How to connect to Vista in FollowupCRM

After Following the steps found here: How to set up Vista Spectrum, follow these steps to connect Vista within Followup.

1. Login to Followup, go to Company Settings from under your profile icon on the top right corner
2. Click on ERP Integrations
3. Click on Connect on Vista
4. Follow through to select Vista in the subsequent screens
5. Following is how you get the credentials (Hostname, Port, and Username/Password creations steps are available in the steps above, also linked to an external file next to each, below):
   1. Hostname: this is the value for hostname that was provided in response to the case you filed (see step 9 of Open a Case with Viewpoint Support).
      1. Followup cred: mdfa-SQL.viewpointdata.cloud
   2. Database: this is the name of the database you would like to grant read and write access to (e.g. "Viewpoint").
      1. 4294
   3. Port: this is the value for port that was provided in response to the case you filed (see step 9 of Open a Case with Viewpoint Support).
      1. Viewpoint
   4. Username and Password: this is the login name and password from when you created a SQL user (see step 2 of Create a SQL User).

6. How to map the backend

1. 1. The main modules are all automatically mapped
   2. Refer to this article: Vista Integration Mapping, to see how to make changes to the mapped fields, or add new ones, including mapping dropdown field items between the two.