Skip to main content

How to set up the Spectrum integration

A step-by-step guide to connecting Vergo with Viewpoint Spectrum, including whitelisting Vergo's IPs, configuring Info-Link users and table permissions, and setting up a Data Exchange Authorization ID.

Overview

Connecting Vergo to Viewpoint Spectrum involves four steps completed in order:

  1. Submit a support case to Viewpoint to whitelist Vergo's IP addresses

  2. Configure Info-Link users and table permissions inside Spectrum

  3. Create a Data Exchange Authorization ID and enable required web services

  4. Send your Spectrum connection details to your Vergo implementation specialist

Work through these steps in sequence. Your Vergo implementation specialist will verify the connection is working after you submit the completion form at the end.

Step 1: submit a Viewpoint support case to whitelist Vergo's IPs

Vergo's servers need to be whitelisted in your Spectrum instance before any connection can be made. This is done by raising a support case with Viewpoint directly.

  1. Go to https://support.viewpoint.com/s/ and log in to your Viewpoint Customer Support account.

  2. Select My Resources, then Submit a Case.
    ​
    ​

    Image from page 1


    ​

  3. Select Support, then Systems/IT.
    ​
    ​

    Image from page 1


    ​

  4. Under Which product are you using?, fill in the following and click Search
    ​Knowledge Base:

    • Product: Spectrum

    • Version: your Spectrum version (e.g. 2022 R3)

    • Module: SDX - Data Exchange - Spectrum

    • Brief Summary: API Endpoint IP Whitelist
      ​

      Image from page 2

  5. Scroll to the bottom and click Continue to Case Creation.

  6. Set Priority to High.

  7. In the Description field, paste the following message exactly:
    ​
    ​ "Hi — we are looking to whitelist our IPs for Spectrum API Endpoint connectivity with our Spectrum instance. Here are our static IPs:

    • 13.58.14.240

    • 18.219.160.98

    • 3.143.37.24

    We would like to grant this InfoLink user SQL read admin access. Could you also let us know what the database name and port are for our instance, if they differ from Spectrum and 1433?"

  8. Click Submit.

Viewpoint Support typically responds within 24–48 hours confirming the IP addresses have been whitelisted. Save the database name and port they provide — you'll need them in Step 4.

Step 2: configure Info-Link users and table permissions

While waiting for Viewpoint to confirm your IP whitelist, you can complete the Info-Link configuration inside Spectrum.

Set up Info-Link

  1. Log in to your Viewpoint Spectrum account.

  2. Press the + at the top of the page to open the Site Map.

  3. Select System Administration → Installation → Info-Link.
    ​
    ​

    Image from page 1


    ​

  4. On the Info-Link installation page, press Reset repeatedly until the User ID for Info-Link has been incremented at least twice from its original value. For example, if it started at INFO0001 it should now read INFO0003 or higher. Click Save.
    ​
    ​

    Image from page 2

Create the VERGO table category

  1. Return to the Site Map. Select Info-Link → Table Categories Maintenance.
    ​

    Image from page 2

  2. Click the Go button, then click New.
    ​

    Image from page 3

  3. Set the following values exactly:

    • Table Category: VERGO

    • Description: VERGO Platform connection

    Image from page 3

  4. Save the category.

Caution: Before continuing, confirm that the Info-Link User ID is no longer INFO0001 (see step 4 above). If it still shows INFO0001, return and complete that step before proceeding.

Add table permissions

  1. Return to the Site Map. Select Info-Link → Table Security Maintenance.

  2. Click New and add each table below. Copy and paste table names directly into Spectrum to avoid typos. Set Read and Write permissions to 9 for all tables listed with both permissions, and Read only (9) for those marked read-only.

Read and Write access (permission level 9 for both):

  • VN_GL_DISTRIBUTION_HEADER_MC

  • VN_GL_DISTRIBUTION_DETAIL_MC

  • VN_INVOICE_APPROVAL_HDR_MC

  • VN_INVOICE_APPROVAL_DET_MC

  • VN_INVOICE_TRAN_HEADER_MC

  • VN_INVOICE_TRAN_DETAIL_MC

  • VN_CURRENT_ROUT_PROCESS_MC

  • VN_ROUTING_HISTORY_MC

Read access only (permission level 9):

