Audience: accountants and project managers. This page covers the ongoing monthly workflow once the integration is live.
Syncing the billing values from a Siteline pay app to Sage
In the Billing module, open the project and then the pay app from which you need to sync values.
Click on the button Sync invoice to Sage on the top right (or the Sync button if there are multiple integrations on this project).
A window will open containing the contract that exists in Sage. Because Siteline and Sage could be slightly different, you will need to confirm how you want to distribute what was billed in Siteline. By default, we attempt to match line items for you, but if we couldn't or you need to make edits, you can click Edit manually to change the values following the instructions on the screen. Also confirm if you would like to use the next available invoice number in Sage and the invoice date you want to post this for. Click Sync to send this to Sage.
Once the sync is complete, Sage will be updated with the latest billing values.
Notes on the Sage 300 CRE integration
This integration does not support syncing retention-only pay apps at this time. Retention will still need to be released manually in Sage.
When new data is entered into Sage, like an approved change order, it can take 5–10 minutes for that information to be made available for syncing to Siteline.
What the sync looks like in practice
This section shows exactly how data flows between Sage 300 CRE and Siteline.
Please note: Field names may vary slightly based on your Sage 300 CRE setup.
Importing a project from Sage 300 CRE
This is typically what a project looks like in Sage 300 CRE before importing into Siteline:
These screenshots show what the above project looks like when imported from Sage 300 into Siteline.
To import a project, select "New project" on the homepage. Next, in the modal box that pops up: select the project type, select the ERP you want to import the project from, and then search for your desired project in the search bar.
Importing the Schedule of Values
This is where the SOV is imported from Sage 300:
This is what the SOV looks like in Siteline:
Syncing an invoice back to Sage 300 CRE
These screenshots show what an invoice looks like after updating billing in Siteline and before syncing over to Sage 300. To sync an invoice to Sage 300, you can click the Sync invoice to Sage button shown in the top right corner of the screenshot below:
This is what an invoice looks like in Sage 300 after syncing from Siteline:
And if you drill down into the invoice, you can see the items billed:
Importing vendors
This is an example of what a vendor could look like in Sage 300 before importing to Siteline. To import a vendor, navigate to the Vendor module and select Add vendor in the top right corner:
This screenshot shows what that vendor looks like after importing in Siteline:
