Siteline and Viewpoint Spectrum have a two-way, real-time integration. This lets you manage billing, change orders, lien waivers, and sworn statements in Siteline while keeping Spectrum as the system of record for accounting.
How the integration works
Project information, SOVs, and change requests flow from Spectrum into Siteline.
You generate and submit payment applications in Siteline.
Billing amounts (pay apps) flow from Siteline back into Spectrum as AR invoices.
AP invoice amounts and AR payment records from Spectrum populate vendor and primary lien waivers within Siteline.
Data flow overview
Spectrum (source) | Direction | Siteline (destination) |
Job information | Spectrum → Siteline | Project information |
Prime contract | Spectrum → Siteline | SOV |
Change requests | Spectrum → Siteline | SOV change items |
AR invoices | Siteline → Spectrum | Pay apps |
AP invoices and AP payments | Spectrum → Siteline | Vendor lien waivers |
AR payments | Spectrum → Siteline | Primary lien waivers |
What Siteline reads from Spectrum
Siteline reads the following data directly from your Spectrum SQL Server database to populate projects, contracts, change orders, and lien-waiver workflows.
Job information → project information
Siteline reads job records from Spectrum's Job Cost module to create and sync project information in Siteline. This includes job code, job name, company, and prime contract details.
Spectrum data | How it appears in Siteline |
Job / contract name | Imported as the Siteline project name |
Job code | Stored as the internal project reference |
Customer name | Set as the General Contractor |
Customer mailing address | Used for the GC address |
Job address | Used for the project address |
Sales tax code | Applied based on Spectrum tax setup |
Prime contract → schedule of values (SOV)
Contract billing items from Spectrum's Contract Receivables module populate the Schedule of Values (SOV) in Siteline. This includes line item descriptions, scheduled values, and tax setup.
Spectrum data | How it appears in Siteline |
Contract billing item | Imported as Siteline SOV line item |
Contract description | Imported as SOV description |
Scheduled value | Preserved on import |
Sales tax code | Applied based on Spectrum tax setup |
Best practice: SOVs should be maintained in Spectrum's Contract Receivables module. Siteline reads from this source to ensure clean imports and accurate change order handling.
Change requests
Approved change requests from Spectrum's Contract Receivables → Change Request Log sync into Siteline as SOV change items, keeping the SOV up to date. A change request is treated as an approved change order once it has an approval date in Spectrum.
Vendors
Siteline reads the vendor list from Spectrum's Accounts Payable → Vendor Master so vendors can immediately be used for lien-waiver requests and sworn statements.
AP invoices → vendor lien waivers
With a click of a button, AP invoice amounts from Spectrum's Accounts Payable module populate onto vendor and lower-tier lien waivers within Siteline. This lets you accurately fill in amounts paid to subcontractors and suppliers.
AR payments → primary lien waivers
Payment records from Spectrum's Contract Receivables module sync into Siteline to populate amounts received on primary lien waivers.
What Siteline writes to Spectrum
When you submit a pay app in Siteline, billing amounts are written back into Spectrum as AR invoices.
Pay apps → AR invoices
Siteline writes each pay app into Spectrum as one AR invoice — a single header row plus one detail row per SOV line item (description, billed amount, and revenue GL account). Retention is written once on the invoice header rather than per line. Invoices land in the batch code you configure in Siteline, which must match a valid batch code in Spectrum.
Siteline billing data | Result in Spectrum |
Invoice code | Written as the Spectrum invoice number |
Batch | Written to the matching Spectrum batch |
Invoice date | Applied to the Spectrum AR invoice |
Invoice amount | Written as the invoice / extension amount |
Retention | Written as a single header-level retention amount |
SOV line item detail | One invoice line per SOV line item, with its billed amount |
Siteline writes AR invoices unposted. Your team reviews and posts them through Spectrum's normal CCD Dashboard → Customer Invoice Entry batch process (Update → Preview → Continue), so nothing reaches your general ledger without your approval.
Multi-company customers
If your team runs more than one Spectrum company, each company needs a separate Siteline integration. The underlying SQL connection can be shared — you'll just select a different Spectrum company code per integration when setting them up.
Connection & configuration notes
Connection type. Siteline connects directly to your Spectrum SQL Server database. There is no Agave connector, no Info-Link authorization ID, and no enhanced authentication involved.
Hosting. Your Spectrum database must be reachable from Siteline's servers. Siteline will connect to your instance using one of 2 static IP addresses — see Setup (Siteline) for details.
Batch code. Siteline writes each invoice into a Spectrum batch. The batch code configured in Siteline must match a valid batch code in Spectrum (for example,
SITELINE).Posting in Spectrum. Invoices are written unposted. Your team must log into Spectrum and post them from CCD Dashboard to finalize the AR entries.
Change order sync. Only approved change requests in Spectrum sync into Siteline. Change orders cannot be written back into Spectrum — Spectrum doesn't expose a bidirectional change-order concept.
Previously billed amounts. Spectrum does not link AR invoice detail lines to prime-contract lines in a way Siteline can trust, so previously-billed amounts on in-progress projects are entered manually in Siteline at import time.
Real-time sync. Reads from Spectrum are performed on demand when you access a project or trigger a sync in Siteline.