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Import a project to Siteline from an integration

Written by Bradley LaFave

You can quickly import projects to Siteline from these 3rd-party integrations once they are set up:

  • Textura

  • GCPay

  • Procore

  • Sage 100 Contractor

  • Sage 300 CRE

  • Viewpoint Spectrum

For more details, see:

Step-by-step instructions

  1. From the Billing homepage, click + New project. If you do not see this button, your account does not have the “Edit project settings” permission and you will need to ask a team member to add it. See View and edit user permissions.

    Screenshot_2023-02-09_at_3.11.56_PM.png
  2. Select Lump sum. Quick bills are not supported by 3rd-party integrations.

    Screenshot_2023-02-09_at_3.14.03_PM.png
  3. Select the 3rd-party integration that you will use to submit pay apps. If you want to import a project from an ERP, choose Siteline.

    Screenshot_2023-02-09_at_3.17.15_PM.png
  4. Select the project that you want to import, then click Link.

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  5. At this point, project details and schedule of values will be imported from the integration. Please follow the instructions in Add a lump sum project to Siteline to proceed with the rest of the project creation.

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