Viewpoint Spectrum Integration Overview & Requirements

With this integration by Data Xchange, Tenna is connected to Viewpoint® Spectrum® to allow you to share real-time data about your assets and sites to your ERP. Multiple company configurations within the same Spectrum instance are supported by Tenna and can be loaded into a single Tenna instance. This gives total visibility over operations and their associated costs so your team can make informed decisions with accurate data. Customize options to best fit your business model.

💥Integrations is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at help@tenna.com or call 888.836.6269.

Data Flow

Enter Equipment Once

Enter a new piece of equipment in Spectrum® and it will automatically show up in Tenna or allow the field to enter a pending piece of equipment in Tenna and it will show up in Spectrum®.

Enter Jobs Once

Every job set up in Spectrum® can automatically be added to Tenna. You may choose what you ““Send to Tenna” to create the best solution for you.

View Utilization Updates Always

Capture equipment hour and mileage meter readings and automatically update them from the machine into Spectrum® from Tenna.

Benefits of Integration

• Field Productivity: Alert a project team when a piece of equipment arrives at a jobsite or when it is left behind.
• Accurate Job Costs: View up-to-date equipment listings to code equipment hours more easily and accurately.
• Visibility over Equipment Costs: Analyze and review equipment cost more accurately.
• Collaboration and Efficiency: Keep your office, shop and field teams connected sharing the same data. Eliminate static spreadsheets with efficient data sharing.
• Accountability: Increase accountability among field teams when using or handling assets to help control costs.
• Decision Making: Make educated decisions by taking appropriate action when assets are under (or over) utilized.

Partnership with Data Xchange

Tenna partners with Data Xchange to process transactions, ensuring your Spectrum system’s integrity and security. Data Xchange will install an agent on your server that will connect to your Spectrum system. Every 30 minutes, Data Xchange pulls data from your Spectrum system and reviews for any changes.  If there are changes, Data Xchange triggers transactions to process the update into Tenna.  Changes in Tenna are sent to Data Xchange in real-time and processed to sync with Spectrum.  

New Equipment or Assets in Tenna

New equipment or assets are entered in Tenna and automatically updated to Spectrum. Our team will help streamline the initial seeding in Tenna with your existing Spectrum equipment.

Initial Asset Load

The Tenna-to-Spectrum integration allows for the initial seeding of assets to match what is already in your Spectrum system, thus ensuring a true synchronization from day one. This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.

The following steps must be taken prior to the Initial Asset Load:

Once those items are completed, the following will occur:

The equipment status must also be active. Tenna's Spectrum integration allows for configurable active statuses. Please provide the Tenna Integration Specialist with all active status values.

New Jobs in Spectrum

New jobs or sites need to be entered in Spectrum and they will flow into Tenna. All jobs in Spectrum need to have a unique physical address so that Tenna can create the default geofence based on the google geo coordinates of the address.

Initial Jobs Load

The Spectrum-to-Tenna integration allows for the initial seeding of jobs to match what is already in your Spectrum system, thus ensuring a true synchronization from day one.  This process involves steps that will validate accuracy and conformity before the data is loaded into Tenna.  

The following steps must be taken prior to the Initial Asset Load:

Once those items are completed, the following will occur:

Integration Setup Instructions

The following actions must be taken within Spectrum and Tenna to prepare for the integration to be activated.  

Pre-Validation Steps

• Are the equipment IDs consistent?
• Are equipment names what the customer expects to see in Tenna?
• Do all assets have unique serial numbers?
• Other discrepancies in the asset data?
• Are job addresses valid? Is the full address in Spectrum? (This is needed to create geofences, no address will cause irregularities in the geofences.)
• Are multiple jobs at the same physical address (or close)? (This will cause the integration to potentially fail for subsequent sites with the same or close address in Tenna due to overlapping geofences.)
• Any other discrepancies in the site data?

Data Xchange Setup Steps

• Is the customer's Spectrum on-prem or cloud based?
• What data folder will be be integrating?
• Who is the customer's primary contact for Spectrum knowledge? Please include email and phone number.
• Is there a primary IT person who would assist in the installation of the Data Xchange agent? If so, please provide email and phone number.
• What is(are) the company code(s) to be synchronized with Tenna?

Spectrum Setup Steps

• Code = UNASSIGNED
• Description = "New from Tenna"

Tenna Setup Steps

See How to Create and Edit Categories for more information.

Field Mapping

Spectrum Equipment to Tenna Assets

Filters

If the customer has chosen to set up a custom field, “Send to Tenna" , Spectrum Equipment records will be added to Tenna Assets when the following is true:

• Custom field, “Send to Tenna” = "Y"

If the customer has chosen not to set up a custom field, Spectrum Equipment records will be added to Tenna Assets when the following is true:

• Equipment Status = “A” (Available for Use)

Sync Frequency

Every 30 minutes.

Data Mapping

Tenna Assets to Spectrum Equipment

Filters

Equipment records will be created in Spectrum when assets are created in Tenna when the following is true:

• Fleet number in Tenna is formatted as Equipment Code + “/” + Company Code (i.e., If the equipment code in Spectrum is "1234" for company code MVC, the fleet number in Tenna should be "1234/MVC")
• The fleet number in Tenna does not exist as an Equipment ID in Spectrum
• Category type in Tenna is one of: “equipment”, “vehicle”, “truck”, or “attachment”

Sync Frequency

Near real time.

Data Mapping

Spectrum Yards to Tenna Sites

Filters

None

Sync Frequency

Every 30 minutes.

Data Mapping

Spectrum Jobs to Tenna Sites

Filters

If the customer has chosen to set up a custom field, “Send to Tenna" , Spectrum Job records will be added to Tenna Sites when the following is true:

• Custom field, “Send to Tenna” = "Y"

If the customer has chosen not to set up a custom field, Spectrum Job records will be added to Tenna Sites when the following is true:

• Equipment Status = “A” (Active)

Sync Frequency

Every 30 minutes.

Data Mapping

Tenna Meter Readings to Spectrum Equipment Meter Readings

Filters

None

Sync Frequency

Once, daily at 11pm Central Time.

Data Mapping

Expected Implementation Timeline

The timeline is an average of 10-20 days beyond kickoff.  The following example assumes the activity starts the first of January 2023 and extends for 17 days.