You can easily export your billing data from Siteline and import into your Foundation ERP system following these steps. Foundation uses files to import, but there are two different ways to import:

Importing just the invoice total amounts via the FSI Importer tool
Importing a single detailed invoice via Import Genies (also known as AIA billings)

The first step is to determine which way you want to import. If you simply create A/R invoices off of the total amount of the pay app, then you will want to use the FSI Importer tool. If you enter the value for each and every line item that is billed on the pay app, then you will want to use Import Genies. We will describe both processes below in detail.

FSI Importer (A/R Invoice)

Installing the FSI Importer Tool

Foundation has provided the following two downloads, which we have hosted on Google Drive for you to download:

💾 FSI Import Setup.exe: This is the import program itself and can be installed on any Windows-based computer.
📄 Hosted Queries.pdf: These are instructions for setting up the ODBC Driver.

If you have any other questions for how this works, please reach out to your contact at Foundation and ask them for instructions/support on setting up the FSI Importer tool.

Importing an A/R entry

Step-by-step instructions

Go to the Siteline pay app that you wish to export
Click Invoice ⇒ Export ↗️ ⇒ Export to Foundation Software.
Select FSI Importer, then click Download.
Open the FSI Importer tool, choose AR Invoice, and connect to your database. It should look like the following screen:
Click Select next to Invoice Source File and choose the file downloaded from Siteline. Click Preview and Validate Source > at the bottom when you are ready to import. Note: if you receive error messages about defaults being set, please go ahead and set those.
Choose Invoice as the Record Type and you should see the invoice populate. You will be able to click on any individual cell and type in additional information, should it be required. At minimum, you will need to also include an Invoice No and Customer No for each invoice that you are importing.
When finished, click Validate, correct any errors, and then finally Import.
If all looks good, you will get a success message that says AR invoice record(s) imported:
You will see the invoice now show up in Foundation:

Import Genies (A/R AIA Billings)

If this is your first time going through this process, please start with the Using our Import Genie (AIA Billings) instructions below. If you have already imported the Siteline Genie into Foundation, skip to the Importing an AIA entry (pay app) instructions further down the page.

Setting up our import genie (AIA billings)

To import billing values into Foundation, you must first import our Genie to specify what information Foundation should expect from Siteline. You only need to import the Genie once and it will be applicable to all your jobs.

🪄 Siteline Magic: You only need to do this once. This will be valid for all Foundation jobs going forward.

Video guide

Step-by-step instructions

Download the 💾 Import Genie template (FGF file).
From the Foundation main menu, in the Tools / Genies section, click “Import.”
In the New tab, double-click A/R AIA Item ImportGenie.
Click Import at the bottom of the Columns dialog, then select siteline-foundation-genie.FGF from your computer.
Click Import, then Next.
Rename the design to Siteline AIA Import Genie, then click Finish to save the Genie to Foundation.

Importing an AIA entry (pay app)

Video guide

Step-by-step instructions

Go to the Siteline pay app that you wish to export
Click Invoice ⇒ Export ↗️ ⇒ Export to Foundation Software.
Select Genie import, then click Download.
From the Foundation main menu, in the Base Modules section, click Accounts Receivable.
Go to Add/Edit AIA Billings.
Select the job that you’d like to bill for, then click on the Billing tab.
Fill out the following fields:
- Application Number
- Application Date
- Due Date
- Billing date range (start and end)
Click Import, then select the following in the relevant fields:
- Import Name: “Siteline AIA Import Genie”
- Import Path and Filename: Click the “...” button to the right and select the CSV file that was just downloaded from Siteline
- Import File Type: Double Quotes - Comma Delimited (this is the default option)
- Click Import, then Close.
Make sure the billing values are correct, then click OK at the top of the page. That’s it! You’ve now imported your Siteline pay app into Foundation 🎉