Automate Viewpoint Vista
Integration & Workflows
Automate Viewpoint Vista integration with Procore, field apps, and time tracking systems. We specialize in Vista's file-based import requirements, eliminating manual data entry between field operations and back-office accounting.
The Power of Integration
Real results from businesses that automated their Viewpoint Vista workflows
Eliminated manual data entry from field to office
Field data flows to Vista within hours
Automated validation catches errors before import
Reduced AP processing and payroll costs
The Manual Integration Challenge
Common problems businesses face without automated Viewpoint Vista integration
The "File Drop" Reality
Vista integrations often require specific CSV formats dropped into pickup directories. Getting the format exactly right is tedious and error-prone.
Field-to-Office Disconnect
Your field teams use Procore, PlanGrid, or mobile apps. That data has to be manually re-entered into Vista for job costing and payroll.
Unapproved Invoice Bottleneck
AP clerks spend hours in the Unapproved Invoices screen, manually keying subcontractor invoices one by one.
Payroll Data Entry
Timecards from the field need to be entered into Vista payroll with correct job, cost code, and phase mapping. Manual entry creates errors.
Complex Import Requirements
Vista imports require specific field orders, date formats, and validation rules. One wrong column and the entire batch fails.
Limited API Options
Even Viewpoint Cloud has integration limitations. Many workflows still require file-based imports or manual screen entry.
What We Connect Viewpoint Vista With
Seamlessly integrate Viewpoint Vista with your existing business systems
Procore
Sync daily logs, time entries, change orders, and commitments between Procore and Vista automatically.
Trimble Construction One
Leverage the Trimble ecosystem with automated data flow to Vista for unified construction management.
PlanGrid / Autodesk Build
Connect field documentation, RFIs, and punch lists to Vista project records.
Time Tracking Systems
ExakTime, Busybusy, or mobile time apps sync directly to Vista payroll with proper cost code mapping.
Document Management
Automatically attach subcontractor invoices, lien waivers, and compliance docs to Vista records.
Reporting & BI
Extract Vista data to Power BI, Excel, or custom dashboards for real-time project visibility.
Integration Capabilities
Everything we can automate with Viewpoint Vista integration
Automated File Imports
We build pipelines that format data correctly, validate before import, and drop files into Vista's pickup directories automatically.
- Correct format every time
- Pre-import validation
- Scheduled or triggered imports
- Error logging and alerts
AP Invoice Automation
Subcontractor invoices are captured via AI, validated against POs and budgets, and imported into Vista AP automatically.
- AI-powered data extraction
- PO and commitment matching
- GL and job code assignment
- Approval workflow integration
Payroll Integration
Field time data flows into Vista payroll with proper job, cost code, phase, and earnings code mapping.
- Timecard import automation
- Cost code translation
- Union code mapping
- Certified payroll support
Job Cost Sync
Keep Vista job costs current by syncing committed costs, actuals, and budgets from field systems.
- Real-time cost visibility
- Change order tracking
- Budget sync from field tools
- Forecasting data flow
Procore-Vista Bridge
Purpose-built integration connecting Procore field operations to Vista back-office accounting.
- Daily log to timecard sync
- Commitment data flow
- Change order sync
- Budget alignment
Data Extraction & Reporting
Pull Vista data into external systems for custom reporting, dashboards, and executive visibility.
- Scheduled data exports
- Power BI integration
- Custom dashboard feeds
- Multi-company roll-ups
Success Stories
Real businesses that automated their Viewpoint Vista integrations
Heavy Civil Contractor: Procore to Vista Integration
A $75M heavy civil contractor was spending 30+ hours weekly re-entering field data into Vista. Daily logs, time entries, and equipment hours all required manual data entry. We automated the flow from Procore to Vista, eliminating double entry for job costing and payroll. Project managers now have same-day cost visibility instead of waiting for weekly updates.
30 hours/week eliminated
Same-day job cost updates
95% payroll automation
$60K annual savings
Mechanical Contractor: AP Invoice Automation
A mechanical contractor processing 500+ invoices monthly was drowning in AP data entry. Each invoice required manual entry into Vista's Unapproved Invoices screen. We implemented AI-powered invoice capture with PO matching and automated Vista import. AP processing time dropped by 70%.
70% faster AP processing
500+ invoices/month automated
99% GL code accuracy
2 FTE capacity freed
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Viewpoint Vista integration
How do you integrate with Viewpoint Vista without direct API access?
Vista supports file-based imports for most modules (AP, AR, Payroll, Job Cost). We build automated pipelines that pull data from source systems, transform it into Vista's exact import format, validate for errors, and drop files into monitored directories. Vista's import routines then process the data automatically.
Can you connect Procore to Viewpoint Vista?
Yes, this is one of our specialty integrations. We pull data from Procore's API (time entries, daily logs, change orders, commitments) and transform it into Vista import format. The result is automated job costing, payroll data entry, and commitment tracking without the double data entry.
Does this work with Vista hosted in Viewpoint Cloud?
Absolutely. Whether your Vista instance is on-premise, hosted by Viewpoint, or in a private cloud, we can integrate. For cloud-hosted environments, we work with Viewpoint's file transfer protocols or Trimble Construction One connectors where available.
How do you handle Vista's complex import validation requirements?
We build validation logic that matches Vista's requirements—checking for valid job numbers, cost codes, vendors, and GL accounts before files are created. Invalid records are flagged for review rather than causing entire batch failures. You get clean imports and clear error reports.
What about the Unapproved Invoices workflow in Vista?
We can automate invoice entry into the Unapproved Invoices screen through file import or, where needed, RPA automation. Invoices are captured via AI, matched against POs and commitments, and routed for approval before entering Vista. Your AP team reviews exceptions instead of keying every invoice.
Can you integrate Vista with our existing time tracking system?
Yes. We integrate with ExakTime, Busybusy, B2W, and other construction time tracking systems. We map time entries to Vista's payroll format including job, cost code, phase, earnings code, and union classification. The result is automated timecard import ready for payroll processing.
How long does Vista integration implementation take?
Timeline depends on scope. A focused AP automation project might take 4-5 weeks. A comprehensive Procore-to-Vista integration covering time, cost, and commitments typically takes 6-8 weeks. We provide detailed timelines after mapping your specific requirements.
What happens when imports fail?
Our pipelines include comprehensive error handling. Files are validated before submission to Vista. If Vista rejects records, we capture the error details, notify the right people, and provide clear guidance on what needs to be fixed. You never lose data to silent failures.
Ready to Automate Viewpoint Vista?
Get a free assessment showing exactly how we'll connect Vista to your field systems. We'll map your data flows, identify automation opportunities, and provide a custom integration plan.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap