Overview
Siteline integrates with Sage 300 CRE to simplify, streamline, and speed up construction billing workflows for specialty subcontractors. While Sage 300 CRE handles your accounting, Siteline simplifies billing workflows—without spreadsheets, rekeying, or risk.
How Siteline Works with Sage 300 CRE
Siteline connects to Sage 300 CRE via Agave—a construction-focused API integration platform. This enables Siteline to accurately sync data between both systems.
High-Level Workflow:
Import project, contract, and vendor data from Sage 300 CRE into Siteline.
Bill using Siteline’s intuitive interface (including pay apps, T&M billing, and lien waivers).
Sync approved invoices back to Sage 300 CRE for accurate accounting and reporting.
Key Integration Notes
Powered by Agave: A secure API-based integration purpose-built for construction tech.
Contract-Only Imports: Project data comes from the Sage Contract module, not Sage’s Job module.
Approved Change Orders Only: Though unapproved COs can still be managed within Siteline.
Retention Note: Retention values tracked in Siteline do not sync back to Sage 300 CRE (due to Sage limitations); they must be added manually.
User-Initiated Sync: Invoices are synced via a one-click "Sync to Sage" button in Siteline.
Integration Details
Type: API-based via Agave (Siteline’s integration partner)
Data Flow: On-demand, bi-directional (read/write with user-initiated syncs)
User Action: Siteline syncs initiated by end user (via the “Sync invoice to Sage” button)
Security: Encrypted API communication; no direct database access
Detailed Field-Level Mapping: Siteline <> Sage 300 CRE
Project / Contract Import
Direction: Sage 300 CRE > Siteline
Source Module: Contract, Job Cost
Sage 300 CRE Field >>> | >>> Siteline Field |
Job ID | Project Name / Internal ID |
Customer Name | General Contractor |
Contract Amount | Contract Value |
Start/End Date | Contract Date |
Cost Code | Cost Code |
Note: Siteline pulls these into the “New Project” flow when ERP = Sage 300 CRE is selected.
Schedule of Values (SOV)
Direction: Sage 300 CRE > Siteline
Source: Contract module > Progress Billing
Sage 300 CRE Field >>> | >>> Siteline Field |
Cost Code | Cost Code |
Contract Item | Name |
Original Contract Amount | Scheduled Value (per line) |
Change Order Amount (Approved) | Change Orders (imported) |
Total Billed | % Complete (calculated in Siteline) |
Invoices: T&M
Direction: Siteline > Sage 300 CRE
Target Module: A/R
Siteline Field >>> | >>> Sage 300 CRE Field |
T&M Items (labor/materials) | Line Item (AR) |
Project | Job Reference |
Date and Value | Carried into Sage Invoice Lines |
Invoices: Progress Billing / AIA
Direction: Siteline > Sage 300 CRE
Target Module: A/R (Invoice Entry)
Siteline Field >>> | >>> Sage 300 CRE Field |
Invoice # | Invoice |
Invoice Date | Activity Date |
Name (Line items) | Invoice Items |
Retention (note) | ❌ Not synced; must be manually entered in Sage |
Vendor Records
Direction: Sage 300 CRE > Siteline
Source Module: AP Vendors
Sage 300 CRE Field >>> | >>> Siteline Field |
Vendor Name | Vendor Name |
Address | Address |
FAQs
Can Siteline handle our lien waiver tracking?
Yes. Siteline pulls vendor data from Sage 300 CRE into the vendor module, allowing you to manage lien waivers in one place. While vendor imports are user-initiated, once added to a project, Siteline helps you streamline waiver requests and reduce back-and-forth.
Does Siteline support unapproved change orders?
Yes. You can track both approved (from Sage) and unapproved COs (created in Siteline) in a shared view.
Is retention supported?
Yes, but due to Sage 300 CRE limitations, retention amounts tracked in Siteline will not sync. They must be added manually in Sage.
How long does integration setup take?
Most customers are fully connected and syncing data within a few days of onboarding.
[Appendix]: Screenshot Level Detail
This section shows exactly how data flows between Sage 300 CRE and Siteline.
Please note: Field names may vary slightly based on your Sage 300 CRE setup.
This is typically what a project looks like in Sage 300 CRE before importing into Siteline:
These screenshots show what the above project looks like when imported from Sage 300 into Siteline.
To import a project, select “New project” on the homepage. Next, in the modal box that pops up: select the project type, select the ERP you want to import the project from, and then search for your desired project in the search bar.
This is where the SOV is imported from Sage 300:
This is what the SOV looks like in Siteline:
These screenshots show what an invoice looks like after updating billing in Siteline and before syncing over to Sage 300 (To sync an invoice to Sage 300, you can click the “Sync invoice to Sage” button shown in the top right corner of the screenshot below):
This is what an invoice looks like in Sage 300 after syncing from Siteline:
And if you drill down into the invoice, you can see the items billed:
This is an example of what a Vendor could look like in Sage 300 before importing to Siteline (To import a vendor, navigate to the Vendor module and select “Add vendor” in the top right corner.):
This screenshot shows what that Vendor would look like after importing in Siteline: