Intended audience: accountant or project manager. This page walks through the recurring monthly workflow. For one-time account setup, see Setup.
Monthly workflow: Siteline → Textura
Step 1: Import the project from Textura
Create a new project in Siteline.
Choose to import from Textura.
Then search for the project name, number, or GC.
Siteline imports the project details and schedule of values. To learn more and see full instructions about importing, click here.
Step 2: Prepare the pay app in Siteline
Add billing amounts, attach forms, and complete your normal Siteline workflow.
Step 3: Sync the pay app to Textura
There are 2 primary ways to handle setting a pay app as synced on Siteline. If you add billing in Siteline and would like to update Textura, follow the steps below. If you've already updated billing in Textura and would simply like to mark the pay app as synced in Siteline, skip to Marking a pay app as synced without sending data.
Syncing billing values from Siteline to Textura
In the Billing module, open the project and the pay app you would like to sync to Textura.
Open the Invoice tab of the pay app.
Click Sync invoice to Textura. This will sync the billing values you've entered for this month to the Textura draw request/pay app.
Once you've clicked sync invoice, a dialog will appear until the sync is complete. Please do not navigate away from the page or close the tab during this process.
Once the sync is complete, it will show a success dialog. You can then click Submit on Textura to complete the final submission in Textura.
If the sync fails, a dialog will show up. If Textura gives us an error message explaining what went wrong, we'll show it on this dialog. Once you have corrected any issues, you can follow step 3 to continue the process. You can also click Sync again if there aren't corrections to be made.
Siteline will send:
Billing values
Retention
Lien waivers
Compliance documents
Marking a pay app as synced without sending data
This is for the case where you have to submit your billing on Textura directly (not recommended) or where a GC modifies your billing directly on Textura.
In the Billing module, open the relevant project.
Update the billing values of the relevant pay app on Siteline to reflect Textura.
Click the menu icon on the right-hand side of the pay app you want to mark as synced.
Select Mark as synced. The status of the pay app will update, but Siteline will not sync any information to Textura.
Step 4: Complete submission in Textura
Siteline then opens Textura in your browser. You must log in and complete:
Signatures
Notarization
Final submission steps
Step 5: If the GC rejects the pay app
If rejected in Textura:
Siteline automatically marks the pay app as Rejected
Displays the rejection reason
Resets the pay app so you can fix and resync
Example:
Pro tip: Siteline allows you to filter out to view Textura rejections only.
View more information about rejections on the Troubleshooting page.
Syncing compliance documents to Textura
In the Compliance module, open the project you'd like to sync compliance documents for.
Go to the Requirements tab, then click the blue Queue to sync icon on each document that you'd like to sync. Documents you fill out or upload will be automatically queued.
After adding all the documents to the queue, click the Sync to Textura button.
Confirm the list of requirements to sync, then click the Sync to Textura button.
What Siteline imports from Textura
(During project setup)
When you create a project in Siteline and select "Import from Textura," Siteline pulls in:
Project details
Schedule of Values
Approved Change Orders
This import occurs only during initial project setup. Learn more about importing here.
What Siteline sends to Textura
A. Pay app / invoice values
Synced using the "Sync invoice to Textura" button. Values sent include:
Line-item billing
Retention
Line totals
CSV file used by Textura
If formatting issues occur (e.g., retention must be a whole number), Siteline will display the error Textura returns.
B. Compliance documents
Siteline sends:
The PDF document
Expiration date (if provided)
C. Lower-tier lien waivers
Siteline sends:
The PDF waiver
Vendor/tier mapping
What does not sync to Textura
These items must be handled directly in Textura:
Signatures
Notarization
Submission
GC comments
GC-modified invoice values
GC-modified SOV values
None of these flow automatically between systems. Learn more about syncing here.
What flows back into Siteline from Textura
Textura → Siteline data flow is limited by design. Only two behaviors flow back:
1. Rejections
If the GC rejects your pay app, Siteline:
Marks the pay app as rejected
Displays the rejection message
Allows you to correct issues and re-sync
2. Manual "Mark as Synced"
If the GC adjusts your values and you do not want to override their changes, you can mark the pay app as synced in Siteline without re-syncing.
No other changes (e.g., GC-edited billing amounts or SOV changes) flow back automatically.
What must still be done directly in Textura
These steps cannot be done in Siteline and must be completed inside Textura:
Notarization
Submission signatures
GC comment review
Final approval steps
Reviewing multi-tier compliance from the GC side
Subcontractor-specific contract actions
Viewing GC-modified draw information
Siteline handles preparation. Textura manages legal submission.