Clean your job cost data before connecting Vista to Trimble's platform
Trimble is bringing Viewpoint Vista into a connected construction platform alongside its other tools, and many contractors are being asked to standardise their financial data as part of that, rather than working to a fixed retirement date for Vista itself.
Where the data breaks
- Phase codes and cost types have grown differently per job, so the same type of cost can sit under different codes depending on when and where the job was set up.
- Vendor and subcontractor records are duplicated, often under near-identical names entered by different project teams.
- Historical job costs are hard to reuse for estimating when the underlying codes were never consistent.
What it costs to leave it
Bad data doesn't stay behind when you migrate. It gets carried into the new system, where it causes extra test runs, a delayed go-live, and spend reports nobody trusts once the dust settles.
Where this fits in your migration
Plan and choose a partner
The business case is agreed and an implementation partner is chosen.
Assess the data
What exists, what to move, and what state it is in. Pearstop starts here, by checking and classifying your purchase and supplier data.
Design the new system
Processes, fields and how old data maps to new. Pearstop maps the cleaned data to the new system's fields.
Test the move
Before go-live, your partner tests the move by loading the data into a trial version of the new system, often several times. We hand over the cleaned data in the format the new system imports, so those tests don't fail on bad records.
Go live
The new system goes live for your teams.
Run
New invoices stay classified, so reporting doesn't slip back.
A mid-sized migration often takes six to twelve months; larger SAP and Oracle programmes often run a year or more. Data problems usually show up during the test runs, when there is least time to fix them.
Your teams, who own the data.
Keeps systems, access and integrations running through the move.
Sets up the new system.
Cleans and classifies the data.
The data that matters in a Trimble's connected construction platform migration
- Phase codes and cost types, which usually need consolidating onto one structure to be useful across jobs.
- Vendors and subcontractors, where duplicate records are common across projects.
- Job cost history, which needs classifying consistently if it's going to feed future estimates.
What good data looks like
- One record per supplier, with no duplicates across entities.
- Every spend line labelled to one standard (UNSPSC or your own).
- Item and material descriptions written the same way.
- Units of measure consistent.
- Inactive suppliers and items flagged, not migrated.
- Every field mapped to the new system and documented.
- One phase code structure across jobs.
- Vendors de-duplicated.
How Pearstop handles it
The data doesn't need to be clean first. AI classification handles the clear cases, and a person reviews anything uncertain. UNSPSC labels are mapped to Trimble's connected construction platform's fields, in the format your migration needs. New invoices stay classified after go-live, so reporting doesn't slip back into the same mess.
Work with your partner
Most migrations run through an implementation partner. We work alongside them, or directly with you. Your partner sets up the new system; we give them clean, classified data in the format their import tools need. Nobody's scope changes, and your partner's team can spend their time on the new system instead of fixing records.
Why start early
Bring us in when you assess the data, not after the first test run fails. You find duplicates, free-text lines and missing categories while there is still time to fix them, nothing has to be cleaned twice, and the test runs go faster because the data goes in cleanly. Some problems only show up once you look closely at how the data behaves, which is why it pays to work with someone who handles this data every day.
Frequently asked questions
How do we clean Vista job cost data before moving to Trimble's connected platform?
Consolidate phase codes and cost types onto one structure across every job, then de-duplicate vendor and subcontractor records, so cost data is comparable across jobs once it's connected to Trimble's other tools.
Related reading
Send us 200 lines
We'll classify a sample of your purchase data and send it back so you can see what good data looks like before you commit to cleaning the rest.