  • EM_COST_CENTERS_MC

  • JC_JOB_MASTER_MC

  • JC_JOB_CONTACT_DETAIL_MC

  • JC_STD_PHASE_DESCRIPTION_MC

  • JC_PHASE_MASTER_MC

  • JC_COST_TYPE_MASTER_MC

  • GL_MASTER_MC

  • VN_VENDOR_MASTER_MC

  • VN_VENDOR_CONTACT_DETAIL

  • PO_PURCHASE_ORDER_HEADER_MC

  • PO_PURCHASE_ORDER_DETAIL_MC

  • VN_SUBCONTRACT_MC

  • VN_SUBCONTRACT_PHASE_MC

  • CR_SALES_TAX_MASTER_MC

  • VN_USE_TAX_MASTER_MC

  • BR_CARD_ACCOUNT_DETAIL_MC

  • EC_EQUIPMENT_MASTER_MC

  • EC_COST_CATEGORY_MC

  • EC_MAKE_MC

  • EC_MODEL_MC

  • EC_EQUIPMENT_STATUS_MC

  • EC_EQUIPMENT_TYPE_MC

Employee tables — Read access only (permission level 9):

  • PR_EMPLOYEE_MASTER_MC

  • PR_EMPLOYEE_MASTER_1_MC

  • PR_EMPLOYEE_MASTER_2_MC

  • PR_EMPLOYEE_MASTER_3_MC

Create the Info-Link database user

  1. Return to the Site Map. Select Info-Link → User Security Maintenance.

  2. Click New, then select your Company.

  3. Create a new Database user. Press Enter (or Return) after entering the username, then set the password to the one [Provided by your onboarding manager]
    ​

    Image from page 5

  4. Assign the VERGO table category to this user with Read access level 9.

  5. Click OK, then click Update Database to apply all changes. This step is required — changes are not saved without it.

Caution: If you are connecting multiple companies to Vergo, use a unique database username for each company.

Step 3: create a Data Exchange Authorization ID

Vergo connects to Spectrum's API through a Data Exchange Authorization ID. This authorizes specific web services that Vergo needs to read and write data.

Open Data Exchange

  1. In the Site Map, select System Administration → Installation → Data Exchange.
    ​

    Image from page 1

  2. On the Data Exchange Installation screen, click the New button (blue, top left of the search bar).
    ​

    Image from page 2

Configure the Authorization ID

  1. Set Authorization ID to: Vergo

  2. Select your Company Code and Operator Code.

  3. Set Status to: Active

  4. Add a memo such as: API access for VERGO

  5. Click Build.
    ​
    ​

    Image from page 2

Add authorized web services

In the Build Web Services screen, search for and move the following services from Web Service Library to Authorized Web Services.

Important: Always add GetJobMain from the JobCost service first. Missing this service will cause job data sync issues.

  • GetJobMain — must be added under the JobCost service

  • AddAPInvoice

  • APMultiLineInvoice

  • AddJob

  • GetJob

  • GetJobContact

  • GetJobDates

  • UpdateJob

  • POBatch

  • PODetail

  • POHeader

  • UpdateSubcontract

  • UpdateSubcontractPhases

  • SubcontractNotes

  • AddVendor

  • GetVendors

  • UpdateVendor

  • UpdateVendor_Locations

  • VendorNotes

Click OK when done.
​
​

Image from page 3

Enable Enhanced Authentication

  1. On the Data Exchange Installation page, click Settings.

  2. Check the box for Enable Enhanced Authentication for all Spectrum companies.

  3. Click OK.
    ​

    Image from page 4

Note: Enhanced Authentication is strongly recommended. If you choose Basic Authentication instead, certain data types will not be supported by Vergo. If you enable Enhanced Authentication, you must also check Allow self-rotation? in Secret Management — this ensures your API access continues working automatically after the secret expiration date and prevents your connection from dropping.

Step 4: send your connection details to Vergo

Once all steps above are complete, gather the following information and send it to your Vergo implementation specialist. They need these details to complete the connection on Vergo's side.

  • Your Spectrum URL

  • Your three-letter company code

  • Authorization ID: Vergo

  • Database Hostname (provided by Viewpoint Support in Step 1)

  • Database Port (provided by Viewpoint Support — default is 1433)

  • Database Name (provided by Viewpoint Support)

  • Info-Link User: VERGO

  • Info-Link Password: [Provided by your onboarding manager]

  • Data Exchange Client ID — required only if Enhanced Authentication is enabled

  • Data Exchange Client Secret — required only if Enhanced Authentication is enabled

The Client ID and Client Secret are found in the Secret Management section of your Data Exchange Authorization ID record. If you chose Basic Authentication, you do not need to provide these.

Final step: submit the completion form

Once all four steps above are complete and you have sent your connection details to your Vergo specialist, fill out the Spectrum Info form so the Vergo team can verify and test the end-to-end connection before you go live.

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. For Viewpoint-specific issues (Step 1), your Viewpoint support case will be the fastest resolution path.

Related Articles
How to set up the Foundation integration
How to set up the Viewpoint Vista integration
Did this answer your question?