SERVICETRADE X VIEWPOINT VISTA

Sync operations and finance with Viewpoint Vista

Customers, jobs, invoices, and approved timecards flow from ServiceTrade into Viewpoint Vista with the right contract, customer, and cost-center context already attached — and new Vista customers and service sites flow back to the field, so accounting and operations work from the same record.

Customer and Company Records

Companies

AR Customers

Companies

SM Customers (paired)

Companies

AR Customers

Customer Address and Phone

Locations

SM Service Sites

Base Vista Configuration

Account Configuration

JC, AR, and SM Company Codes

Customer Code Generation

AR Customer Code Range and Prefix Rules

Payment Terms

AR Terms

Tax Configuration

AR Tax Codes (with optional state-based derivation)

Department Setup

JC Departments

Cost Center Setup

JC Cost Centers

Job Numbering

Configurable

Job Prefix and Format Rules

Job Phase Template

JC Template Job (optional)

PR Group

PR Groups

Pay Period Validation

PR Pay Periods

Employee Records

PR Employees

Department Source

Configurable

Job Type, Assigned Office, or Default

Job Cost and Contracts

Jobs

JC Jobs

Jobs

JC Contracts

Job Phases (optional, from template)

JC Phases

Location Address

JC Mailing Address

Assigned Office

JC UDF (when enabled)

Accounts Receivable

Approved Invoices

AR Batch Entries (Contract Invoice)

Voided Invoices

AR Credit Memos

Invoice Tax Rate

Invoice Tax Code

Mixed-Sign Invoice Lines

Split into Positive and Negative AR Submissions

Invoice Posted / Failed Status

Vista AR Result

Reporting and Cost Coding

Service Lines

PR Departments (on labor entries)

Office / Branch

JC Department (configurable source)

Job Type

JC Department (alternate configurable source)

Jobs

JC Jobs and JC Contracts

Technicians

PR Employees

Job Phases (template-based)

JC Phases

Location State

PR Work State Code

Location State

Tax State

Cost Centers (multi-cost-center accounts)

JC Cost Center

Payroll Time Capture

Approved Labor Daylogs

PR Time Batch Entries

Clock-In / Clock-Out Events

PR Time Batch Entries (with Start and End Time)

PTO, Holiday, Other Generic

PR Time Batch Entries (Type J)

Technician (User)

Vista Employee

Job Service Line

PR Department

Location State

Tax State

Testimonial

“Running my business with ServiceTrade and Sage Intacct has reduced my days of sales outstanding by 80%!”

— John A., Customer

Key Benefits

Key Benefits of the ServiceTrade and Vista Integration

One Customer, Both Directions

Customer records sync both ways between ServiceTrade and Vista, so a customer added in either system shows up in the other automatically — with no manual entry, no duplicate setups.

Service Sites Flow to the Field

New service sites created in Vista appear in ServiceTrade as locations on the right customer, so field teams always work with current site data.

Jobs Land With Contracts Attached

Every new ServiceTrade job creates a JC Job and a JC Contract together in Vista, complete with customer, service site, and cost center — ready for cost capture from day one.

Invoices Post to AR Batches Automatically

Approved invoices flow into Vista AR as batch entries with the right customer, contract, and accounting period already assigned, so AR keeps period control without manual data entry.

Approved Time Reaches Vista Payroll

Labor, clock-in/out, and PTO entries flow into Vista PR as time batch entries — pay period validated and duplicate protected — so payroll runs without manual re-keying.

Your Vista Setup Stays in Charge

Company codes, AR terms, tax codes, departments, cost centers, and job number formats are read from Vista and applied automatically — so the integration follows your financial structure instead of forcing a new one.

FAQs

common questions

What data flows between ServiceTrade and Vista?

ServiceTrade syncs companies, jobs, approved invoices, and approved timecards into Vista. Companies create paired AR and SM customer records; jobs create JC Jobs with matching contracts; invoices post to AR batches; timecards land in PR time batches. In the other direction, Vista AR Customers and SM Service Sites flow back to ServiceTrade as companies and locations — so both systems stay in step without manual entry.

Do customer records sync both ways?

Yes. A customer added in ServiceTrade creates AR and SM Customer records in Vista. A customer added in Vista AR creates a company in ServiceTrade. Customer name, address, and phone updates carry across when changed. Both systems link the records by external ID, so the same customer is recognized everywhere.

How are jobs created in Vista?

When a new job is created in ServiceTrade, the integration creates a JC Contract and a JC Job in Vista together — with customer code, service site, cost center, and department already assigned. If your team uses a template job, phases can be copied from the template onto the new job automatically. Job number and description follow the format your implementation team configures.

What happens to a voided invoice?

When an invoice is voided in ServiceTrade, the integration creates an offsetting credit memo in Vista AR automatically — so your AR ledger stays balanced without a manual reversal. If the original invoice was already voided or never posted, the integration recognizes it and skips re-processing.

Which timecards sync to Vista payroll?

Only timecards in the approved status flow to Vista. The integration handles three entry types: labor (with job, department, and tax state), clock-in / clock-out events (with start and end times), and generic entries like PTO and Holiday. Each entry is validated against the active Vista pay period and the Vista employee record before posting, and duplicate detection prevents re-processing the same entry on retries.

How does the integration handle errors and missing data?

Failed invoices update the ServiceTrade invoice status to failed and add a comment explaining what went wrong, so AR can fix the source record. Missing prerequisites — like a customer without a Vista external ID, a missing pay period, or an employee record that doesn’t exist in Vista PR — stop the affected record and trigger an email alert to the support contacts you configure during setup.

Can the integration match my Vista setup?

Yes. Your Vista financial structure drives the integration — not the other way around. Company codes, AR Customer code ranges, job number formats, AR Terms, tax codes, cost centers, departments, PR Groups, and pay periods are all read from Vista and applied automatically. Your implementation team tailors the configurable pieces (department source, customer prefix, template job, multi-cost-center logic) to match your Vista setup during onboarding.

How does field activity show up in Vista cost reporting?

Service lines flow to PR departments on labor entries, jobs flow to JC Jobs with paired contracts, technicians map to PR employees, and location state flows to PR work state and tax state. Multi-cost-center accounts can configure jobs to be created per cost center, and template-based job phases can be copied onto new jobs automatically — so Vista cost reporting reflects how your field teams actually operate, not a generic structure forced by the integration.

How is this different from a custom file import?

The integration is event-driven and built on the AppXchange (Trimble Connected Community) platform — the same trusted middleware Vista customers already rely on. When data changes in either system, the change flows in seconds to minutes, not overnight. There are no manual files to upload, no scheduled imports to babysit, and no batch failures buried in a folder somewhere — failures surface where your team can act on them.