Siteline connects to Sage 300 CRE through one of two connectors: hh2 (this page) or Agave. Your Siteline contact will tell you which one applies to your account. If you connect via Agave, see Overview (Agave) instead.
Siteline integrates with Sage 300 CRE to simplify, streamline, and speed up construction billing workflows for specialty subcontractors. While Sage 300 CRE handles your accounting, Siteline simplifies billing workflows — without spreadsheets, rekeying, or risk.
How Siteline works with Sage 300 CRE
Sage 300 CRE (formerly Timberline) is an on-premise Windows application without a built-in API. To connect it to Siteline, hh2 — a construction-focused integration partner — installs a lightweight Sync Client on your Sage server. The Sync Client securely pushes data from Sage up to the cloud, where Siteline reads it, and writes approved invoices back into Sage.
High-level workflow:
Import project, contract, SOV, and vendor data from Sage 300 CRE into Siteline.
Bill using Siteline's intuitive interface (including pay apps, T&M billing, and lien waivers).
Sync approved invoices back to Sage 300 CRE for accurate accounting and reporting.
Key integration notes
Powered by hh2: A secure, construction-focused integration that runs through hh2's Sync Client on your Sage server.
Contract-based imports: Project data comes from the Sage Contract module. The project must have a contract (with a contract start date) to import into Siteline. Time & materials projects, which don't carry a contract in Sage, are billed in Siteline without one.
SOV doesn't have to match: Your Siteline Schedule of Values can be more detailed than the contract line items in Sage — they don't need to line up one-to-one.
Approved change orders only: Approved change orders flow in and update the affected SOV line items. Unapproved COs can still be managed within Siteline.
Invoices post as "Pending Post": Synced invoices land in Sage's Accounts Receivable module as Pending Post, where you can review them before posting (a Sage requirement). You then post them in Sage. See Usage for where to find and post them.
Hourly sync: By default the Sync Client pushes data once an hour, on the hour. So a change made in Sage (such as an approved change order) may take up to an hour to appear in Siteline.
Retention note: Retention values tracked in Siteline do not sync back to Sage 300 CRE (due to Sage limitations); they must be added manually.
User-initiated sync: Invoices are synced via a one-click "Sync to Sage" button in Siteline.
Integration details
Type: API-based via hh2 (Siteline's integration partner), using a Sync Client installed on your Sage server
Data flow: On-demand for invoices (user-initiated syncs); inbound Sage data refreshes hourly
User action: Siteline syncs initiated by end user (via the "Sync invoice to Sage" button)
Security: Encrypted communication; no direct database access from Siteline
Detailed field-level mapping: Siteline ↔ Sage 300 CRE
Project / contract import
Direction: Sage 300 CRE → Siteline Source module: Contract, Job Cost
Sage 300 CRE field | Siteline field |
Job ID | Project Name / Internal ID |
Customer Name | General Contractor |
Contract Amount | Contract Value |
Start/End Date | Contract Date |
Cost Code | Cost Code |
Note: Siteline pulls these into the "New Project" flow when ERP = Sage 300 CRE is selected.
Schedule of Values (SOV)
Direction: Sage 300 CRE → Siteline Source: Contract module > Progress Billing
Sage 300 CRE field | Siteline field |
Cost Code | Cost Code |
Contract Item | Name |
Original Contract Amount | Scheduled Value (per line) |
Change Order Amount (Approved) | Change Orders (imported) |
Total Billed | % Complete (calculated in Siteline) |
Invoices: T&M
Direction: Siteline → Sage 300 CRE Target module: A/R
Siteline field | Sage 300 CRE field |
T&M Items (labor/materials) | Line Item (AR) |
Project | Job Reference |
Date and Value | Carried into Sage Invoice Lines |
Invoices: Progress Billing / AIA
Direction: Siteline → Sage 300 CRE Target module: A/R (Invoice Entry)
Siteline field | Sage 300 CRE field |
Invoice # | Invoice |
Invoice Date | Activity Date |
Name (Line items) | Invoice Items |
Retention (note) | ❌ Not synced; must be manually entered in Sage |
Vendor records
Direction: Sage 300 CRE → Siteline Source module: AP Vendors
Sage 300 CRE field | Siteline field |
Vendor Name | Vendor Name |
Address | Address |