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 locally, and what you push or export back — live capabilities only.
Before you start
Greentree integration is enabled for your tenant (
greentree_integrationparent gate).You can open Settings → Integrations → Greentree for the billable company.
You have permission to view Integrations (
billable_company-integrations_tab).
Steps
1. Know the direction of travel
Flow | Direction | Where you run it |
Connection / Ping | Sprintsuite → Greentree | Credentials |
Profit Centres, Branches, Tax Codes, GL Codes, Activity codes, Work Centres, Job Statuses, JC Job Tree / mandatory fields | Greentree → Sprintsuite catalogues | Matching Greentree settings tabs / General |
Staff catalogues (HR Persons + JC Employees) | Greentree → Sprintsuite | Staff → ReSync |
Customers / Suppliers catalogues + link / Auto-Map | Greentree → Sprintsuite, then local link | Clients / Suppliers association pages |
Staff profile ↔ Greentree HR person | Local link only | Staff tab (Link to Greentree) |
Job ↔ existing Greentree Job Code | Local link only | Job / project Greentree Sync section |
Timesheets | Sprintsuite → file for Greentree import | Staff Times → Pay Runs → Export GreenTree CSV |
Job (AR) invoices | Sprintsuite → Greentree | Invoice Push to Greentree |
Supplier (AP) invoices / bills | Sprintsuite → Greentree | Bill / supplier invoice Push to Greentree |
2. Know what this pack does not cover
These are not live how-tos here: API timesheet Push, leave push, create HR Person, JCJob create/update sync, PO sync, receipt→AP, WIP write-off, invoice activity-code Account.
3. Recommended setup order
Turn integration on → Connect (Save & connect / Ping).
Sync catalogues: Profit Centres → Branches → Tax Codes → GL → Activity codes → Work Centres → JC Job Tree / mandatory fields.
Map Profit Centres to departments; set up Pay Types / Combinations / Automatch.
Sync + link Customers, Suppliers, Staff.
Enable CSV timesheet export on General when ready for pay runs.
Link jobs to existing Greentree Job Codes as needed; push invoices when finance is ready.
[Video: 2-minute walkthrough of Greentree settings tabs]
What success looks like
You can name which flows are catalogue syncs, which are links, which are CSV export, and which are invoice pushes.
You are not waiting on WIP features listed above to complete live setup.
If it fails
Greentree settings missing entirely → confirm
greentree_integrationis on for the tenant and your role can open Integrations.Tabs visible but Sync disabled → connect on Credentials first (see Connect Greentree).