When your Siteline project is connected to an ERP, your Schedule of Values (SOV) in Siteline doesn’t always line up perfectly with the SOV in the ERP. Historically, that meant manually allocating line items every time you synced an invoice—month after month.
The SOV Mapping Tool solves that.
This feature lets you permanently map Siteline SOV line items to ERP SOV line items once, so future invoice syncs can skip the repetitive allocation step. The result: faster billing, fewer clicks, and less room for error.
Key benefits
Eliminate repeated monthly allocation during invoice syncs
Reduce billing friction for ERP-connected projects
Create a consistent, reusable mapping between Siteline and your ERP
Support complex SOV structures (many-to-one or one-to-many)
How to Use the SOV Mapping Tool
Access the mapping screen
Open a project that’s connected to an ERP.
Navigate to the Schedule of Values (SOV). Make sure the SOV is not in edit mode.
3. Click the three-dot menu on the SOV and select Map SOV line items.
You’ll be taken to the SOV Mapping screen, where Siteline and ERP SOVs are displayed side by side.
Find line items
Search by line item number or line item name on either side. On smaller screens, the two SOVs stack vertically and are scrollable.
Pro tip: Use toggle in the upper right the filter to only show unmapped line items.
Create mappings
Drag line items from either SOV into the mapping area.
2. Click Save Mapping.
You can:
Map multiple Siteline line items to one ERP line item
Map multiple ERP line items to one Siteline line item
⚠️ Important note on one-to-many mappings: If you map one Siteline line item to multiple ERP line items, Siteline will still prompt you to allocate amounts during invoice sync. This is required so we know how to split billing across ERP line items.
Review and manage mappings
Once mapped, line items show a green mapping indicator.
Click the expand arrow to see which items are mapped together. Hover over a mapped item and click the X to remove it. (Use Clear all mappings to reset everything at once.)
⚠️ If mapped line items have mismatched total amounts, you’ll see a warning. This helps catch potential mistakes before they impact billing. You can still save the mapping if needed, but it’s a signal to double-check your setup.
Auto-map line items
If your Siteline and ERP SOVs are a clean, one-to-one match:
Click Auto map and confirm the action.
Siteline will automatically map matching line items for you.
What happens next?
Once your SOVs are mapped:
Future invoice syncs can bypass the allocation step (when mappings are compatible)
Billing becomes faster and more predictable
Your Siteline and ERP data stay aligned over time
If you update your SOV structure later, you can return to this screen at any time to adjust mappings.