Vista Integration Overview
A description of how the integration with Vista works.
Trimble Pay's integration with Vista simplifies the subcontractor pay application process.
- Initial job import - when you perform the one-time import of an Open Vista job into Trimble Pay, a job-specific connection is established.
- Ongoing automated sync - every 30 minutes, Trimble Pay checks in to each integrated job assessing for any updates.
- Subcontracts - As new subcontracts reach the Open status in Vista's SL module, Trimble Pay pulls them in automatically, including the assigned vendor. The subcontracts items are imported as section headers in the subcontract schedule of values (SOV).
- Change Orders - When subcontract change orders are Interfaced, they flow into Trimble Pay, updating the contract amount and adding new lines to the schedule of values. This allows the subcontractor to invoice for the change orders.
- Schedule of Values & SL Entry Items Management - Both general contractors and subcontractors can break out the schedule of values in Trimble Pay to match up with the subcontract item details in Vista. Trimble Pay supports your choice of single or multiple line phase detail in Vista.
- Payment Application Approval Process & Export: Applications for Payment submitted by subcontractors follow the defined approval workflow in Trimble Pay. After all approvers sign off, the pay application can be exported (or auto-exported, if you've enabled that setting) to Vista as an approved AP invoice, where it shows up within about 5-10 minutes. All billing backup submitted with the invoice is attached to the invoice header in Vista.
- Payment Data - The method you use to pay your subcontractors dictates how payment data flows.
- If you are using Trimble Pay to issue ACH payments, Trimble Pay creates an AP Payment in Vista. The unconditional waiver workflow begins automatically.
- If you are paying your subcontractors using Vista, you can use Trimble Pay to remove payment hold codes in Vista and retrieve payment information from Vista to trigger the pertinent unconditional waiver workflows.
Records Exchanged in the Import Process
A depiction of the data flow between Trimble Pay and Vista, depending on how you issue payments to your subcontractors.
Payments issued using Vista
Payments issued using Trimble Pay
Vista Records Import Requirements
| Vista record | Imported to Trimble Pay if |
|---|---|
| JC Job | Status is Open (0) |
| SL Subcontract | Status is Open (0) |
| SL Change Order | Status is Interfaced |
| AP Vendor | Associated to the AP Subcontract record |
| SL Entry items | Associated to the AP Subcontract record |
Trimble Pay exports AP Invoices and AP Invoice Header attachments to Vista.
