Connecting your spectrum instance with Vendrix allows you to import users, costs codes and jobs.
Viewpoint Spectrum Authentication
To authorize access to read and write data between your product and Viewpoint Spectrum using Vendrix, you will need to complete the following steps:
Pre-Implementation: Open a Case with Viewpoint Customer Support
Open a case with Viewpoint Customer Support to add the Vendrix's IP address your Viewpoint Spectrum Endpoint IP whitelist:
Log in to your Customer Support account.
Select My Resources, then Submit a Case.
Select Support, then Systems/IT.
Under Which product are you using?, input the following and select Search Knowledge Base:
Product: select Spectrum.
Version: select the version of your Spectrum instance (e.g. 2022 R3).
Module: select "SDX - Data Exchange - Spectrum".
Brief Summary: input "API Endpoint IP Whitelist".
Scroll to the bottom of the page and press Continue to Case Creation.
Under Case Create, select a Priority. Under Description, add the following:
"Hi - we are looking to whitelist our IPs for Spectrum API Endpoint connectivity with our Spectrum 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, if they differ from
Spectrumand1433? "Press Submit.
After submitting a case, you should receive a response from Viewpoint Support within 24-48 hours confirming the connection the IP addresses have been whitelisted.
Linking Spectrum Video Walkthrough:
Implementation -Generate Authorization ID
Step 1: Enter an "Authorization ID", we recommend "Vendrix-Integration"
Step 2: Click Active
Caution: After selecting and clicking "Ok" select Active one more time so that the button is selected:
Step 3: "Secret Rotation/Secret Status"
Make sure you check the box for Allow self-rotation. This will ensure your Spectrum API access will continue to work after the expiration date.
Step 4: Click Build
Add the following for each Search Term:
Search | Web Service to Add |
AccountsPayable | AddAPInvoice APMultiLineInvoice AddVendor GetVendors UpdateVendor UpdateVendor_Locations VendorNotes |
JobCost | AddPhase GetPhase GetPhaseEnhanced PhaseNotes AddJob GetJob GetJobContact GetJobDates GetJobMain UpdateJob |
Payroll | GetEmployee EmployeeNotes |
AccountsReceivable | AddARInvoice ARMultiLineInvoice |
Example: Accounts Payable:
Step 5: Select Spectrum Operator Code
If the selected user's account is ever closed, these API credentials will need to be re-done.
Get Account Link Details
1. Under "Data Exchange: click Go with nothing in the search bar.
2. Select the Authorization we just created.
3. Select "Secret Status:
Copy the Client, Secret and double check that "Allow self-rotation" is selected. You will need this later click ok
4. Open Vendrix and navigate to Settings -> Integrations. If you don't see "Link ERP" please reach out to Vendrix Support to enable this feature.
Domain: If you login is https://xyzconstruction.dexterchaney.com, your domain is: xyzconstruction
Company Code: three digit company code selected, "ABC" in the example above
Authorization ID: value from step 2 above
Client Id: Value from step 2, above
Client Secret: value from Step 3 "Secret Status"
Step 5: Click Submit!