Why can't card transactions sync directly?
ProContractor publishes no public API documentation. Trimble's developer portal covers Vista and Spectrum only, and ProContractor is not on it, so no card platform can offer a supported live sync. That leaves the two mechanisms ProContractor actually supports for outside data: manual entry and file import.
What does the manual version cost you?
The statement arrives after the cycle closes. Someone in the office prints it, texts foremen about unexplained charges, waits on receipts from trucks and job trailers, then codes each line to a job, phase, and cost code before keying it. Meanwhile the job cost report understates the job by whatever the crews spent on cards, which is exactly the number a project manager needs while the job is still running.
How do you import card transactions instead?
- Code in the field. The cardholder picks the job, phase, and cost code in Vergo when the charge posts — at the supply house counter, not three weeks later.
- Capture the receipt. Photographed on the spot and matched to the transaction, so the office is not chasing paper.
- Approve. The PM or controller reviews in Vergo and fixes any miscoded line before it goes anywhere.
- Export and load. Vergo generates a custom-built CSV export matched to the import format ProContractor expects, and accounting loads the batch at close.
What has to line up for the import to work?
The export has to carry your job numbers, phase codes, and cost codes exactly as ProContractor holds them, along with vendor, date, and amount in the layout your install reads. That is why the export is built against your file rather than downloaded generically. Contractors running cost types alongside cost codes generally want that segment carried through too, so labor, material, and equipment buckets stay clean on arrival.
What does this change at month end?
Close stops being a reconstruction exercise. The coding was done by the person who made the purchase, the receipt is already attached, the approval already happened, and accounting is loading a reviewed batch rather than interpreting a bank statement. Job cost reports reflect card spend during the month instead of after it.
What about receipts and documentation?
Receipts stay attached to the transaction in Vergo from the moment they are photographed, along with who bought it, what they said it was for, and who approved it. When an owner, auditor, or surety asks for backup on a job, the documentation is already on the line item rather than in a folder somebody has to assemble. The export carries the coded transaction detail into ProContractor; the images and approval history remain retrievable against each charge in Vergo.
Is anything posted without review?
No. Approvals happen in Vergo before the export exists, the batch is reviewable as a file, and nothing enters ProContractor until someone in accounting imports it.
Can ProContractor import credit card transactions?
Yes — through file import in the layout your install accepts, or by manual entry. There is no published ProContractor API for a live sync.
What does Vergo hand accounting?
A custom-built CSV export matched to ProContractor's import format, with every charge already coded to job, phase, and cost code and a receipt attached.
Do crews have to learn the accounting system?
No. They pick a job and cost code in Vergo on their phone; the accounting-side layout is handled by the export.
How does this affect job cost reporting?
Card spend is coded when it happens rather than weeks later, so job costs reflect card activity while the job is still running instead of only after the statement is keyed.
