Overview
Siteline integrates with Viewpoint Spectrum so subcontractors can import project and contract data into Siteline, manage billing in Siteline, and sync invoice data back into Spectrum. This reduces duplicate entry, improves accuracy, and keeps project and accounting teams aligned.
With the Spectrum integration, you can:
Import projects from Spectrum into Siteline
Import contract Schedule of Values (SOV) data into Siteline
Build and manage billing in Siteline
Sync AR invoices back into Spectrum
Use Spectrum vendor invoice and payment history in waiver-related workflows
How the Integration Works
The Siteline–Spectrum integration follows this high-level workflow:
Spectrum → Siteline
Spectrum stores the project, contract, SOV, tax setup, and vendor payment history used by Siteline.
Siteline
Siteline is where teams manage billing and related workflows.
Siteline → Spectrum
Once billing is ready, Siteline syncs AR invoice data back into Spectrum.
Workflow Detail
Step 1: Set Up the Project in Spectrum
Projects and contracts are first created and maintained in Spectrum.
In Spectrum, teams set up:
The job and contract
Customer / GC details
Job and GC addresses
The contract SOV
Sales tax codes
Spectrum stores vendor invoice and payment history used in downstream workflows
Step 2: Import the Project into Siteline
From Siteline, users create a new project and link it to Spectrum. When a project is linked, Siteline imports key project details from Spectrum, including:
Project name
Internal project number
General contractor
GC address
Project address
Step 3: Import the SOV into Siteline
Siteline imports the contract Schedule of Values from Spectrum into the project’s SOV tab. Contract billing items in Spectrum become SOV line items in Siteline. Descriptions and scheduled values carry over into the imported SOV.
Important note about previously billed values
Siteline does not pull previously billed values from Spectrum.
Step 4: Import SOV Changes from Spectrum
Siteline can import change requests from Spectrum as SOV change items.
When changes are ready to import, users can review Spectrum change requests and bring them into Siteline as new change-related SOV lines. This keeps the SOV aligned without rebuilding those changes manually in Siteline.
Important: Siteline imports change requests from Spectrum, not Spectrum change orders.
Step 5: Manage Billing in Siteline
Once the project and SOV are imported, billing is managed in Siteline. Teams use Siteline to:
Update billing amounts on SOV lines
Manage retention
Prepare invoices for sync
Run billing workflows without double entry into Spectrum
Step 6: Sync AR Invoices to Spectrum
When billing is complete, Siteline syncs AR invoice data back into Spectrum.
The sync includes:
Invoice code
Batch
Invoice date
Invoice amount
Retention amount
Retention handling
Siteline sends retention to Spectrum as a single amount at the header level.
If no retention amount is sent, Spectrum falls back to the default retention percent on the prime contract. That value may not match the exact retention total in Siteline. Spectrum also recalculates retention from line item amounts, which can create rounding differences. By passing the exact retention total from Siteline, the amounts stay aligned between both systems.
Spectrum does not support retention invoices, so retention-only invoices cannot be synced from Siteline to Spectrum.
Step 7: Use Vendor Invoice and Payment History for Waiver Workflows
Siteline uses Spectrum vendor invoice and payment history to support waiver-related workflows. This includes:
Invoice number
Invoice date
Invoice amount
Retention held
Amount paid
Payment number
Date paid
Step 8: Map Tax Groups
Siteline supports tax group mapping between Spectrum and Siteline.
Setup
Your team will work with Siteline to enable and validate the Spectrum integration before using it in production.
Before setup begins, your Siteline contract must include support for the Viewpoint Spectrum integration. If you are unsure, reach out to your Siteline representative.
To connect Spectrum to Siteline:
Log in to Spectrum and go to System Administration → Installation → Data Exchange.
Click Settings and confirm whether Enable enhanced authentication for all Spectrum companies? is checked. Siteline supports both configurations, so leave the setting as it is.
Click New to create a new authorization ID.
Enter a name for the authorization ID. We recommend using siteline, though any name works.
Set the authorization ID to Active.
