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How to set up the Viewpoint Vista integration

A step-by-step guide to connecting Vergo with Viewpoint Vista. Covers both hosted/cloud and on-premise setups, including IP whitelisting, SQL user creation, and table access configuration.

Overview

Before starting, identify whether you are using a Hosted / Cloud version of Viewpoint Vista or an On-premise version — the setup path for Step 1 is different depending on your environment. Steps 2 and 3 are the same for both.

The integration involves three steps:

  1. Whitelist Vergo's static IP addresses (method depends on hosted vs. on-premise)

  2. Create a SQL user in Vista

  3. Configure table access and security group permissions

When all steps are complete, fill out the Vista Info form so your Vergo implementation specialist can verify and test the connection.

Step 1A: whitelist IPs — hosted / cloud Vista

If you are using a hosted or cloud version of Viewpoint Vista, you need to open a support case with Viewpoint to add Vergo's static IP addresses to your Vista TLS Database Endpoint IP whitelist.

  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.

  3. Select Support, then Systems/IT.

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

    • Product: Vista

    • Version: your Vista version (e.g. 2022 R2)

    • Module: Vista Server and IT Related

    • Brief Summary: TLS Database Endpoint IP Whitelist

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

  6. Set the Priority level on the case.

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

    • 13.58.14.240

    • 18.219.160.98

    • 3.143.37.24

    Could you also let us know what the database name and port are for our instance?"

  8. Click Submit.

Viewpoint Support typically responds within 24–48 hours. Make a note of the hostname (e.g. {hostname}-sql.viewpointdata.cloud) and port number they provide — you will need these when sending your connection details to Vergo.

Once confirmed, proceed to Step 2 below.

Step 1B: whitelist IPs — on-premise Vista

If you are using an on-premise version of Viewpoint Vista, your IT team handles the IP whitelist directly — no Viewpoint support case is needed.

Ask your IT team to add the following three static IP addresses to your firewall for your network's Vista TLS Database Endpoint IP whitelist:

  • 13.58.14.240

  • 18.219.160.98

  • 3.143.37.24

Once your IT team confirms the IPs have been added, proceed to Step 2.

Step 2: create a SQL user

The SQL user creation process differs slightly between hosted and on-premise Vista. Follow the path that matches your setup.

Hosted / cloud Vista — create the user via VA User Profile

  1. Log in to Vista and open the VA User Profile form. You can find it under Viewpoint Administration in the main menu.

  2. Click the New Record icon to create a new user.

  3. Enter the following details:

    • User Name: Vergo

    • Full Name: Vergo

  4. In the upper right of the Info tab, change the User Type dropdown from Vista Only to User Application. This prevents the account from logging into the Vista client directly, keeping it secure as a pure service account.

  5. Click Save.

  6. Vista will display an alert: "There is no SQL Login that matches the user name that you entered. Viewpoint will create a SQL user to match your Viewpoint user." This is expected — click Close.

  7. When prompted to set a password, enter: [the password provided by onboarding manager]

  8. Click OK.

  9. Now click the Copy Security button on the user profile.

  10. In the VA Copy Security window, select System Users, find and select the user whose security permissions you want to copy from (this should be a user that already has access to the data Vergo needs), and click OK.

After copying security, open a support ticket with Viewpoint to confirm the required database permissions have been applied (see the support ticket template below).

On-premise Vista — create the user via SQL Management Studio

  1. Open Microsoft SQL Server Management Studio and log in to your Vista SQL Server.

  2. In the left panel, expand Security, right-click Logins, and select New Login...

  3. Under the General tab, configure the following:

    • Login name: VERGO

    • Authentication: SQL Server authentication

    • Password: [the password provided by your onboarding manager]

    • Uncheck Enforce password policy

    • Default database: Viewpoint

  4. Click the User Mapping tab. In the Database column, check both VPAttachments and Viewpoint.

  5. Under Database role membership for Viewpoint, select the following four roles:

    • db_datareader

    • db_datawriter

    • public

    • VCSUsers

  6. Click OK to save the new SQL user.

Viewpoint support ticket — confirm database permissions

Whether hosted or on-premise, open a support ticket with Viewpoint using the following message to confirm the correct permissions are in place for the Vergo user:

"Hi — we are looking to add the following permissions for the 'Vergo' user in our Vista instance. Would it be possible to confirm that the following permissions have been added for the 'Vergo' user to the Viewpoint and VPAttachments databases:

  • db_datareader

  • db_datawriter

  • public

  • VCSUsers

Thank you."

Step 3: configure table access and security group

Check data security setup

  1. Open VA Data Security Setup and click Grid.

  2. Review the Default Security Group applied to the datatypes bHQCO and bJob. Note the Security Group name and number shown (e.g. Group 4 — HQ Admin) — you will need this in the next step.

Add the Vergo user to the correct security group

  1. Go to Viewpoint Administration → VA User Profile.

  2. Search for the Vergo user you created in Step 2. When searching, select System Users (not Viewpoint Users) in the lookup dialog.

  3. Open the user record and go to the Security Groups tab.

  4. Add the Security Group that was noted in the Data Security Setup step above (e.g. Group 4 — HQ Admin). This grants the Vergo user access to the job and company data it needs to sync.

  5. Click Save.

Final step: submit the completion form

Once all three steps above are complete, fill out the Vista Info form and provide your Vergo implementation specialist with the following details so they can complete the connection on Vergo's side:

  • Your Vista URL or server hostname (e.g. {hostname}-sql.viewpointdata.cloud)

  • Database name

  • Port number (default is 1433 unless Viewpoint told you otherwise)

  • SQL username: VERGO

  • SQL password: [the password provided by your onboarding manager]

Your Vergo specialist will verify the end-to-end connection and confirm that data is syncing correctly 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 steps, your Viewpoint support case is the fastest resolution path.

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