Viewpoint Vista to EHS Insight - Keep Safety in Sync

How does Viewpoint Vista to EHS Insight work?

We read employee records from Vista's PR (payroll) module and our own framework maintains, orchestrates, and monitors the data integration. We pull only the columns the integration needs: names, employee numbers, work emails, hire and termination dates, and employment status. Sensitive payroll data like Social Security numbers never leaves Vista. On the EHS Insight side we use their RESTful API to keep users, departments, and your business hierarchy in step with payroll.

After data is pulled, we synchronize the two data systems following the rules your business needs. Once the integration is built, we monitor, fix issues as they happen, and ensure data reliably moves from Viewpoint Vista to EHS Insight.

Why does rapid user onboarding matter for your safety systems?

Compliance with regulatory standards is a real business risk. When you hire employees but your HR and IT processes can't keep up, the business encounters productivity slowdowns or an unnecessary compliance risk with new employees. We think the best solution is to automate user lifecycle management directly from the source of truth, Viewpoint Vista (your construction ERP). New employees need access to:

• Safety training assignments
• Incident reporting & review
• Compliance reporting

When the roster stops matching who actually works for you, all three break:

• New hires don't appear, so their required training never gets assigned. Nobody notices until an audit finds noncompliance.
• Terminated employees linger with open training assignments, dragging completion rates down.
• Supervisor changes in Vista don't reach the safety system, so incident follow-ups land with the wrong person, or nobody at all.

AutoIDM can automate your data entry from Viewpoint Vista to EHS Insight. This integration makes your payroll the single source of truth for who's in the safety system:

• Users: created when someone is hired, updated when their details change, and disabled when they leave. Vista's active flag and termination date drive whether access stays on. A future termination date keeps access active until the employee's last day. Hire dates carry over, which matters because training due dates key off them.
• Supervisors: the reporting line from Vista is resolved to the right EHS Insight user, so incident workflows route correctly.
• Departments and hierarchy: your org structure syncs as both the department list and the business hierarchy that scopes permissions and reporting. When a department is renamed or retired in Vista, EHS Insight follows.
• Sign-in: users are set up for SSO, so employees use the company account they already have.

What about getting everyone on the same page in HR and IT? What's the project plan look like?

Getting the left hand to know what the right hand is doing in business is complicated. At AutoIDM, we have established a proven process to make sure everyone in your business is on the same page. The Viewpoint Vista to EHS Insight (and our general integration process) is adjusted depending on your needs, but it follows these main points.

1. Initial Meeting - (30 min) Bring all stakeholders together to align on the timeline, expectations, and responsibilities.
2. Access - (30 min) Architect a secure solution that gives AutoIDM access to what we need while keeping your IT team in control.
3. Business Rules - (1 hour) Align Viewpoint Vista with EHS Insight, build the rule set, and define the testing plan.
4. Testing - (~2 hours) Iterate with your champion to validate the integration and resolve issues quickly.
5. Deployment - Final deploy and full support for any adjustments or changes. Viewpoint Vista to EHS Insight is now up and running.

Business rules is where the edge cases get settled. What happens when a former employee comes back as a contractor and still needs their training history? Which accounts should the automation never touch? We'll capture those decisions in writing so HR, IT, and your EHS team are working from the same playbook.

Pull data from Viewpoint Vista: Your options depend on how Vista is deployed. Trimble Construction One cloud-hosted Vista customers are eligible to purchase the Vista API, a bidirectional REST API. Review the Vista API developer documentation and Trimble's Vista API documentation resources. For on-premises Vista, a read-only SQL login against the Vista database works well. The PR employee tables hold the fields you need. Either way, pull only the columns the integration requires and leave sensitive payroll data alone. Once you have data from Vista, you need to get it into EHS Insight.

Match up accounts: Once you've got employee data from Vista, you'll need to match it up to EHS Insight users. This can be done by tracking an external ID or fuzzy matching on name or email address. Store the Vista employee number on the EHS Insight user so the link survives name and email changes.

Map data and push to EHS Insight: EHS Insight exposes a RESTful API with OpenAPI documentation, available through their support and developer program. Note that users, departments, and the business hierarchy are separate objects. Departments need to exist before you can reference them from users, and record updates require you to maintain all field values. You'll need to figure out record lifecycles: what happens when employees join, leave, change supervisors, etc.

Operationalize: After you've got the logic figured out, you'll want to set up monitoring to catch errors, alerting to let your team know when something requires their time, and training for the technicians who will be responsible for the automation. You'll also want to educate your HR and safety teams about what to expect and how to get support.