SyncLinx is an application we offer that bridges the gap between Vista by Viewpoint and ExakTime and allows you to import Vista entities into ExakTime to quickly get you started and help limit double-entry.

AccountLinx is the other half of SyncLinx and allows you to export your ExakTime time data for Vista. If you would like steps on setting up AccountLinx and exporting your time data into Vista, refer to our article that covers connecting the applications and the exporter settings.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Vista support. We will try to assist you as much as we are able, but there are aspects of the Vista that are out of our area of expertise and your questions may be better served by Vista support or your trusted contact to answer/assist.

As Vista allows flexibility to fit various needs, we cannot take every unique setup into account. It is advised to read through this article before setting up SyncLinx/AccountLinx to understand what is needed ahead of time.

Table of Contents

• Connecting SyncLinx to Vista
• Importer Settings for Vista
• Importing Entities with SyncLinx

Connecting SyncLinx to Vista

1. Open SyncLinx if not already open.
2. Go to Tools at the top and click Select Data Source.... This should open a window with a list of available data source options.
3. Select "Viewpoint Construction Software" and click OK.
4. A warning may appear saying that there is a connection error. This is expected if the SyncLinx connection to Vista has not been made on the computer. Click OK on the warning. 
5. A window should open to set up the settings for the Vista data importer. Click Connection. 
6. A Connection Setup window should open. In the Connection Setup window, set up/enter the following information:
   • Server
   • Database
   • User ID
   • Password
7. Save the connection.
8. You can save your changes until you return to the main page of SyncLinx or adjust any of the other importer settings for Vista.

Importer Settings for Vista

SyncLinx offers a few options for Vista that may help when importing certain entities into ExakTime.

1. Go to Tools at the top and click Vista Software Settings....
2. The following options will be available:
   Connection Tab

   • Used to setup the connection between SyncLinx and your Vista system.

   Employee Import Tab

   • Import Employees From - Select the company to import employees from.
   • General
     • Module to Import From - Select if you want to import from HR (Human Resources) or PR (Payroll) module of Vista.
     • Import Employee Category per Company - 
     • Import Employee Mobile Group per Company - 

   Cost Code Import Tab

   • Import Cost Codes From - Select the company to import cost codes from.

   Location Import Tab

   • Import Locations From - Select the company to import locations from.
   • General
     • Import Work Orders as Locations - Enable to import Vista work orders as Locations.
     • Import Cost Codes per Location - Enable to set up the location viewsets based on the associations from Vista.
     • Import Location Category per Company - Enable to create and assign the location category based on the company.
     • Import Location Mobile Group per Company - Enable to create and assign the location mobile group based on the company.
     • Address Type for Locations - Specify if you want to use the Shipping or Mailing address.
3. Save your changes.

Importing Entities with SyncLinx

When importing your entities, it is advised to import the information in the following order for Vista:

• Employees
• Cost Codes
• Locations

If the option to "Import Cost Codes per Location" has been enabled, SyncLinx will set the viewset for a location to match the cost codes assigned to a job in Vista. After a job in Vista is imported into ExakTime Connect as a location, it will compare the cost codes assigned to the job in Vista with the cost codes currently in ExakTime Connect and limit what cost codes are available for the location with a viewset. Importing the job before the cost codes may result in the job having the incorrect location viewset. 

The import process for SyncLinx is standardized for all accounting/payroll applications we integrate with. If you are unfamiliar with using SyncLinx, please refer to the following article.