Intended audience: accountant or project manager. This page covers importing projects from CMiC. For the one-time connection, see Setup.
Importing projects
Once the integration is set up, you can import your CMiC jobs as Siteline projects. Each CMiC job becomes one Siteline project.
From the Billing homepage, click + New Project in the upper right and choose the project type.
Select CMiC as the source.
Search for the job by name or number, select it, and click Link. Siteline imports the project's details.
Review the project details and click Create project.
Filtering the project list by date
When you're choosing which job to import, Siteline shows a "created between" date range to help you narrow a long job list. It defaults to roughly the last month, so only recently added jobs appear at first. To see every job, clear both dates — keep in mind that Siteline then has to pull your entire job history from CMiC, so the list can take noticeably longer to load.
This filters on when the job was added to CMiC, not when the project started.
The date range matches the job's creation date in CMiC — the day the job record was first entered into your system — not the project's actual start date. If a job was entered into CMiC recently for a project that began some time ago, it will still appear in a recent date range. And if an older job is one you expect to see but it doesn't appear, widen the range or clear the dates entirely.
If you're not sure whether a job falls inside your date range, the safest option is to clear both dates and search by the job name or number instead. Expect the list to load more slowly with no date filter, especially if you have many years of jobs in CMiC — if it's taking a while, widening the range rather than clearing it keeps things faster.
Building the SOV and syncing invoices
After the project is imported, build or import its schedule of values in Siteline, create your pay app, and sync the invoice back to CMiC's AR module. Invoices post as a single total.
Preloading AP invoices for lien waivers
Siteline can pull your CMiC AP invoices in bulk so lower-tier lien waiver requests come prefilled with the right vendors and amounts. Run the import from the vendor selection step of a lien waiver request; it covers the last six months of vouchers for the CMiC company you're connected to.
Two things to know about what comes across:
Invoices are attributed to the job on the voucher header, rolled up to that job's top-level parent. If you book work against sub-jobs, those invoices roll up to the parent job, since that's the job that maps to your Siteline project.
Vouchers with no job ("No Job") aren't imported — they can't be tied to a project.
Unpaid invoices are included, which is usually what you want: an open invoice is still a waiver you may need to collect.