Overview
Siteline integrates with Acumatica via Agave’s API platform to simplify billing for specialty subcontractors. While Acumatica remains your system of record, Siteline makes it easier to generate pay apps, manage change orders, and sync invoices—without rekeying data.
How Siteline Works with Acumatica
Siteline connects securely to Acumatica using OAuth credentials (set up once) through Agave. The integration enables teams to pull project data from Acumatica and push invoices back when billing is complete.
High-Level Workflow:
Import project details and schedule of values (SOV) into Siteline
Create pay apps in Siteline
Sync invoices back to Acumatica’s AR module
Siteline pulls live data from Acumatica but requires user-initiated actions to sync or update.
Key Integration Notes
On-Demand, Bi-Directional Sync: Siteline reads projects and SOVs from Acumatica and pushes invoice data back to AR
Change Order Handling: COs modify the original line item value in Acumatica; Siteline reflects the updated total
Retention Behavior:
Siteline cannot overwrite retention in Acumatica
If retention amounts differ, Siteline creates the invoice but prompts the user to manually adjust retention in Acumatica
Invoice Syncs:
Invoices are pushed from Siteline as final AR invoices (not as pro forma)
Posting requires an open financial period and valid approver in Acumatica
Unit Pricing: Not currently supported
Integration Details
Type: API-based via Agave
Data Flow: On-demand, bidirectional (user-initiated syncs)
Security: OAuth + encrypted API connection (Agave-managed)
Posting Rules: Acumatica determines posting period based on current open period
Detailed Field-Level Mapping: Siteline <> Acumatica
Project Import
Direction: Acumatica > Siteline
Source Module: Projects
Acumatica Field >>> | >>> Siteline Field |
Project ID | Project Name/GC Project # |
Customer | Customer / Owner |
Start Date | Contract Date |
Terms | Payment terms |
Account Address | GC Address |
Schedule of Values (SOV)
Direction: Acumatica > Siteline
Source: Budget
Acumatica Field >>> | >>> Siteline Field |
Description | Name (name of line item) |
Change Orders | Reflected as modified line totals |
Retention | Read by Siteline; not editable on push |
Budget Amount | Scheduled Value |
Change orders in Acumatica modify the original SOV line total. Siteline interprets these as updated values, not separate COs.
Invoices (Progress Billing)
Direction: Siteline > Acumatica
Target Module: AR Invoices
Siteline Field >>> | Acumatica Field >>> |
Amount | Amount |
Retainage | Retainage Amount (requires manual update if mismatch) |
Line Items | Invoice Lines |
FAQs
Can Siteline handle retention?
Partially. Siteline reads retention values from Acumatica but cannot override them. If the retention amount in Siteline doesn’t match what Acumatica expects, Siteline will still push the invoice but prompt the user to adjust retention manually in Acumatica.
How does Siteline handle change orders?
Change orders in Acumatica alter the original line item values. Siteline reflects the updated value as a modified line in the SOV. Separate tracking of COs is not available through the integration.
Does Siteline create pro forma invoices in Acumatica?
No. Siteline syncs finalized AR invoices. Pro forma billing and approval workflows must be completed within Acumatica directly.
What if a sync fails due to a retention or permissions issue?
Siteline will flag the error, push the invoice (if possible), and display instructions to adjust the value or approve the invoice in Acumatica manually.
[Appendix]: Screenshot Level Detail
This section walks through how project and billing data flows between Acumatica and Siteline in practice.
Please Note: Field names may vary slightly based on your Acumatica configuration and permissions.
This is typically what a project looks like in Acumatica before importing into Siteline:
These screenshots show what the above project looks like when imported from Acumatica 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 in Acumatica:
This is what the imported SOV looks like in Siteline:
These screenshots show what an invoice looks like after updating billing in Siteline and before syncing over to Acumatica (To sync an invoice to Acumatica, you can click the “Sync invoice to Acumatica” button shown in the top right corner of the screenshot below):
This is what invoice looks like in Acumatica after syncing from Siteline:
This screenshot shows what a Vendor would look like after importing from Acumatica to Siteline:
