Sync with your ERP System
Administrators can sync Viewpoint Team™ with the connected ERP system (Vista, Spectrum, or Jobpac) to refresh some types of data that have been updated in the ERP system. Sync the connected ERP system by going to
- Companies/Cost Centers
- Status Codes (applies to Vista-integrated systems only)
- Document Types (applies to Vista-integrated systems only)
Click on your name in the upper right corner and select
Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.
If you have more than one enterprise, select it from the Admin Center list.The selected Enterprise tab appears.
Click the Vista/Spectrum/Jobpac
The Vista/Spectrum/Jobpac Refresh area displays the time and date of the last sync between Viewpoint Team™ and the ERP system.
Click Refresh to sync data from the
You can continue working while the data is syncing. However, if you log out of Viewpoint Team™, the sync will stop.