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Welcome to Datagrid
Welcome to Datagrid
Viewpoint Vista

Viewpoint Vista

The Viewpoint Vista connector allows you to seamlessly pull data from your Viewpoint Vista account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Viewpoint Vista data, providing enhanced insights and reporting capabilities for construction project management.

1. How-to

1. Prerequisites

To configure the Viewpoint Vista connector, follow these steps:

  • An active Viewpoint Vista account with the necessary permissions to access the projects and data you want to import into Datagrid.
  • A Viewpoint Vista API key. You can generate this from your Viewpoint Vista account settings.
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the Viewpoint Vista connector involves selecting the specific data you want to import via Viewpoint Vista:

  1. Connect Viewpoint Vista App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Viewpoint Vista connector from the list. d. Login with your Viewpoint Vista account. Viewpoint Vista may prompt you to authorize Datagrid's access to your Viewpoint Vista data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Viewpoint Vista data you want to include in your dataset (e.g., Jobs, Employees, Purchase Orders). b. Click the “Start First Import” Button to start syncing your Viewpoint Vista dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Viewpoint Vista:

  1. Navigate to Viewpoint Vista Dataset: a. Go to the left side panel and locate and click on the Viewpoint Vista dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Jobs
  • Employees
  • Purchase Orders
  • Subcontracts
  • Equipment
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Inventory
  • Change Orders

3. Use Cases

  • Project Cost Analysis: Use Datagrid to analyze Viewpoint Vista's job cost data to track project expenses, identify cost overruns, and improve project profitability.
  • Labor Productivity Analysis: Integrate Viewpoint Vista's employee data with project data in Datagrid to analyze labor productivity, identify inefficiencies, and optimize workforce management.
  • Subcontract Management: Combine Viewpoint Vista's subcontract data with project data in Datagrid to track subcontractor performance, manage payments, and mitigate risks.
  • Equipment Utilization Analysis: Use Datagrid to analyze Viewpoint Vista's equipment data to track equipment utilization, identify underutilized assets, and optimize equipment allocation.
  • Financial Reporting: Integrate Viewpoint Vista's financial data with other business data in Datagrid to create comprehensive financial reports and dashboards.

4. FAQ

Q: What types of data can I import from Viewpoint Vista into Datagrid?

  • A: You can import a wide range of data, including jobs, employees, purchase orders, subcontracts, equipment, general ledger, accounts payable, accounts receivable, inventory, and change orders.

Q: How often can I schedule data pulls from Viewpoint Vista?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Viewpoint Vista to Datagrid?

  • A: You need an active Viewpoint Vista account with the necessary permissions to access the projects and data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources