Vergo

A step-by-step guide to connecting Vergo with Foundation Software, including creating an ODBC user to enable auto-sync.

How to set up the Foundation 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.

How to set up the Spectrum integration

Connect Vergo to your ERP (Foundation, Spectrum, Vista), troubleshoot sync errors, and fix missing phase or cost codes.

ERP Integrations

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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