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Gearflow + Viewpoint Vista integration
Gearflow POs are created in Vista with job, phase and cost type, and the vendor gets the order only after Vista approves it.
About
Viewpoint Vista
Trimble Viewpoint Vista is construction ERP software for accounting, job cost and purchasing. Gearflow connects to it through Trimble App Xchange.
What you can do
POs in Vista, coded to the job
- POs created in Vista. Each Gearflow order becomes a Vista PO with job or equipment, phase and cost type.
- Vista's PO number. Vista assigns the PO number and Gearflow uses it.
- Approval before the vendor. The vendor gets the order only after Vista approves it.
How the data moves
What syncs, and which way
Into Gearflow
- PO number and approval from Vista
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Back to your system
- Purchase orders with job, phase, cost type and company
Getting connected
How to turn it on
- Subscribe to Trimble App Xchange (a Trimble product, billed by Trimble).
- In Gearflow, open Settings, then Integrations, and create a Vista key.
- Add the key, company code and cost type in App Xchange.
- Our team sets up job and cost mapping with you.
Questions
Frequently asked questions
Do receipts and invoices sync to Vista?
Not yet. Today the integration covers purchase orders and approval.
What do I need from Trimble?
A Trimble App Xchange subscription, which Trimble bills directly.
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