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Connect Greentree (credentials, Save & connect, Ping)

Enter your Greentree Web Services details, allowlist SprintSuite's egress IP, and connect a billable company.

When you need this

You need SprintSuite to reach your Greentree Web Services API so catalogue syncs, links, CSV export and pushes can run.

Before you start

  • SprintSuite support has switched Greentree on for your company.

  • Your role has Integrations tab: Read & Write on the billable company.

  • Your Greentree or network admin has allowlisted SprintSuite's egress IP address. All SprintSuite traffic to Greentree comes from one fixed IP. Ask your SprintSuite contact for the current address, and allowlist that, not individual office or laptop IPs.

  • Your Greentree admin has created a Web Services user and given you: the HTTPS Web Services URL, the Username and Password, the API Key (site serial), and the Company code.

Steps

  1. Go to Settings → Integrations → Greentree → Credentials for the billable company.

  2. Enter the URL, Username, Password, API Key (Greentree serial) and Company code. The URL must be HTTPS. The Company code accepts letters, numbers, underscores and hyphens.

  3. Click Save & connect. SprintSuite saves the values, even if the test fails, then runs a live Ping.

  4. Check the status shows a green Connected to Greentree.

Why the Company code matters

The connection test and catalogue syncs work without a Company code. Every write to Greentree needs one: jobs, staff, purchase orders, receipts, supplier bills, customer invoices, timesheets and leave. If it's blank, those all fail even though the status says Connected.

Good to know

  • Once connected, your credentials are hidden. To edit them later, Disconnect first. Leaving Password or API Key blank on save keeps the saved value.

  • If you change the URL, re-enter the Password and API Key. SprintSuite won't send saved secrets to a new address.

  • Each billable company has its own connection, credentials and settings.

What success looks like

  • Status shows Connected to Greentree, with a last-checked time.

  • Sync buttons on the other Greentree tabs are enabled.

  • The Company code is set.

If it fails

Message

What to check

Enter a URL, username, password and API key first

A field is empty

Reached Greentree but authentication was rejected (HTTP 401/403)

Username, Password or API Key

Reached Greentree but /Ping returned HTTP 


The URL path, or Web Services isn't enabled in Greentree

Connection timed out

Firewall or allowlist. Confirm the SprintSuite egress IP is allowlisted.

Could not reach the host

DNS or the server address

Writes fail later with a missing Company code

Set the Company code on Credentials, then Save & connect again

If Ping suddenly times out when nothing has changed in SprintSuite, the allowlist on the Greentree side is the most common cause. See Disconnect / reconnect / Retry for the unreachable banner.

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