Overview

Connecting Vergo to Foundation requires three setup steps completed in order: creating a dedicated ODBC user in Foundation, installing two pieces of software (the ODBC Driver and the FSI Importer), and raising a ticket with your IT team to whitelist Vergo's IP addresses. Your Vergo implementation specialist will guide you through this process and confirm the connection is working before you go live.

Before starting, identify whether you are a Foundation Cloud (Hosted) customer or a Foundation On-premise customer — the installation requirements differ between the two.

Step 1: create an ODBC user in Foundation

Vergo connects to Foundation via ODBC. You need to create a dedicated user in Foundation with ODBC access enabled before any sync can happen.

Go to Security in Foundation

Open the Foundation main menu.
Under Tools and System, select Security.

Add the Vergo user

In the Security window, press the + sign next to Foundation Software LLC to expand the tree.
Right-click the Users folder and select Add user...
In the New User window, enter the following details exactly as shown:
- User ID: Vergo
- Name: Vergo
- Password: [Provided by your onboarding manager]
- Company No: Your company name
- ODBC Access: checked (this is required — do not skip)
Leave all other fields at their defaults and click OK to save the user.

Let Vergo know the user is created

Once the ODBC user has been created, fill out the Foundation Info form so the Vergo team can test the connection on our end before you proceed to the next steps.

Step 2: raise a support ticket with your IT team

Your IT team needs to whitelist Vergo's IP addresses and grant the Vergo ODBC user access to the necessary Foundation database tables. Send your IT team the following message:

"We would like to whitelist the following IP addresses for our Vergo integration:

13.58.14.240
18.219.160.98
3.143.37.24
54.211.124.85
54.210.72.129
52.204.28.159

Could you also whitelist the following Foundation database and user to enable writing data to the tables and stored procedures listed below?

Database: [your Foundation database name]
User: Vergo
Tables / Stored Procedures:
- Pending_po_sync_header
- Pending_po_sync_detail
- Pending_po_sync_header
- Pending_po_sync_detail
- Sp_insert_update_ jobs
- Pending_po_sync_header
- Pending_po_sync_detail
- Pending_timecards

Thank you."

Replace [your Foundation database name] with your actual Foundation database name before sending. If you're unsure of your database name, your Vergo implementation specialist can help you locate it.

Step 3: install the ODBC Driver

The Microsoft ODBC Driver 18 for SQL Server is required for Vergo to communicate with Foundation's database.

Who needs to install it?

Foundation Cloud (Hosted) customers: must be installed on your server.
Foundation On-premise customers: only needs to be installed on one main computer.

Download the driver

Go to Microsoft's Download ODBC Driver for SQL Server page.
In the Download for Windows section, click Download Microsoft ODBC Driver 18 for SQL Server (x64).
The file msodbcsql.msi will download to your Downloads folder.

Install the driver

Double-click msodbcsql.msi to launch the Installation Wizard.
On the Welcome screen, click Next.
On the License Agreement screen, select I accept the terms in the license agreement and click Next.
On the Feature Selection screen, select Client Components and click Next.
On the Ready to Install the Program window, click Install.
If a User Account Control (UAC) prompt appears, click Accept.
When installation completes, click Finish.

Configure the ODBC data source

After installing the driver, you need to create a System DSN so Foundation can be referenced as a data source.

Right-click the Start Menu and select Search. Type ODBC in the search box.
Open ODBC Data Sources — use the 64-bit version if you are running 64-bit Excel, or the 32-bit version if you are running 32-bit Excel. If you are unsure, check Microsoft's guidance on choosing between 64-bit and 32-bit Office.
In the ODBC Data Source Administrator window, click the System DSN tab, then click Add.
From the driver list, select ODBC Driver 18 for SQL Server and click Finish.
In the Name and Description fields, enter the name of your Foundation database. In the Server field, enter exactly: sql.foundationsoft.com,9000. Click Next.
Select With SQL Server authentication using a login ID and password entered by the user. Enter the Vergo User ID (Vergo) and password (provided by your onboarding manager) you created in Step 1. Click Next.
Check Change the default database and type or paste your Foundation database name into the field. Uncheck Use ANSI nulls, paddings, and warnings. Click Next.
In the Connection Encryption dropdown, select Optional. Click Finish.
On the summary screen, click Test Data Source. You should see TESTS COMPLETED SUCCESSFULLY! in the results window.
Click OK to save the new ODBC DSN.

Step 4: install the FSI Importer

The FSI Importer is Foundation's data import tool. Vergo uses it on the back end to enable auto-sync — you won't use it directly, but it must be installed and running for the integration to work.

Who needs to install it?

Foundation Cloud (Hosted) customers: can be installed on up to 3 computers. Install it on each computer used by anyone who will be uploading data into Foundation.
Foundation On-premise customers: must be installed on each computer used by anyone who will be uploading data into Foundation.

Download and install the FSI Importer

Log in to the Foundation Client Portal.
Navigate to:
- Foundation Cloud (Hosted) customers: Resources → Downloads
- Foundation On-premise customers: Resources → Software Releases
Select the download icon for the FSI Importer.
Once downloaded, open the .exe file from your Downloads folder.
Follow the installation wizard through to completion.

Repeat the installation on each additional computer that requires it (see "Who needs to install it?" above).

How to set up the Foundation integration via Agave Connector

Vergo can connect to Foundation using the Agave Connector, a lightweight desktop application that syncs data between Foundation and Vergo. This is an alternative to the direct ODBC setup — if your implementation specialist has directed you to use the Agave Connector, follow the steps below.

Step 1: download and install the software

Use this link to download the setup file: Agave Connector Setup

Agave Connector setup file / installer

Step 2: open the Agave Connector and add an account

Open the Agave Connector application and press Add Account.

Agave Connector Accounts screen with "Add Account" button highlighted

Step 3: select Foundation as your source system

In the Select Source System window, choose Foundation.

Select Source System screen with Foundation highlighted

Step 4: enter your Foundation database details

Note: these are the credentials for the Vergo ODBC user you created for Foundation.

Fill in the following fields:

Database Name: [your Foundation database name]
Host: sql.foundationsoft.com
Port: 9000
User: [your Vergo ODBC username]
Password: [your Vergo ODBC password]

Click Test and Save.

Database Configuration screen

Step 5: enter your Agave API credentials

On the next screen, enter the Account ID and Token provided by your Vergo implementation specialist.

Account ID: [provided by Vergo]
Token: [provided by Vergo]
Environment: https://api.agaveapi.com

Click Test and Save.

Agave API Configuration screen

What happens next?

Once your account is added and both screens show a successful test, notify your Vergo implementation specialist so they can verify the end-to-end connection before you begin syncing live data.

If you run into any issues during setup, contact Vergo support with a description of where you got stuck and any error messages you're seeing.