Standard Import Templates
A list of the standard templates available in Vista™..
The tables below list the standard import templates currently available in Vista. The Add'l Info, Direct Import, and Multi-Table columns provide additional information about each template where applicable. The following explains each of these columns:
- Add'l Info: If additional information is available for a template, a link displays in this column. Additional information will typically be setup requirements or recommendations, or important information about the template.
- Direct Import: There are two types of imports: direct imports and batch imports. Direct import templates (marked with an X in the column) are used for non-batch imports. In other words, instead of the data being uploaded to a batch, the data is uploaded directly to the data table. For example,the APVendor import uploads directly to the APVM (Vendor Master) table. For more information about import types, see Import Types.
- Multi-Table: If the template updates more than one table, an X displays in this column.
To quickly navigate through the list of standard import templates, use these links:
Templates A-B
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| AboutTime | About Time Time Card Import | |||
| ACA1095Cov | Covered Individuals | X | ||
| ACA1095Emp | PR ACA 1095-C Employee | X | ||
| ACA1095Mth | Monthly Offer of Coverage | X | ||
| ACA1095History | Resource Master History | X | ||
| ALKON SPEC | Command Alkon Imports | |||
| AP CIS Inv | Construction Imaging AP Inv | X | ||
| AP Invoice | Accounts Payable Invoices | Add'l Info | X | |
| AP Inv Txt | AP Textura Subcontract Invoices | Add'l Info | X | |
| AP Pay | AP Payment | Add'l Info | X | |
| AP Pay Txt | AP Payment Textura | Add'l Info | X | |
| APUnappInv | AP Unapproved Invoice | X | X | |
| APVendor | AP Vendors Import | X | ||
| AR Invoice | Accounts Receivable Invoices | Add'l Info | X | |
| AR Customer | Accounts Receivable Invoices | |||
| BANK | Bank Boston |
Templates C-F
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| CMOutstand | CM Outstanding Entries Import | |||
| CMTransfer | Cash Management Transfers | |||
| Comdata AP | Comdata Import | X | ||
| COMDATA_CE | COMDATA CEMS | COMDATA_CE | X | |
| COMDATA_R | Comdata Auto Reconciliation | Add'l Info | X | |
| DATAMAX | PAYROLL TIMECARD DATAMAX | |||
| EFS_R | EFS Auto Reconciliation | Add'l Info | X | |
| EM Equip | EM Equipment Import | X | ||
| EM LOC TR | EM Location Transfers | |||
| EM Meter | EM Meter Readings Import | |||
| FAS | FAS IMPORT | Add'l Info | ||
| FAS CUSTOM | FAS Custom Export | Add'l Info | ||
| FAS DACCT | FAS DEPRECIATION ACCOUNT | Add'l Info | ||
| FAS EACCT | FAS EXPENSE ACCOUNT | Add'l Info |
Templates G-I
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| GASBOY | Gasboy Fuel | |||
| GL Import | GL Import Template | |||
| GL MBudget | GL Monthly Budget | X | ||
| GLAC | GL Chart of Accounts | X | ||
| HD PSX EM | Hard Dollar PSX Equipment Usage | |||
| HD PSX PR | Hard Dollar PSX Payroll | |||
| HRResMast | HR Resources | HR Resources | X | |
| HQTRADE | HQ Materials Trade Service | X | ||
| HYJOB JC | HCSS Heavy Job Cost Progress | |||
| HYJOB PR | HCSS Heavy Job TimeCards | |||
| IN ADJUST | IN Adjustments | |||
| INMatOrder | IN Material Order Import | |||
| INPhyCount | IN Physical Count Worksheet | X | ||
| IN Product | Inventory Production | X | ||
| INTRADE | INMT Trade Service Import | X |
Templates J-M
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| JBIT | JB Progress Bill Items Update | Add'l Info | X | |
| JCChgOrd | JC Change Order | Add'l Info | X | X |
| JCChgOrdPS | JC Change Order - ProjectSight | Add'l Info | X | X |
| JC MAT USE | Job Cost Material Use | Job Cost Material Use | ||
| JC REV ADJ | Job Cost Revenue Adjustments | |||
| JCCI | JC Contract Items Import | JC Contracts Import / JC Contract Items Import | X | |
| JCCM | JC Contracts Import | Add'l Info | X | |
| JCJobPhase | JC Job Phases | X | ||
| JCJobPhCT | JC Job Phase Cost Types & Est | X | ||
| JCJobs | JC Jobs Import | X | ||
| JCPhases | JC Phases Maintenance | JC Phases Form Maintenance / JC Phase Cost Types | X | |
| JCPhasesCT | JC Phase Cost Types | Add'l Info | X | |
| JC Progres | JC Job Progress Entry | X | ||
| JOB COST | JOB COST UPDATE | |||
| LIBRA | Libra Generation Three | |||
| MSHEntry | MS Haul Entry Timesheet | X |
Templates P-T
| Template | Description | Add'l Info | Direct Import | Multi-Table |
|---|---|---|---|---|
| PM FIRM | PM Firms | X | ||
| PMFContact | PM Firm Contacts | X | ||
| PMSubmit | PMSubmittal Import | |||
| PMSumitHD | PM Submittal Header Detail | X | ||
| PO | Purchase Orders | Add'l Info | X | |
| POEntryPS | PO Entry - PS | Add'l Info | X | |
| POItems | POItems | Add'l Info | ||
| PO_MMI | PO Import for MMI | Add'l Info | X | |
| PO Receipt | PO Receipt Import | |||
| POVendMatl | PO Vendor Materials | Add'l Info | X | |
| PR DirDep | Payroll Direct Deposits | X | ||
| PR Empl | PR Employees | Add'l Info | X | |
| PR Empl AE | PR Employee Automatic Earnings | |||
| PR Empl DL | PR Employee Dedns/Liabs | X | ||
| PREmpAccum | Payroll Employee Accumulations | X | ||
| PT EM Use | PowerTrack Equipment Usage | |||
| PT JC Proj | PowerTrack Job Progress | |||
| PT Lbr Eqp | PowerTrack Labor for Mechanics | |||
| PT Lbr Job | PowerTrack Labor for Jobs | |||
| PunchList | PM Punch List Item Import | Add'l Info | X | |
| SELTEC | BMG Seltec Premium | |||
| SLChgOrd | SL Change Order | Add'l Info | ||
| SLChgOrdPS | SL Change Order - ProjectSight | Add'l Info | ||
| SLEntry | SL Subcontract Entry | Add'l Info | X | |
| SLEntryPS | SL Entry - ProjectSight | Add'l Info | X | |
| SMCustomer | SM Customers | Add'l Info | X | |
| SMWOCMisc | SM Work Complete Miscellaneous | Add'l Info | X | |
| SMWorkOrder | SM Work Orders | Add'l Info | X | X |
| TeklaJCAdj | PS - Tekla Job Cost Adjustment | Add'l Info | ||
| TeklaPO | PS - Tekla Purchase Order | Add'l Info | X | |
| TeklaPORec | PS - Tekla PO Receipts Import | Add'l Info |
