CoreLogic Viewpoint Vista integration
Viewpoint Vista and DASH integration
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Viewpoint Vista + DASH (CoreLogic) Integration
CoreLogic (formerly Next Gear Solutions) provides a leading platform
for property restoration. Within that platform, DASH is a web-based restoration
management system that lets contractors manage jobs, equipment, work orders, calendars, reporting,
business accounting, and estimating in a single portal.
Viewpoint Vista delivers robust construction ERP, job cost, and financial management.
The Vista–DASH integration powered by PixisSync links these two
systems so your restoration operations and Vista financials share the same accurate data—without
manual re-keying.
Why Connect Vista and DASH
Think about the volume of data and number of transactions your restoration business generates every day.
In many companies, keeping that data consistent across job management, claims systems, and accounting
requires cumbersome, manual processes.
- Double and triple checking financial data to catch human error.
- Re-entering customers and jobs from DASH into Vista for billing and job cost.
- Manually matching claims, supplements, and change orders to Vista jobs.
With PixisSync, those old processes become unnecessary. The
Viewpoint Vista + DASH integration automates the flow of key data so you can trust
that the right information exists in the right system at the right time.
Key Benefits for Restoration, Construction & Finance
- For Restoration & Project Managers:
Jobs managed in DASH stay linked to Vista job numbers and cost codes, so field and office work
from the same structure. - For Accounting & Controllers:
Cleaner AR and job cost in Vista with job actuals and approved invoices flowing from DASH instead
of being retyped from reports. - For Estimators & Claims Teams:
Approved scopes and supplements in DASH can drive Vista billing and revenue, reducing missed
line items and under-billing. - For Owners & Leadership:
Maximum visibility into operations and financials across both systems—crucial for profitability
and growth.
Integration Workflow
PixisSync links the DASH platform and Viewpoint Vista using a
structured, rules-driven integration so each system can focus on what it does best:
- Export Customer → Vista customers are exported to DASH so new restoration
jobs always reference the correct account and billing information. - Export Job → Vista jobs and cost structures can be created in DASH to keep
job numbers and phases consistent from ERP to field. - Import Job Actuals → Labor, equipment, and other job actuals from DASH are
imported into Vista for accurate job costing and WIP. - Import AR Invoices → Approved invoices from DASH feed Vista AR to accelerate
billing and reduce manual entry of claim invoices.
Viewpoint Vista or DASH is your system of record for each data type.
Coverage Summary
| Area | Examples | Status |
|---|---|---|
| Customers & Accounts | Property owners, carriers, TPA accounts | Export Customer |
| Jobs & Projects | Restoration jobs, construction projects, job numbers & phases | Export Job / Import Job Actuals |
| Financials | Job costs, invoices, claim billing, supplements | Import Job Actuals & AR Invoices |
| Reporting | WIP, profitability by job, carrier/program performance | ERP-ready in Vista |
Ready to Connect Vista with DASH?
Pixis Software has created a Vista–DASH integration using
PixisSync so you can decrease the time spent on duplicate entry and reduce the
errors that come with manual processes. Let PixisSync handle the tedious work so you can focus
on keeping your restoration business running.
If your organization runs Viewpoint Vista alongside other ERP or accounting systems, Pixis can extend your CoreLogic® DASH integration further. Beyond Vista, we also provide CoreLogic DASH integrations with Acumatica Construction Edition, ACCEO Avantage, Foundation Software, Sage 300 Construction, and Viewpoint Spectrum, giving you a unified approach to CoreLogic (formerly Next Gear Solutions) DASH integrations.