Import projects from Foundation into Siteline and sync invoices back for accurate, reliable accounting.
Overview
Siteline integrates with Foundation to help subcontractors streamline billing workflows without double entry. With this integration, teams can:
Import projects from Foundation into Siteline
Optionally import SOVs and change orders
Manage billing and pay apps in Siteline
Sync invoices back to Foundation via API
Use file-based exports for advanced or AIA-level detail when needed
Siteline is designed to be the system of record for billing workflows, while Foundation remains the system of record for accounting and posting.
This integration supports both hosted (cloud) and on-premise Foundation instances and is powered by a third-party API provider, Agave.
Ideal workflow: Foundation ↔ Siteline
High-level flow
Foundation → Siteline
Link an existing Foundation job during project creation
Import project data (job number, name, GC, address, terms)
Import contract retention
Optionally import SOVs and change orders
Siteline
Complete project setup
Manage SOVs, change orders, and billing
Generate pay apps and invoices
Siteline → Foundation
Sync invoices via API (summary-level by design)
Retention amounts are included on synced invoices
Post invoices in Foundation
Retention-only invoices are not supported due to Foundation API limitations
This workflow keeps project teams and AR teams working in Siteline, while accounting maintains posting control in Foundation.
Field mapping summary
Foundation → Siteline (project import)
Foundation field | Siteline field | Notes |
Job Number | Internal Project # | Primary identifier |
Job Description | Project Name | Editable post-import |
Customer | General Contractor | Required |
Job Address | Project Address | Must exist for bulk import |
Payment Terms | Net Terms | Drives due date logic |
Retainage % | Contract Retention | Imported automatically |
Siteline → Foundation (invoice sync)
Siteline field | Foundation target | Notes |
Invoice number | AR Invoice | Siteline-generated / Foundation-generated |
Invoice date | Invoice Date | Editable at sync |
Due date | Due Date | Based on terms |
Invoice total | Invoice Amount | Summary-level |
GL account | GL Income | Selected at sync |
Income type | Income Type | Persisted per project |
Retention | Retention field | Must be applied manually |
Additional notes on the integration
In Foundation, you will continue to need to apply the default retention when posting an invoice that has been synced and holds retention.
This integration does not support syncing retention-only pay apps at this time. Those invoices will still need to be entered directly into Foundation.