Standard Import Templates
Vista provides several standard import templates that you can use for importing data.
You can use the standard templates to import data or you can copy a standard template and then modify it to meet your needs. For information about copying templates, see Copy Import Templates.
The tables below list the standard import templates currently available in Vista. The Add'l Info, Direct Import, and Multi-Table columns provide additional information about each template where applicable. The following explains each of these columns:
- Add'l Info: If additional information is available for a template, a link displays in this column. Additional information will typically be setup requirements or recommendations, or important information about the template.
- Direct Import: There are two types of imports: direct imports and batch imports. Direct import templates (marked with an X in the column) are used for non-batch imports. In other words, instead of the data being uploaded to a batch, the data is uploaded directly to the data table. For example,the APVendor import uploads directly to the APVM (Vendor Master) table. For more information about import types, see Import Types.
- Multi-Table: If the template updates more than one table, an X displays in this column.
To quickly navigate through the list of standard import templates, use these links:
Templates A-B
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| AboutTime | About Time Time Card Import | |||
| ACA1095Cov | Covered Individuals | X | ||
| ACA1095Emp | PR ACA 1095-C Employee | X | ||
| ACA1095Mth | Monthly Offer of Coverage | X | ||
| ACA1095History | Resource Master History | X | ||
| ALKON SPEC | Command Alkon Imports | |||
| AP CIS Inv | Construction Imaging AP Inv | X | ||
| AP Invoice | Accounts Payable Invoices | Add'l Info | X | |
| AP Inv Txt | AP Textura Subcontract Invoices | Add'l Info | X | |
| AP Pay | AP Payment | Add'l Info | X | |
| AP Pay Txt | AP Payment Textura | Add'l Info | X | |
| APUnappInv | AP Unapproved Invoice | X | X | |
| APVendor | AP Vendors Import | X | ||
| AR Invoice | Accounts Receivable Invoices | Add'l Info | X | |
| AR Customer | Accounts Receivable Invoices | |||
| BANK | Bank Boston |
Templates C-F
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| CMOutstand | CM Outstanding Entries Import | |||
| CMTransfer | Cash Management Transfers | |||
| Comdata AP | Comdata Import | X | ||
| COMDATA_CE | COMDATA CEMS | COMDATA_CE | X | |
| COMDATA_R | Comdata Auto Reconciliation | Add'l Info | X | |
| DATAMAX | PAYROLL TIMECARD DATAMAX | |||
| EFS_R | EFS Auto Reconciliation | Add'l Info | X | |
| EM Equip | EM Equipment Import | X | ||
| EM LOC TR | EM Location Transfers | |||
| EM Meter | EM Meter Readings Import | |||
| FAS | FAS IMPORT | Add'l Info | ||
| FAS CUSTOM | FAS Custom Export | Add'l Info | ||
| FAS DACCT | FAS DEPRECIATION ACCOUNT | Add'l Info | ||
| FAS EACCT | FAS EXPENSE ACCOUNT | Add'l Info |
Templates G-I
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| GASBOY | Gasboy Fuel | |||
| GL Import | GL Import Template | |||
| GL MBudget | GL Monthly Budget | X | ||
| GLAC | GL Chart of Accounts | X | ||
| HD PSX EM | Hard Dollar PSX Equipment Usage | |||
| HD PSX PR | Hard Dollar PSX Payroll | |||
| HRResMast | HR Resources | HR Resources | X | |
| HQTRADE | HQ Materials Trade Service | X | ||
| HYJOB JC | HCSS Heavy Job Cost Progress | |||
| HYJOB PR | HCSS Heavy Job TimeCards | |||
| IN ADJUST | IN Adjustments | |||
| INMatOrder | IN Material Order Import | |||
| INPhyCount | IN Physical Count Worksheet | X | ||
| IN Product | Inventory Production | X | ||
| INTRADE | INMT Trade Service Import | X |
Templates J-M
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| JBIT | JB Progress Bill Items Update | Add'l Info | X | |
| JCChgOrd | JC Change Order | Add'l Info | X | X |
| JCChgOrdPS | JC Change Order - ProjectSight | Add'l Info | X | X |
| JC MAT USE | Job Cost Material Use | Job Cost Material Use | ||
| JC REV ADJ | Job Cost Revenue Adjustments | |||
| JCCI | JC Contract Items Import | JC Contracts Import / JC Contract Items Import | X | |
| JCCM | JC Contracts Import | Add'l Info | X | |
| JCJobPhase | JC Job Phases | X | ||
| JCJobPhCT | JC Job Phase Cost Types & Est | X | ||
| JCJobs | JC Jobs Import | X | ||
| JCPhases | JC Phases Maintenance | JC Phases Form Maintenance / JC Phase Cost Types | X | |
| JCPhasesCT | JC Phase Cost Types | Add'l Info | X | |
| JC Progres | JC Job Progress Entry | X | ||
| JOB COST | JOB COST UPDATE | |||
| LIBRA | Libra Generation Three | |||
| MSHEntry | MS Haul Entry Timesheet | X |
Templates P-T
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| PM FIRM | PM Firms | X | ||
| PMFContact | PM Firm Contacts | X | ||
| PMSubmit | PMSubmittal Import | |||
| PMSumitHD | PM Submittal Header Detail | X | ||
| PO | Purchase Orders | Add'l Info | X | |
| POEntryPS | PO Entry - PS | Add'l Info | X | |
| POItems | POItems | Add'l Info | ||
| PO_MMI | PO Import for MMI | Add'l Info | X | |
| PO Receipt | PO Receipt Import | |||
| POVendMatl | PO Vendor Materials | Add'l Info | X | |
| PR DirDep | Payroll Direct Deposits | X | ||
| PR Empl | PR Employees | Add'l Info | X | |
| PR Empl AE | PR Employee Automatic Earnings | |||
| PR Empl DL | PR Employee Dedns/Liabs | X | ||
| PREmpAccum | Payroll Employee Accumulations | X | ||
| PT EM Use | PowerTrack Equipment Usage | |||
| PT JC Proj | PowerTrack Job Progress | |||
| PT Lbr Eqp | PowerTrack Labor for Mechanics | |||
| PT Lbr Job | PowerTrack Labor for Jobs | |||
| PunchList | PM Punch List Item Import | Add'l Info | X | |
| SELTEC | BMG Seltec Premium | |||
| SLChgOrd | SL Change Order | Add'l Info | ||
| SLChgOrdPS | SL Change Order - ProjectSight | Add'l Info | ||
| SLEntry | SL Subcontract Entry | Add'l Info | X | |
| SLEntryPS | SL Entry - ProjectSight | Add'l Info | X | |
| SMCustomer | SM Customers | Add'l Info | X | |
| SMWOCMisc | SM Work Complete Miscellaneous | Add'l Info | X | |
| SMWorkOrder | SM Work Orders | Add'l Info | X | X |
| TeklaJCAdj | PS - Tekla Job Cost Adjustment | Add'l Info | ||
| TeklaPO | PS - Tekla Purchase Order | Add'l Info | X | |
| TeklaPORec | PS - Tekla PO Receipts Import | Add'l Info |
