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: Ensure IP addresses are whitelisted w/ your IT group
Step 1: Ensure our IP Address are whitelisted to connect to your Spectrum Instance, this can be done by sending an email to your IT group or consultant who maintains your Spectrum Instance.
Hi - we are looking to whitelist our IPs for Spectrum API Endpoint connectivity with our Spectrum instance for use with Vendrix. Here are the static IPs:
13.58.14.240
18.219.160.98
3.143.37.24
Step 2: Create Info-Link Users
Login to your Viewpoint Spectrum account.
Press the + at the top of the page.
Select Info-link, then Table Categories Maintenance.
4. Select New, and add a Table Category and Description. You can create these Categories however you see fit. If you would like to keep it simple, we recommend creating one Table Category:
5. Return to the Site Map. Select Info-link, then Table Security Maintenance.
6. Select New, and add the names of Tables for which you want to support read requests. Note, we recommend setting Read Access to "9", unless you have more granular security permissions.
Required Tables for Vendrix | Required Tables for Vendrix |
VN_INVOICE_TRAN_HEADER_MC VN_INVOICE_TRAN_DETAIL_MC | |
CR_INVOICE_HEADER_MC CR_INVOICE_DETAIL_MC | |
JC_PHASE_MASTER_MC | |
JC_COST_TYPE_MASTER_MC | |
PR_EMPLOYEE_MASTER_1_MC PR_EMPLOYEE_MASTER_2_MC PR_EMPLOYEE_MASTER_3_MC | |
IM_ITEM_MASTER_MC | |
GL_MASTER_MC | |
JC_JOB_MASTER_MC | |
VN_VENDOR_MASTER_MC |
This will need to be done for each table listed above, below is an example of the Cost Codes table JC_PHASE_MASTER_MC
7. Select Update Database.
8. Return to the Site Map. Select Info-link, then User Security Maintenance.
9. Select New, then select a Company, add a Database User and Password, and select the Table Category.
10. Select Update Database.
DANGER:
Make sure the Link User you create is uniquely named across Viewpoint Spectrum Companies, otherwise you might run into database validation issues
Step 3: Create Authorization ID
To enable write API requests (e.g. Credit Card Transactions), you will need to configure an Authorization ID:
Login to your Viewpoint Spectrum account.
Press the + at the top of the page.
Select System Administration, then Installation, then Data Exchange.
4. Input a name for the Authorization ID (e.g. "Agave").
5. Select a Company Code and Operator Code for the Authorization ID, and select Active for Status.
6. Add a Memo for the Authorization ID (e.g. "API access for Vendrix").
7. Select Build. Then select the relevant Web Services you are looking to support for the integration. For example, the below authorizes access to retrieve details about Jobs from the Job Cost module.
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 |