Viewpoint Vista
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      Getting Started with the Viewpoint Vista Integration

      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 initial submission to completion can take up to 2 business days.

      Part of this process will include the installation of the Xchange Agent in your Vista environment.

       

      ⚠️ For the integration to function as expected, the Xchange Agent in Vista 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

      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.