{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/50f8d47414d7476d8093cdafb13c4bae\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/50f8d47414d7476d8093cdafb13c4bae-68f50584b9df8ce1.gif","duration":202.7,"title":"Follow-up CRM to Viewpoint Vista Setup","description":"This Loom explains how to set up the Follow-up CRM to Viewpoint Vista integration via App Exchange. It starts by creating a dedicated Vista service user under Viewpoint Point Administration and completing the user details, then confirming any SQL login prompt, setting a secure password, and assigning the required data security scope and groups. Next it directs users to App Exchange to copy the on-prem agents page URL, submit a Trimble support case with the Vista server name, service user name, and that URL (without sharing the service user views or password), and wait for Trimble to assist with installing the connector. Finally, it walks through starting a new customer deployment for Follow-up CRM to Vista, selecting approved features, sending the authorized customer email invitation, and verifying the workspace dashboard loads before further configuration."}