Import Forms

Each import template you create must specify an Import Form. Import Forms identify the database tables into which data is imported.

The following import forms are currently available in the system. If additional information is available for an import form, an Add'l Info link displays in the Sample / Add'l Info column. If a sample file is available for an import, you can access that file by clicking on the sample link. Sample files show which fields require entry, which fields are importable, and which fields have Viewpoint Defaults available, along with specific comments for each field.

Import Forms A - E

Import Forms G - I

Import Forms J - P

Import Forms SL-SM

Import Forms A - E

Import FormSample / Add'l InfoDestination Table/ViewVista Form
APEntrySample

Add'l Info

APHB (Header Batch)AP Transaction Entry
APEntryDetailSample

Add'l Info

APLB (Line Batch)AP Transaction Entry
APPayEditAPPB (Payment Header Batch)AP Payment Posting
APPayEditDetailAPTB (Payment Transaction Batch)AP Payment Posting

APUnappInv

Add'l InfoAPUI (Unapproved Invoice)AP Unapproved Invoices
APUnappInvItemsAdd'l InfoAPUL (Unapproved Invoice Lines)AP Unapproved Invoices
APVendMasterSampleAPVM (Vendor Master)AP Vendors
ARCustomersSampleARCM (Customer Master)AR Customers
ARInvoiceEntrySampleARBH (Transaction Header Batch)AR Invoice Entry
ARInvoiceEntryLinesSampleARBL (Trans Batch Lines)AR Invoice Entry
CMIMPORTCLEARCMCE (Cleared Entries)CM Cleared Entries
CMPOSTCMDB (Detail Batch)CM Outstanding Entries
CMTRCMTB (Transfer Batch)CM Transfers
EMCostAdjEMBF (Posting Batches)EM Cost Adjustments
EMEquipmentSampleEMEM (Equipment Master)EM Equipment
EMLocationTransferEMLocationHistoryEM Location Transfer
EMMeterReadingsSampleEMBF (Posting Batches)EM Meter Readings
EMUsePostingEMBF (Posting Batches)EM Usage Posting
EMWOTimeCardsEMBF (Posting Batches)EM Maintenance Timecard Entry

Back to Top

Import Forms G - I

Import FormSample / Add'l InfoDestination Table/ViewVista Form
GLACGLAC (Account) GL Chart of Accounts
GLBDGLBD (Monthly Budget)GL Monthly Budget Detail
GLJESampleGLDB (Detail Batch)GL Journal Transaction Entry
HQMTSampleHQMT (Materials)HQ Materials
HRResBenACACoverageHistHRResBenACACoverageHistHR Resource Benefits, ACA Coverage History tab
HRResourceBenefitsHREB (Resource Benefits)HR Resource Benefits
HRResourceBenefitsDLCodesHRBL (Resource Benefit Dedn/Liab)HR Resource Benefits, Deduction/Liability Codes tab
HRResourceBenefitsECodesHRBE (Resource Benefit Earnings)HR Resource Benefits, Earnings Codes tab
HRResourceDependentsHRDP (Resource Dependents)HR Resource Dependents
HRResourceMasterHRRM (Resource Master)HR Resources
HRResourceMasterACAHistoryHRResourceMasterACAHistoryHR Resources, ACA History tab
HRResourceSalaryHRSH (Salary History)HR Resource Salary History
HRResourceSkillsHRRS (Resource Skills)HR Resource Skills
HRResourceTrainingHRET (Resource Training)HR Resource Training
IMXRefDetailIMXD (Cross Ref Detail)IM Cross Ref Detail
INAdjustmentsSampleINAB (Adjustment Batch)IN Adjustment Entry
INMaterialsSampleINMT (INMT Materials)IN Location Materials
INMOEntrySampleINMB (Material Order Header Bat)IN Material Order Entry
INMOEntryItemsSampleINIB (Material Order Item Batch)IN Material Order Entry
INPhyCountINCW (Physical Count Worksheet)IN Physical Count Worksheet
INProductionINPB (INProduction)IN Production Entry
INProdComponentsINPD (INProdComponents)IN Production Entry

