When you need this
You are setting up Greentree for a billable company and need a clear picture of what SprintSuite pulls from Greentree, what you map in SprintSuite, and what you push or export back.
Before you start
SprintSuite support has switched Greentree on for your company. Until then, Greentree doesn't appear under Integrations.
You can open Settings → Integrations → Greentree for the billable company.
Your role has Integrations tab: Read to view settings, or Read & Write to change them.
Each billable company has its own Greentree connection. If you have more than one billable company, set each one up separately.
Steps
1. Know the direction of travel
Flow | Direction | Where you run it |
Connection test (Ping) | SprintSuite → Greentree | Credentials |
Profit Centres, Branches, Tax Codes, GL Codes, activity codes, Work Centres, Employee Types, mandatory job fields | Greentree → SprintSuite | The matching Greentree settings tab |
Staff catalogues (HR Persons and JC Employees) | Greentree → SprintSuite | Staff tab |
Customers and suppliers | Greentree → SprintSuite, then linked in SprintSuite | Settings → Clients and Settings → Suppliers |
Staff profile to Greentree employee | Linked in SprintSuite | Staff tab |
Jobs and projects (JC Jobs) | SprintSuite → Greentree | Automatic on save once Job Sync is on, or Link an existing Job Code |
Approved purchase orders | SprintSuite → Greentree | Automatic on approval |
Supplier bills | SprintSuite → Greentree | Auto-push on approval, or Send to Greentree |
Job receipts | SprintSuite → Greentree | Finance → Reconciliation → Receipts → Send to Greentree |
Customer invoices | SprintSuite → Greentree | Push to Greentree on the invoice (never automatic) |
WIP write-off | SprintSuite → Greentree | During customer invoice push, where switched on |
Timesheets | SprintSuite → file you import into Greentree | Staff Times → Pay Runs → Export GreenTree CSV |
2. Know what's switched on per company
Some features need SprintSuite to switch them on for your company and aren't part of standard setup. Ask your SprintSuite contact before planning around them:
Customer invoice push and WIP write-off
Live timesheet push to Greentree payroll
Leave sync
Receipt sync on upload
Creating and updating staff in Greentree
Job status mapping
Activity-coded customer invoices
3. Follow the setup order
Credentials: enter your details and Save & connect, including the Company code.
Branches and Profit Centres: sync both, then map each department to a profit centre.
Tax Codes and GL Codes: sync both.
Trade and shift type mapping: sync activity codes.
Pay Types: sync Work Centres.
Employee Types: sync or import.
General: sync mandatory job fields if your Greentree uses them.
Sync and link customers, suppliers and staff.
Set a Default job manager, then turn on Enable Job Sync.
Procurement: map tax codes, code your purchase types, then turn on PO sync and bill auto-push when you're ready.
General: turn on Enable CSV timesheet export and set Field / rostered on jobs that use trade and shift combinations.
Run one test of each flow you use before go-live.
4. Tab names that have changed
If you're following older notes or screenshots: the Bills tab is now Procurement, and Activity Codes is now Trade and shift type mapping.
What success looks like
You can say which flows are catalogue syncs, which are links, which are automatic syncs, which are pushes, and which is a file export.
You know which features need SprintSuite to switch them on for your company.
If it fails
No Greentree under Integrations → ask SprintSuite support to switch Greentree on, and check your role can open Integrations.
Tabs visible but Sync buttons disabled → connect on Credentials first, and check you have Read & Write.