Under Spectrum operator code, select the company you want authorized and make sure it is also the default company.
After selecting the company, choose the user to authorize. Siteline typically uses the Admin user.
Click Build and add these web services:
AccountsReceivable → GetCustomers
JobCost → GetJob
JobCost → GetJobContact
JobCost → GetJobDates
JobCost → GetJobMain
Provide Siteline with:
Your Spectrum instance URL
Authorization ID
Company Code
Whether enhanced authentication is enabled
Client ID, if enhanced authentication is enabled
Siteline will complete the integration setup.
Field Mapping Summary
Spectrum → Siteline
Spectrum Data Source | Siteline field | Notes |
Job / contract name | Project name | Imported into Siteline project |
Job code | Internal project # | Imported into Siteline |
Customer name | General contractor | Imported into Siteline |
Customer mailing address | GC address | Imported into Siteline |
Job address | Project address | Imported into Siteline |
Contract billing item | SOV line item | Imported into Siteline SOV |
Contract description | SOV description | Imported into Siteline SOV |
Scheduled value | Scheduled value | Imported into Siteline SOV |
Sales tax code | Tax group | Used in Siteline tax setup |
Vendor invoice/payment history | Waiver workflow reference data | Used in compliance-related workflows |
Change Request Log | SOV change items | Imported from Spectrum as SOV changes |
Siteline → Spectrum
Siteline field | Spectrum target | Notes |
Invoice code | Invoice number | Synced to Spectrum AR |
Batch | Batch | Synced to Spectrum AR |
Invoice date | Invoice date | Synced to Spectrum AR |
Invoice amount | Invoice / extension amount | Synced to Spectrum AR |
Retention | Retention | Synced to Spectrum AR as a single header-level amount |
Important Things to Know
Billing
Previously billed values do not import
Siteline does not pull previously billed values from Spectrum.
Review imported project details before billing
After import, users should review project details, addresses, and billing setup before using the project in Siteline.
Review invoice sync details before posting
Before syncing an invoice to Spectrum, users should review the invoice code, batch, date, amount, and retention values in the sync modal.
Retention
Retention syncs as a single header-level amount
Siteline passes retention to Spectrum as a single amount at the header level. This keeps the retention total in sync and helps avoid rounding differences caused by Spectrum recalculating retention from line item amounts.
Retention-only invoices do not sync
Spectrum does not support retention invoices, so Siteline cannot sync retention-only invoices to Spectrum.
Change Orders
Spectrum change requests can be imported as SOV changes
Siteline can import change requests from Spectrum as SOV change items.
Spectrum change orders do not import
Siteline imports Spectrum change requests, not Spectrum change orders.
FAQs
What data imports from Spectrum into Siteline?
Spectrum imports project details, project and GC addresses, internal project number, SOV data, tax-related setup, and vendor invoice/payment history used in waiver workflows.
Can Siteline pull previously billed amounts from Spectrum?
No. Siteline does not pull previously billed values from Spectrum.
What invoice data syncs from Siteline to Spectrum?
Siteline syncs invoice code, batch, invoice date, invoice amount, and retention. Retention is sent to Spectrum as a single header-level amount.
Can Siteline import change orders from Spectrum?
No. Siteline imports change requests from Spectrum as SOV change items. It does not import Spectrum change orders.
Do retention-only invoices sync to Spectrum?
No. Retention-only invoices do not sync. Spectrum does not support retention invoices, so Siteline cannot sync retention-only invoices to Spectrum.
Appendix: Screenshot Mappings
Importing a Spectrum project into Siteline (click image to enlarge and read details)
(click image to enlarge and read details)
Project field mapping: Spectrum → Siteline (click image to enlarge and read details)
SOV mapping: Spectrum → Siteline (click image to enlarge and read details)
How Spectrum change requests map into Siteline as SOV change items during import (click image to enlarge and read details)
Syncing an AR invoice from Siteline to Spectrum (click image to enlarge and read details)
Vendor invoice/payment history for waiver workflows (click image to enlarge and read details)
Tax group mapping (click image to enlarge and read details)
