Getting Started #
These templates are the powerhouses of Transfer All Data (TAD), helping clients save countless hours by automating the movement of data between different Vista tables. Instead of manually re-entering information or performing repetitive tasks, these templates allow you to download data from one source and import it directly into a specific table—eliminating errors and streamlining workflows.
By leveraging these Process templates, you can automate complex workflows and make data movement seamless across your Vista environment.
Available Templates #
- EM Create Asset Schedule
- HR Approved PTO to PR Timecards
- JB Initialize Progress Bills
- JB InterCo Billings to AP Entry
- JB InterCo Billings to AP Unapp
- JB Interface Bills
- JB Move Bill Month
- JC Cost Projections
- JC Move Posted Cost
- PR AP Update Reset
- PR Initialize Routines