This is the old connection method and is being sunset. Sage 300 CRE (Agave) is being replaced by a connection via hh2. See Overview (hh2) and Setup (hh2) for the new path. Existing Agave customers are being migrated one by one.
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 |