General Inquiries

Procore/Vista ERP Integration

  • 1.  Procore/Vista ERP Integration

    Posted 05-13-2020 12:57
    We are using the ERP integration with Procore and Vista. It has been a slow process, but we are getting some traction and making it work for our organization. We are still struggling to find the best way to manage prime contracts to get the information from the PM about how their budget correlates to the prime contract schedule of values. We export the budget and it all pushes to one default contract item in Vista. Then we have to have a separate communication with the PM on what the schedule of values should look like, then start piecing together which phases goes to each contract item. Once we sort all of that out I sync the prime contract SOV from Vista to Procore. How are other companies handling this to make it as efficient and possible?

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    Sara Jones CCIFP,CMA,CSCA
    Vice President of Risk Management and Strategy
    Oswald Company, Inc.
    Cincinnati OH
    (513) 793-8080
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  • 2.  RE: Procore/Vista ERP Integration

    Posted 05-19-2020 10:48
    Hi Sara,

    We've worked on a number of similar integrations. Would be more than happy to discuss your matter over a free 1 hr consultation.

    Jon
    jon@olsenconsulting.ca
    403-836-5118


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    Jon Olsen
    President/CEO
    Olsen Consulting
    Calgary AB
    (403) 836-5118
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  • 3.  RE: Procore/Vista ERP Integration

    Posted 05-21-2020 15:11
    I have worked with Jon Olsen on a few projects with mutual clients, he does a great job and would be able to help.  You may want to touch base with him.
    Good luck!