Siteline integrates with Sage 300 CRE to simplify, streamline, and speed up construction billing workflows for specialty subcontractors. While Sage 300 CRE handles your accounting, Siteline simplifies billing workflows — without spreadsheets, rekeying, or risk.
How Siteline works with Sage 300 CRE
Siteline connects to Sage 300 CRE via Agave — a construction-focused API integration platform. This enables Siteline to accurately sync data between both systems.
High-level workflow:
Import project, contract, and vendor data from Sage 300 CRE into Siteline.
Bill using Siteline's intuitive interface (including pay apps, T&M billing, and lien waivers).
Sync approved invoices back to Sage 300 CRE for accurate accounting and reporting.
Key integration notes
Powered by Agave: A secure API-based integration purpose-built for construction tech.
Contract-only imports: Project data comes from the Sage Contract module, not Sage's Job module.
Approved change orders only: Though unapproved COs can still be managed within Siteline.
Retention note: Retention values tracked in Siteline do not sync back to Sage 300 CRE (due to Sage limitations); they must be added manually.
User-initiated sync: Invoices are synced via a one-click "Sync to Sage" button in Siteline.
Integration details
Type: API-based via Agave (Siteline's integration partner)
Data flow: On-demand, bi-directional (read/write with user-initiated syncs)
User action: Siteline syncs initiated by end user (via the "Sync invoice to Sage" button)
Security: Encrypted API communication; no direct database access
Detailed field-level mapping: Siteline ↔ Sage 300 CRE
Project / contract import
Direction: Sage 300 CRE → Siteline Source module: Contract, Job Cost
Sage 300 CRE field | Siteline field |
Job ID | Project Name / Internal ID |
Customer Name | General Contractor |
Contract Amount | Contract Value |
Start/End Date | Contract Date |
Cost Code | Cost Code |
Note: Siteline pulls these into the "New Project" flow when ERP = Sage 300 CRE is selected.
Schedule of Values (SOV)
Direction: Sage 300 CRE → Siteline Source: Contract module > Progress Billing
Sage 300 CRE field | Siteline field |
Cost Code | Cost Code |
Contract Item | Name |
Original Contract Amount | Scheduled Value (per line) |
Change Order Amount (Approved) | Change Orders (imported) |
Total Billed | % Complete (calculated in Siteline) |
Invoices: T&M
Direction: Siteline → Sage 300 CRE Target module: A/R
Siteline field | Sage 300 CRE field |
T&M Items (labor/materials) | Line Item (AR) |
Project | Job Reference |
Date and Value | Carried into Sage Invoice Lines |
Invoices: Progress Billing / AIA
Direction: Siteline → Sage 300 CRE Target module: A/R (Invoice Entry)
Siteline field | Sage 300 CRE field |
Invoice # | Invoice |
Invoice Date | Activity Date |
Name (Line items) | Invoice Items |
Retention (note) | ❌ Not synced; must be manually entered in Sage |
Vendor records
Direction: Sage 300 CRE → Siteline Source module: AP Vendors
Sage 300 CRE field | Siteline field |
Vendor Name | Vendor Name |
Address | Address |