Note: If you have not yet set up a Foundation API integration and the sync option is not available on your pay apps, please follow the instructions here for how to export your invoice data and import it into Foundation. Please reach out to [email protected] if you'd like to set up this integration.
With Siteline's Foundation Software integration, you'll be able to onboard projects and sync your pay apps back to the ERP. Below are some helpful tips on how to use the integration.
Onboarding new projects
While setting up a new project, you'll be given the chance to choose a project from Foundation to import into Siteline.
Once you've chosen the project, the project details will be pulled into Siteline. If the project has been set up as an AIA billing job in Foundation, we will also import the SOV.
You can also import projects in bulk by choosing the Bulk import option while importing a project.
Note: To use the bulk import option, the project must have an address associated with it in Foundation. The address must appear in the A/R tab on the Job record:
Syncing billing values from a Siteline pay app to Foundation
In the
Billingmodule, open the project and then pay app from which you need to sync values.Click on the button
Sync invoice to Foundationon the top right (or theSyncbutton if there are multiple integrations on this project).A window will open confirming the amount to be sent to Foundation, the dates you want to post the invoice for, and the GL account and Income type you want to use for this invoice. The options you choose will automatically be available the next time you sync.
By default, Siteline will generate an invoice number based on the project number and the number of the pay app. If you’d like to use the latest invoice number from Foundation, click the
Generate from Foundationbutton.Click
Syncto send this to Foundation. The invoice will be associated with the job in Foundation.
Additional notes on the integration
In Foundation, you will continue to need to apply the default retention when posting an invoice that has been synced and holds retention.
This integration does not support syncing retention-only pay apps at this time. Those invoices will still need to be entered directly into Foundation.