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For general contractors: Frequently-asked questions about the Procore integration

Written by Bradley LaFave

What is Siteline?

Siteline is the only real-time, collaborative billing software built for trade contractors. We provide a consistent and easy-to-use billing workflow for our customers, whether they need to submit AIA billing packages, job- and client-specific invoice forms, or invoice through an online portal each month.

Why integrate with Procore?

Siteline integrates with Procore, along with Textura and GCPay, to allow our customers to import project information and schedules of value from these portals to set up new jobs, and sync their billing amounts for invoicing each month.

How does the integration work?

Siteline's integration with Procore is powered by Agave, a verified Procore partner. For more details on Agave, please visit their website.

To enable this integration for your subcontractors, please install the Siteline Connector from the Procore Marketplace. This will only need to be installed one time in Procore to enable the integration for all current and future Siteline customers you work with.

Please refer to the instructions included in the email you received from your subcontractor point of contact or from a Siteline team member for more detailed setup instructions.

How does the integration impact general contractors and other subcontractors?

The integration has no impact on your use of Procore or any billing workflows for general contractors. Siteline will act as another Project Manager under your subcontractor's company, and your other subcontractors who don't use Siteline are not affected.

What data is accessed by Siteline via Agave API?

Siteline will only have access to SOV details available to your subcontractor. No data from any other subcontract can be accessed via the integration.

For each commitment the Siteline Admin user in Procore is given access to, Siteline will pull in the following from Procore:

  • Basic project info (e.g., project name, project number, location)

  • Basic commitment info (e.g., commitment name, status)

  • Schedule of value line items and change orders

  • Previous invoice amounts, if applicable

When a Siteline user syncs a billing, Siteline pushes the following data to Procore:

  • A new invoice with draft billing values

After the draft invoice is created in Procore via the integration sync, your subcontractor will log in to Procore to complete the submission process.

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