This training video shows how to use the Vista integration inside ProjectMark to synchronize financial and operational data between the two platforms. It walks through how records are connected, how fields are mapped, and how data flows into ProjectMark once the integration is in place.
The video demonstrates how Vista data appears in ProjectMark and how teams can work with that information as part of their existing workflows, without manual re-entry. Changes made in Vista are reflected in ProjectMark based on the configured mappings and triggers.
Use this video to understand how the Vista integration behaves in practice and how it supports accurate, up-to-date data across systems.
