Siteline handles the billing. Acumatica handles the books. Together, they keep your financials in sync.
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 |