Vergo

A step-by-step guide to connecting Vergo with Foundation Software, including creating an ODBC user, installing required drivers, and enabling 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

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.

How to set up the Viewpoint Vista integration

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

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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