B2W with Vista Integration Series

Duration (2 hours). This internal training is designed for consultants implementing B2W and Vista solutions.  

The process of mapping job structures and costs between B2W and Vista is undeniably complex. It's crucial to establish data consistency and accuracy during export/import processes. Syncing resources allows you to configure and map data, handle special cases, and ensure data relevance and accuracy. Importing job data from Vista that reflects the correct quantities, units of measure, and cost breakdowns safeguards field crews with accurate and relevant data for their B2W tasks. Customizing export templates to match customer-specific needs promotes the smooth export of field logs, time cards, and equipment data from B2W to Vista.

This 4-part course includes the following lessons: 

• B2W Estimate with Vista Integration (Resources Required from Vista and Budget Export Settings) 
• B2W Track with Vista Integration (Resource Import Population from Vista) 
• B2W Track with Vista Integration (Importing Jobs to Track from Vista) 
• B2W Estimate with Vista Integration (Field Log Export and Payroll)