When exporting a pay app from Siteline to a 3rd-party, our system will try its best to match each line item based on its code, name, and total value. When adding a line item on the 3rd-party integration, you must first import the line item into Siteline by clicking Sync ⇒ Import line items before exporting the pay app.

We recommend importing line items any time a new line item is added to the SOV, or when an existing item has a new code/name total value. If the import fails, feel free to contact us at [email protected] so we can adjust it on our end.

We currently only support the “Standard” retention type on GCPay, which means the retention percentage must be the same for all line items. If you need another type of retention like “Variable” or “Lump Sum”, please contact us at [email protected].

Siteline matches compliance documents using the “Description” column on GCPay. If the description is empty, Siteline tries to use the “Type” column. Please feel free to contact us if you have trouble syncing compliance documents.

In order to export invoices, you will need to add the permission for Write to accounting system to the user that is exporting. For more information on this, please see View and edit user permissions.

Siteline does not support exporting invoices that bill for retention; you will need to go through the normal retention release process in Sage manually.

Like with our GC Pay and Textura integrations, you will create an additional user account within the project in Procore. This will allow a Siteline to sync billing information to the platform. During onboarding, your Construction Solutions Manager will send details on what this account information should look like during onboarding.

If you are unable to directly add an additional user to your project because you were invited to the Procore job as a collaborator, your General Contractor will need to add the Siteline user account to their directory in order for the account to be added as a collaborator to your projects. Please reach out to [email protected] or your CSM for details to share with your GC.