Intended audience: accountant or billing lead. Setup happens entirely inside Textura — no involvement from IT is required.

To set up your Textura integration, you will need to add a new user to Textura named Siteline Admin using the details below, then add the user to all relevant projects in Textura.

This process is the same as adding a new colleague from your team to Textura. The Siteline Admin user account you create to set up the integration does not require Administrator-level access in Textura.

Please refer to the documentation provided by Textura for more on adding new users and setting up user permissions.

Please ensure that both roles above are enabled for the Siteline Admin user on each Textura project to prevent errors with project setup and syncing.

Inform your CSM once you've sent the account invitations using the information above to confirm that they have been received by our team, who will complete the process in Siteline. Your CSM will notify you when the setup and testing process is complete and the integration is ready for use.

Once the integration is active, follow the monthly workflow on the Usage page.