Standard Import Templates

A list of the standard templates available in Vista™ by Viewpoint..

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

Templates C-F

Templates G-I

Templates J-M

Templates P-T

Templates A-B

TemplateDescriptionAdd'l InfoDirect ImportMulti-Table
AboutTimeAbout Time Time Card Import
ALKON SPECCommand Alkon Imports
AP CIS InvConstruction Imaging AP InvX
AP InvoiceAccounts Payable InvoicesAdd'l InfoX
AP Inv TxtAP Textura Subcontract InvoicesAdd'l InfoX
AP PayAP PaymentAdd'l InfoX
AP Pay TxtAP Payment TexturaAdd'l InfoX
APUnappInvAP Unapproved InvoiceXX
APVendorAP Vendors ImportX
AR InvoiceAccounts Receivable InvoicesAdd'l InfoX
AR CustomerAccounts Receivable Invoices
BANKBank Boston

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Templates C-F

TemplateDescriptionAdd'l InfoDirect ImportMulti-Table
CMOutstandCM Outstanding Entries Import
CMTransferCash Management Transfers
Comdata APComdata ImportX
COMDATA_CECOMDATA CEMSCOMDATA_CEX
COMDATA_RComdata Auto ReconciliationAdd'l InfoX
DATAMAXPAYROLL TIMECARD DATAMAX
EFS_REFS Auto ReconciliationAdd'l InfoX
EM EquipEM Equipment ImportX
EM LOC TREM Location Transfers
EM MeterEM Meter Readings Import
FASFAS IMPORTAdd'l Info
FAS CUSTOMFAS Custom ExportAdd'l Info
FAS DACCTFAS DEPRECIATION ACCOUNTAdd'l Info
FAS EACCTFAS EXPENSE ACCOUNTAdd'l Info

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Templates G-I

TemplateDescriptionAdd'l InfoDirect ImportMulti-Table
GASBOYGasboy Fuel
GL ImportGL Import Template
GL MBudgetGL Monthly BudgetX
GLACGL Chart of AccountsX
HD PSX EMHard Dollar PSX Equipment Usage
HD PSX PRHard Dollar PSX Payroll
HRResMastHR ResourcesHR ResourcesX
HQTRADEHQ Materials Trade ServiceX
HYJOB JCHCSS Heavy Job Cost Progress
HYJOB PRHCSS Heavy Job TimeCards
IN ADJUSTIN Adjustments
INMatOrderIN Material Order Import
INPhyCountIN Physical Count WorksheetX
IN ProductInventory ProductionX
INTRADEINMT Trade Service ImportX

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Templates J-M

TemplateDescriptionAdd'l InfoDirect ImportMulti-Table
JBITJB Progress Bill Items UpdateAdd'l InfoX
JCChgOrdJC Change OrderAdd'l InfoXX
JCChgOrdPS JC Change Order - ProjectSightAdd'l InfoXX
JC MAT USEJob Cost Material UseJob Cost Material Use
JC REV ADJJob Cost Revenue Adjustments
JCCIJC Contract Items ImportJC Contracts Import / JC Contract Items ImportX
JCCMJC Contracts ImportAdd'l InfoX
JCJobPhaseJC Job PhasesX
JCJobPhCTJC Job Phase Cost Types & EstX
JCJobsJC Jobs ImportX
JCPhasesJC Phases MaintenanceJC Phases Form Maintenance / JC Phase Cost Types X
JCPhasesCTJC Phase Cost TypesAdd'l InfoX
JC ProgresJC Job Progress EntryX
JOB COSTJOB COST UPDATE
LIBRALibra Generation Three
MSHEntryMS Haul Entry TimesheetX

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Templates P-T

TemplateDescriptionAdd'l InfoDirect ImportMulti-Table
PM FIRMPM FirmsX
PMFContactPM Firm ContactsX
PMSubmitPMSubmittal Import
PMSumitHDPM Submittal Header DetailX
POPurchase OrdersAdd'l InfoX
POEntryPSPO Entry - PSAdd'l InfoX
POItemsPOItemsAdd'l Info
PO_MMIPO Import for MMIAdd'l InfoX
PO ReceiptPO Receipt Import
POVendMatlPO Vendor MaterialsAdd'l InfoX
PR DirDepPayroll Direct DepositsX
PR EmplPR EmployeesAdd'l InfoX
PR Empl AEPR Employee Automatic Earnings
PR Empl DLPR Employee Dedns/LiabsX
PREmpAccumPayroll Employee AccumulationsX
PT EM UsePowerTrack Equipment Usage
PT JC ProjPowerTrack Job Progress
PT Lbr EqpPowerTrack Labor for Mechanics
PT Lbr JobPowerTrack Labor for Jobs
PunchListPM Punch List Item ImportAdd'l InfoX
SELTECBMG Seltec Premium
SLChgOrdSL Change OrderAdd'l Info
SLChgOrdPS SL Change Order - ProjectSightAdd'l Info
SLEntrySL Subcontract EntryAdd'l InfoX
SLEntryPS SL Entry - ProjectSightAdd'l InfoX
SMCustomerSM CustomersAdd'l InfoX
SMWOCMiscSM Work Complete MiscellaneousAdd'l InfoX
SMWorkOrderSM Work OrdersAdd'l InfoXX
TeklaJCAdjPS - Tekla Job Cost AdjustmentAdd'l Info
TeklaPOPS - Tekla Purchase OrderAdd'l InfoX
TeklaPORecPS - Tekla PO Receipts ImportAdd'l Info

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