Intended audience: technical user. This page covers the one-time Spectrum-side configuration required to connect Spectrum to Siteline. Day-to-day billing workflows are covered on the Usage page.
Your team will work with Siteline to enable and validate the Spectrum integration before using it in production.
Before setup begins, your Siteline contract must include support for the Viewpoint Spectrum integration. If you are unsure, reach out to your Siteline representative.
To connect Spectrum to Siteline
Log in to Spectrum and go to System Administration → Installation → Data Exchange.
Click Settings and confirm whether Enable enhanced authentication for all Spectrum companies? is checked. Siteline supports both configurations, so leave the setting as it is.
Click New to create a new authorization ID.
Enter a name for the authorization ID. We recommend using siteline, though any name works.
Set the authorization ID to Active.
Under Spectrum operator code, select the company you want authorized and make sure it is also the default company.
After selecting the company, choose the user to authorize. Siteline typically uses the Admin user.
Click Build and add these web services:
AccountsReceivable → GetCustomers
JobCost → GetJob
JobCost → GetJobContact
JobCost → GetJobDates
JobCost → GetJobMain
Provide Siteline with:
Your Spectrum instance URL
Authorization ID
Company Code
Whether enhanced authentication is enabled
Client ID, if enhanced authentication is enabled
Siteline will complete the integration setup.