Importing data from Viewpoint is easy.
Follow these simple steps to connect your Viewpoint account to Morta.
Step 1: Connect your account.
Click on your profile image in the bottom left hand corner of Morta. Then click integrations. Then connect your account from the right hand side.
Secure OAuth connection
Disconnect at any time
Step 2: Navigate to a Morta table.
Open up one of your hubs. Then create a new table or open an existing one.
Single source of truth
No more manual entry
Step 3: Import your data.
Click import data from the top right hand corner of the table. Select the data you want to import and click import.
One click data import
Automatic refresh every day
What data does Morta sync from Viewpoint?
Morta automatically pulls the following fields into your table.
Documents
Tasks
Frequently asked questions.
Common questions about this template and how it works.
What is Viewpoint?
Viewpoint For Projects is a construction document management system that simplifies project documentation. Viewpoint provides complete project information management by reducing errors, avoiding duplication, and ensuring teams always work from the latest documents.
What use cases is Morta's Viewpoint integration designed for?
Morta allows users to connect their Viewpoint account and import document metadata or task metadata from their Viewpoint projects into a Morta table. This data is useful for information delivery planning and CDE auditing.
Ready to connect your controls?
Get in touch with our team to see how Morta can drive delivery performance across your projects.