should be given access to the necessary security groups and permissions in Viewpoint Vista. It will need full access to the following tables:

  • PR Employees
  • PR Timecard Entries
  • JC Jobs
  • JC Job Phases
  • HQ Companies

The Vista Service User will also need permissions to the employee data type in VA Security

For detailed instructions, refer to Trimble's documentation: Create a Vista Service User

Step 5: Open Support Ticket with Viewpoint

Open your App Xchange workspace, then click on the workspace name. This should open a side panel with your workspace details.

Submit a support ticket to Viewpoint Support with the following information:

Agent Information from App Xchange Workspace:

  • Workspace ID
  • Activation Code
  • Note: We recommend taking a screenshot of this information for your records and to share with Viewpoint


Vista Configuration Details:

  • Vista Service User Name (created in Step 4)
  • Vista Server name

For guidance on locating agent information, see: Install the App Xchange Agent

Step 6: Receive Database Connection String

Viewpoint Support will provide you with the database connection string needed to complete the integration.

Step 7: Configure App Xchange Connection

  1. Open App Xchange, and navigate to the integrations tab.

  2. Click on the "SmartBarrel <> Vista" Integration

  3. Click "Vista" on the Vista connector card. This should open a side panel with the Vista configuration information
  4. Click the blue pencil and enter the connection key information you received from Viewpoint Support in the "Primary Database Connection String" field. Click Save.

 

SmartBarrel's support team can do this step for you if you provide the database connection string. 

Notify SmartBarrel's team when this step is completed.

Step 8: SmartBarrel Activates Integration Features

After establishing the connection, SmartBarrel will be able to activate all integration features. They will complete this step and notify your account representative to proceed with the implementation.

 

 

Additional Support Resources

Need Help?

If you encounter any issues during the setup process, please contact SmartBarrel's support team or your implementation manager for assistance.