Link a Customer / Vendor from Vista to a ProjectSight Company

In ProjectSight, import or link Vista AR customers and AP vendors as new or existing companies in ProjectSight.

  1. Create or update a customer / vendor in Vista.
    For more information about setting up these records, see AR Customers Form and AP Vendors Form.
  2. Assign the customer / vendor status to Active.
    Important: Setting the Active status is required to sync the record to ProjectSight.
  3. In ProjectSight, link a ProjectSight company to your Vista customer and vendor records using Link to Vista.

    ProjectSight Help: For more information about linking in ProjectSight, see the ProjectSight Help on Company Linking.

  4. After linking, you must maintain customer and vendor data in both Vista and ProjectSight.

Associated fields in Vista and ProjectSight:

Vista AP Vendors / AR Customers Field Name ProjectSight Company Field Name
Name Name
Address Address 1
Add'l Address Address 2
City City
State State
Zip Code Zip
Country Country
Phone Tel
Fax Fax
Email Email