Intended audience: technical user. Setting up the Foundation integration requires creating a Foundation user, configuring Agave authentication, and providing connection details to Siteline.
Siteline's integration with Foundation allows you to quickly set up projects for billing in Siteline and post your invoices back to Foundation. In addition, the integration allows you to import change orders to your Siteline schedule of values from Foundation, and import a list of your vendors when using the Vendors module to manage your sub-tier and vendor lien waivers and compliance requirements.
The integration will work with both cloud-based (hosted) and local (on-premise) instances of Foundation. Please read the instructions below carefully as they are slightly different depending on whether your instance of Foundation is hosted or on-premise.
Please reach out to our team at [email protected] or contact your Siteline CSM if you have any questions.
This integration is powered by Agave, a third-party API provider. For more details, please visit Agave's website.
Setup process
Please follow the steps below to set up your Foundation integration. You may need to reach out to your IT team for assistance if you do not have the required permissions in Foundation or on your server.
Create a new user in Foundation following these instructions provided by Agave: Create User.
This is optional, but highly recommended for security reasons in order to provide a dedicated username and password for the Siteline integration to read and write data.
Configure authentication. Depending on whether your Foundation instance is on-premise or hosted, follow Steps 2a and 2b, or only Step 2b of these instructions provided by Agave: Foundation Authentication. You do not need to complete Step 3 of the Agave-provided instructions.
For on-premise instances of Foundation, complete both Steps 2a AND 2b.
For hosted instances of Foundation, complete Step 2b only.
Please ensure that write access is provided to the Foundation tables listed in the Agave instructions to allow your invoice data to sync from Siteline to Foundation.
Provide the following information to Siteline via email to [email protected] or your Siteline CSM:
Hostname (if you use a hosted instance of Foundation)
WAN address / external IP address (if you use an on-premise instance of Foundation)
Database: This is the name of your Foundation database
The username and password for the new user created in Step 1 of these instructions.
If you choose not to create a new Foundation user for this integration, please provide the username and password for an existing Foundation user at your company.
Once we receive this information, our team will complete the setup process and notify you when the integration is ready for use.