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Vista Integration Mapping

This article details what kinds of data can be shared between Vista and Followup CRM.

Below you can also find step-by-step instructions for common use cases. 

Copy of Copy of Vista Integration 2 Pager-1

Top Use Cases

Connecting Projects (in Followup CRM) to Jobs (in Vista)

Prerequisites: A Project contract status must be “won,” and a contact must be attached. 

Connecting Companies (in Followup CRM) to Customers (in Vista)

Connecting Residential Contacts (in Followup CRM) to Customers (in Vista)

  • Push a Residential Contact from Followup CRM to create a Customer in Vista
  • Pull an existing Customer from Vista into Followup CRM as a Residential Contact
  • Update a Customer in Vista from Followup CRM


Connecting a Project (in Followup CRM) to Work Order (in Vista)