Overview
Connecting Vergo to Foundation requires three setup steps completed in order: creating a dedicated ODBC user in Foundation. 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: [Create the password but remember it for onboarding as you will need it again during account linking]
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 (On Prem Setup Only): 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:
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.
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.