Back to Top

Import Forms J - P

Import FormSample / Add'l InfoDestination Table/ViewVista Form
JBProgressBillItemsJBIT (JB Bill Items)JB Progress Bill Items Edit
JCOHAdd'l InfoJCOH (Change Orders)JC Change Orders
JCCISampleJCCI (Contract Items)JC Contract Items
JCCMSampleJCCM (Contract Master)JC Contracts
JCCostAdjSampleJCCB (Cost Adjustments Batch)JC Cost Adjustments
JCJMSampleJCJM (Job Master)JC Jobs
JCJPSampleJCJP (Job Phases)JC Job Phases
JCJPESTSampleJCCH (Cost Header)JC Original Estimates
JCMatUseSampleJCCB (Cost Adjustments Batch)JC Material Use
JCPCJCPC (Phase Cost Types)JC Phase Cost Types
JCPMJCPM (Phase Master)JC Phases Maintenance
JCProgressSampleJCPP (Progress Posting Batch)JC Progress Entry
JCRevAdjJCIB (Contract Item Trans Batch)JC Revenue Adjustments
MSHaulEntryMSHB (Haul Header Batch)MS Hauler Time Sheet Entry
MSHaulEntryLinesMSLB (Haul Line Batch)MS Hauler Time Sheet Entry
MSTicEntryMSTB (Ticket Batch)MS Ticket Entry
PMCostProjectionResDetJCCostProjectionResDetPM Cost Projection Editor, Projection Detail tab
PMFirmContactsPMPM (Firm Contacts)PM Firm Contacts
PMFirmMasterPMFM (Firm Master)PM Firms
PMPunchListItemsSamplePMPI (Punch List Items)PM Punch Lists
PMSubmittalSamplePMSM (Submittals)PM Submittals - 6.5
PMSubmittalItemsPMSI (Submittal Items)PM Submittals - 6.5
PMSubmittalRegisterGridSamplePMSubmittalPM Submittal Register
POEntryPOHB (PO Header Batch)PO Purchase Order Entry
POEntryItemsSamplePOIB PO Item Batch)PO Purchase Order Entry
POReceiptsPORB (Receipt Batch)PO Receipts Entry
POVMPOVM (Vendor Materials)PO Vendor Materials
PR1095CoveredPR1095CoveredPR ACA 1095-C Employee, Covered Individuals tab
PR1095HeaderPR1095HeaderPR ACA 1095-C Employee
PR1095MonthCoveragePR1095HeaderPR ACA 1095-C Employee, Monthly Offer of Coverage tab
PRAutoEarnPRAE (Automatic Earnings)PR Automatic Earnings
PRDednLiabPRDL (Deductions/Liabilities)PR Deductions/Liabilities
PRDirDepPRDD (Employee Deposit Distr)PR Employees, Add'l Direct Deposits tab
PREmplSamplePREH (Employee Header)PR Employees
PREmplAccumsPREA (Employee Accums)PR Employee Accumulations
PREmplDLPRED (Employee Dedns/Liabs)PR Employee Dedns/Liabs
PRTimecardsSamplePRTB (Timecard Batch)PR Timecard Entry

Back to Top

Import Forms SL-SM

Import FormSample / Add'l InfoDestination Table/ViewVista Form
SLChangeOrdersAdd'l InfoSLChangeOrderEntrySL Change Order Entry
SLEntryAdd'l InfoSLSubcontractEntrySL Subcontract Entry
SMAgreementSampleSMAgreementExtendedSM Agreements
SMAgreementBillingScheduleSMAgreementBillingScheduleSM Agreement Billing Schedule
SMAgreementDeferralAdd'l InfoSMAgreementRevenueDeferralSM Agreement Amortization Sche
SMAgreementServiceAdd'l InfoSMAgreementServiceSM Service
SMAgreementServiceDeferralAdd'l InfoSMAgreementServiceRevDeferSM Agreement Service Deferral
SMClassificationSMClassSM Serviceable Item Class
SMClassMaintenanceSMClassMaintenanceSM Class Maintenance
SMCustomerAdd'l InfoSMCustomerSM Customers
SMDepartmentSMDepartmentSM Departments
SMDepartmentBurdenOverridesSMDepartmentBurdenOverrideSM Departments
SMDepartmentOverridesSMDepartmentOverridesSM Departments
SMDivisionSMDivisionSM Divisions
SMRequiredLaborAdd'l InfoSMRequiredLaborExtSM Required Labor
SMRequiredMaterialAdd'l Info

Sample

SMRequiredMaterialExtSM Required Material
SMRequiredMiscSMRequiredMiscExtSM Required Misc
SMRequiredTasksAdd'l Info

Sample

SMRequiredTasksExtSM Required Tasks
SMServiceItemMaintenanceSMClassMaintenanceServiceItemSM Serviceable Items, Maintenance tab
SMServiceItemPartSMServiceItemPartSM Serviceable Item Parts
SMServiceItemsSMServiceItemsSM Serviceable Items
SMServiceSiteAdd'l InfoSMServiceSiteSM Service Sites
SMTypeSMTypeSM Serviceable Item Class
SMWorkCompletedAdd'l Info SMWorkCompleted
SMWorkCompletedDetailSM Work Completed
SMWorkCompletedEquipmentAdd'l InfoSMWorkCompletedSM Work Completed Equipment
SMWorkCompletedInventoryAdd'l InfoSMWorkCompletedSM Work Completed Inventory
SMWorkCompletedMiscAdd'l InfoSMWorkCompletedSM Work Completed Misc
SMWorkOrderAdd'l InfoSMWorkOrderSM Work Orders
SMWorkOrderScopeSMWorkOrderScopeSM Work Orders
SMWorkScopeSMWorkOrderSM Work Scopes

Back to Top