Overview
Siteline supports a file-based integration with Oracle NetSuite. This allows your team to manage billing in Siteline, then export invoice data for import into NetSuite.
The NetSuite integration supports:
Exporting invoices from Siteline
Exporting invoices individually or in bulk
Exporting retention invoices
Setting NetSuite export values at the company, project, or individual export level
The NetSuite integration does not directly import data from NetSuite into Siteline. If you need to add project, SOV, vendor, AP invoice, or job cost data into Siteline, you can use Siteline’s standard setup and import options, including manual project setup, Excel import templates, and GC portal imports.
Before you start
Before exporting invoices to NetSuite, make sure your NetSuite integration is enabled in Siteline. If you do not see NetSuite as an export option, contact your Siteline CSM or Support team.
You will also need the correct NetSuite values for the invoices you plan to export. These values should match how your company is set up in NetSuite.
Required NetSuite fields include:
Subsidiary
A/R Account
Progress Item
Retention Item
Each project should also include:
General contractor name
Complete GC address, including street, city, state, and ZIP code
Project number and project name that match NetSuite
Office nickname that matches the corresponding NetSuite location
Step 1: Add data into Siteline
The NetSuite integration is used to export invoice data out of Siteline. It does not pull project or billing setup data from NetSuite into Siteline.
To set up projects in Siteline, you can use any of the following methods.
Option 1: Manual project setup
You can create projects directly in Siteline. This works well when you are setting up a smaller number of projects, when project details are still changing, or when you want a flexible setup process.
Option 2: Excel import templates
You can use Siteline’s Excel import templates to add larger amounts of data into Siteline. Excel import templates can be used for:
Projects
SOVs
Vendors
AP invoices
Job costs
Note: SOV imports are typically used during initial setup. Once billing has started, updates may need to be made manually or by creating a new SOV version.
Option 3: GC portal imports
If your billing data lives in a GC portal, Siteline can also import certain data from supported portals like Procore, Textura, and GCPay. GC portal imports can help bring in:
SOVs
Change orders
Project metadata
This can help keep Siteline aligned with what the GC expects to see during billing.
Step 2: Set company-level NetSuite defaults
You can set default NetSuite export values at the company level. These defaults make future exports faster and help reduce manual entry.
To add or update company-level NetSuite settings:
Go to Company Settings.
Open the NetSuite section.
Add or update the following fields:
Subsidiary
A/R Account
Progress Item
Retention Item
Save your changes.
These values will be used as defaults for NetSuite invoice exports.
Step 3: Review project-level NetSuite settings
Projects can use the company-level NetSuite defaults, or they can have project-specific NetSuite values when needed.
You may need project-specific values if a project should be associated with a different subsidiary, A/R account, progress item, or retention item in NetSuite.
To review or update project-level NetSuite settings:
Open the project in Siteline.
Go to the project’s integration settings.
Review the NetSuite fields.
Update any project-specific values.
Save your changes.
If a project uses the same values as the company defaults, no project-specific change is needed.
Step 4: Export an individual invoice to NetSuite
Use individual export when you want to download a NetSuite export file for one invoice. To export an individual invoice:
Open the pay application you want to export.
Click the export icon on the invoice.
Select Export to NetSuite.
Review the NetSuite fields:
Subsidiary
A/R Account
Progress Item
Retention Item
Make any needed updates.
Click Download.
Import the downloaded file into NetSuite.
If required fields are missing, Siteline will prevent the download until the required information is added.
Step 5: Export invoices to NetSuite in bulk
Use bulk export when you want to export multiple invoices at once.
To export invoices in bulk:
Go to the main Reporting tab and select Export in upper right.
Select the NetSuite export option.
Choose the billing month.
Select the pay applications you want to export.
Optional: exclude pay apps that have already been exported.
Click Download.
Import the downloaded file into NetSuite.
Bulk export is useful when your team posts invoices to NetSuite on a recurring schedule, such as at the end of each billing cycle.
What exports to NetSuite?
Siteline currently supports the following NetSuite exports:
Siteline data | NetSuite result |
Progress invoice | A/R invoice |
Retention invoice | Retention invoice |
Progress invoices can be exported individually or in bulk.
What is not supported today?
The NetSuite integration does not currently support:
Direct imports from NetSuite into Siteline
Project info import from NetSuite
SOV import from NetSuite
Vendor import from NetSuite
Compliance import from NetSuite
Cost import from NetSuite
Tax group import from NetSuite
Change order import from NetSuite
T&M invoice export
Tax export on invoices
You can still use Siteline’s standard setup and import tools to add project, SOV, vendor, AP invoice, and job cost data into Siteline.
Troubleshooting
I do not see the NetSuite export option
Your NetSuite integration may not be enabled for your company. Contact your Siteline CSM or Support team.
I cannot download the NetSuite export file
Check that all required NetSuite fields are complete:
Subsidiary
A/R Account
Progress Item
Retention Item
You should also confirm that the project has the required project and GC information.
I am seeing an error about the general contractor address
Make sure the project includes the GC’s complete address, including:
Street
City
State
ZIP code
The invoice does not match what I expected in NetSuite
Confirm that the following values match how the project and invoice should be associated in NetSuite:
Subsidiary
A/R Account
Progress Item
Retention Item
Project number
Project name
Office nickname / NetSuite location
I need to import project or SOV data into Siteline
The NetSuite integration does not import this data directly from NetSuite. Use manual project setup, Siteline’s Excel import templates, or supported GC portal imports instead.