Vista
      Back to home
      1. Help Center
      2. Integrations
      3. Vista

      How to Create and Sync a Work Order from Followup CRM to Vista

      This walkthrough describes how to create and sync a work order from Followup CRM to Vista, ensuring the service site and customer are properly linked.

      Step-by-step

      🔁 Before You Start

      Make sure:

      ✅ Service Site modules and Work Order modules must already be mapped.
      ✅ The customer you add in the Company Information section must already exist as an SM Customer in Vista.
      ✅ The company must be linked with Vista in Followup CRM.


      ✅ Step 1: Go to the Company Page

      • Navigate to the company record in Followup CRM.

      • Confirm that the company is connected to Vista.

      ✅ Step 2: Ensure the Customer is Linked in Vista

      • Confirm the existing customer is imported and properly connected.

      • Check that it is also set up in Vista as an SM customer.

      ✅ Step 3: Create a Work Order

      • In Followup CRM, choose to create a new Work Order.

      ✅ Step 4: Select Work Order Type

      • When prompted, choose the work order type as "Customer".

      • Click Next.

      ✅ Step 5: Select the Company

      • From the Company Information section, select the appropriate company.

      • Click Next.

      ✅ Step 6: Verify and Load Service Sites

      • The system will:

        • Verify it's linked to an SM customer in Vista.

        • Load the associated service sites.

      • Select the appropriate Service Site from the dropdown.

      • Click Continue.

      ✅ Step 7: Sync Happens Automatically

      • The system:

        • Creates the Work Order with the mapped fields.

        • Simultaneously pulls in Service Site data.

        • Connects the Work Order to the Service Site in Vista.

      • Note: It cannot create a Service Site from Followup, but it can pull data in from an existing one when mapped.

      ✅ Step 8: Confirm Mapped Fields Populated

      • You’ll see fields such as:

        • Service Site name

        • Service Site ID

        • Default Service Center Code

        • Mapped address fields, etc.

      • All data is pulled based on your mapped fields.

      ✅ Step 9: Validate the Sync in Vista

      • Check the logs or status to confirm sync was successful.

      • Look for:

        • Work Order number created in Vista (e.g., #176).

        • Correct Service Site and Service Center linked.

      • Optionally, verify the work order by searching it in Vista.

      📝 Notes

      • If desired, you can push info to the Work Order and pull from the Service Site in the same step.

      • This works best when fields are properly mapped beforehand.