This guide walks you through connecting Vergo with Viewpoint Vista through Trimble App Xchange. There are five steps:

Accept your App Xchange invitation
Create a Vista service user
Check your attachments database
Request the App Xchange Agent installation
Send your login details to Vergo

Step 1: Accept your App Xchange invitation

You will receive an email from Vergo titled "You're Invited to Use an Integration on App Xchange".
Open the email and accept the invitation.
After accepting, your integration workspace may take a few minutes to appear under the Integration Workspaces tab in App Xchange.

Step 2: Create a Vista service user

Create the service user

Log in to Vista as an administrator.
Go to Viewpoint Administration > Programs > VA User Profile.
Select the New Record icon.
Fill in the following:

Field	Value
User Name	`VERGOXCHANGE`
User Type	User Application
Full Name	XChange Vergo
Email Address	Any email address (required by Vista, not used by the integration)

Select Save. An error will appear stating no SQL login matches the username. This is expected. Select Close.
Create a strong password for the user.
Record the following for Step 5:
- Server name
- Database name (typically "Viewpoint")
- Service user name
- Service user password

Caution: If your Vista runs on your own servers (not hosted by Trimble), you must also grant the service user the following roles in SQL Server: db_datareader, public, and VCSUsers.

Check datatype security

Datatype security is an optional Vista feature that restricts which users can see certain types of data. If it is enabled, the service user must be granted access, or the integration will not be able to read the data it needs. This check is required for all customers.

Go to Viewpoint Administration > Programs > VA Data Security Setup.
If the screen is empty, datatype security is not in use. Continue to Step 3.
If datatypes are listed, return to Viewpoint Administration > Programs > VA User Profile.
Click in the User Name field and press F4. Select VERGOXCHANGE from the lookup list.
Open the Security Groups tab.
Add the service user to the security groups covering the listed datatypes. As a rule of thumb, grant the same security groups as a user who works with job costs and accounts payable.
Select OK and save.

Caution: If you are unsure which security groups to select, send a screenshot of your VA Data Security Setup screen to your Vergo representative before continuing.

Step 3: Check your attachments database

Vergo transfers document images (such as receipts) to and from Vista. This check is required for all customers.

In Vista, go to Document Management > Programs > DM Attachment Options.
Check the database name shown:
- If it matches your main database from Step 2 (typically "Viewpoint"), continue to Step 4.
- If it shows a different database name, record it and complete the authorization below.

Authorize the service user (only if your attachments database is different)

Go to https://my.trimble.com/s/createcase.
Log in to your Customer Support account.
Navigate to Create a Case.
Fill in the following:

Field	Value
Case Type	Product Support & Account
Product	Vista/Vista Web
Application	Vista
Support Category	Azure Virtual Desktop
Subject	App Xchange Service User for Attachments Database

Under Description, add the following message:

Hi - please authorize our App Xchange service user for our Vista attachments database.

Service user: VERGOXCHANGE
Attachments database name: [your attachments database name]

Select Submit.

Note: This case can be submitted at the same time as the case in Step 4.

Caution: If your Vista runs on your own servers, contact your Vergo representative instead. We will provide a short SQL script to grant the access.

Step 4: Request the App Xchange Agent installation

The App Xchange Agent is a small piece of software that allows App Xchange to communicate securely with your Vista server. Trimble Support installs it for you.

Find your On-Prem Agents page URL

Trimble needs the link to the On-Prem Agents page in your App Xchange account. To find it:

Log in to App Xchange (the same site where you accepted your invitation in Step 1).
In the menu, select Connectivity, then On-Prem Agents.
Copy the full address from your browser's address bar. It looks like this: https://app.xchange.trimble.com/accounts/XXXX/connectivity/on-prem-agents (where XXXX is your account number).
Keep this URL. You will paste it into the support case below.

Open the support case

Go to https://my.trimble.com/s/createcase.
Log in to your Customer Support account.
Navigate to Create a Case.
Fill in the following:

Field	Value
Case Type	Product Support & Account
Product	Vista/Vista Web
Application	Vista
Support Category	Azure Virtual Desktop
Subject	App Xchange Agent Install Request

Under Description, add the following message:

Hi - please install the App Xchange Agent on our Vista server.

Server name: [your Vista server name]
Vista service user: VERGOXCHANGE
On-Prem Agents page: [paste your On-Prem Agents page URL]

Select Submit.
Trimble Support will complete the installation. Once the agent is online, Vergo can see it on our side and will confirm with you.

Caution: If your Vista runs on your own servers (not hosted by Trimble), contact your Vergo representative. The installation works differently and we will guide you through it.

Step 5: Send your login details

Send the following to your Vergo representative:

Field	Value
Server Name
Database Name
Service User	`VERGOXCHANGE`
Service User Password
Attachments Database Name*
Vista Company Number(s)

* Attachments Database Name is only required if Step 3 showed a database different from your main database.

Vergo will enter these details in App Xchange, complete the connection, and confirm with you once it is live.

How to set up the Viewpoint Vista integration