Siteline and Viewpoint Vista have a two-way, real-time integration. This lets you manage billing, change orders, lien waivers, and sworn statements in Siteline while keeping Vista as the system of record for accounting.

Siteline reads the following data directly from your Vista SQL Server database to populate projects, contracts, change orders, and lien-waiver workflows.

Siteline reads job records from Vista's Job Cost module to create and sync project information in Siteline. This includes job number, job name, company, division, and contract details.

Contract line items from Vista's JC Contracts screen populate the Schedule of Values (SOV) in Siteline. This includes line item descriptions, amounts, cost codes, and unit of measure.

Best practice: SOVs should be maintained in Vista's JC Contracts module. Siteline reads from this source to ensure clean imports and accurate change order handling.

Approved change orders from Vista's JC Change Orders sync into Siteline, keeping the SOV up to date. This includes change order number, description, and amount adjustments per line item.

Siteline reads the vendor list from Vista's AP Vendors screen so vendors can immediately be used for lien-waiver requests and sworn statements.

With a click of a button, A/P invoice amounts from Vista's Accounts Payable module populate onto vendor and lower-tier lien waivers within Siteline. This lets you accurately fill in amounts paid to subcontractors and suppliers.

Payment records from Vista's Accounts Receivable module sync into Siteline to populate amounts received on primary lien waivers.

When you submit a pay app in Siteline, billing amounts are written back into Vista as A/R invoices. Siteline supports two write paths depending on how your Vista instance is configured.

For customers using Vista's standard AR Billing module, Siteline writes pay apps into Vista's AR Batch Process as an invoice batch. Siteline allocates a batch ID through Vista's HQ Batch Control, uses your AR Company Setup auto-numbering when enabled, and creates one batch header row per invoice plus one batch line per SOV line item (amounts, retainage, tax, JC contract item reference).

After Siteline writes the batch, your team posts it from Vista's AR Batch Process (Validate → Post), which moves the rows from the staging batch into Vista's posted AR transactions.

For customers using Vista's Job Billing (JB) module, Siteline writes billing data into JB Billing instead of the standard AR module. This path is used when your Vista instance is configured to use JB for contract billing rather than the standard AR module. The data written includes billing period amounts, retainage, and line item references per JC contract item. After Siteline writes the JB invoice, your team runs JB Interface in Vista to push the data into AR.

For Vista customers, Siteline supports syncing Change Order Requests directly into Vista's PM Change Orders. Multiple related CORs can be linked, added to the SOV, and synced together.

After Siteline writes the change order on the PM side, your team runs PM Interface in Vista to push it into Job Cost.

Some Vista customers structure work so that several Vista projects (jobs) all link to a single Vista contract — for example, when internal divisions run separate jobs against the same customer contract. Siteline supports this setup by importing the contract, not each individual job, as a single Siteline project.

When this mode is enabled:

This is a Vista-specific import configuration. It is set up by Siteline Support during onboarding — see Setup — and cannot be toggled on a per-project basis after import.