When you need this
Greentree does not appear under Integrations, or toggles/syncs stay hidden, until the parent integration gate is on for the tenant.
Before you start
You are a tenant admin (or working with Sprintsuite support) who can request feature enablement.
You know which billable company will use Greentree.
Steps
Confirm the parent gate
greentree_integrationis enabled for your tenant (Sprintsuite rollout / support â not a self-serve customer toggle on Credentials).Open Settings â Integrations and select the billable company.
Open Greentree. You should see the LIVE tabs: Credentials, Procurement, General, Default job manager, Job Statuses, Profit Centres, Branches, Tax Codes, GL Codes, Staff, Pay Types, Activity Codes.
Connect credentials (see Connect Greentree).
On General, turn on only the LIVE company toggles you need now â typically Enable CSV timesheet export for pay-run CSV. Leave WIP toggles (API timesheet push, leave sync, job create sync, PO sync, etc.) alone unless your rollout explicitly includes them.
What success looks like
Greentree settings open for the company.
Credentials can connect; catalogue Sync buttons appear when connected.
With CSV export enabled, Pay Runs show Export GreenTree CSV for eligible users.
If it fails
No Greentree entry under Integrations â parent gate still off, or wrong company selected.
Tabs appear but actions are read-only â need Read & Write on Integrations.
Export button missing on Pay Runs â gate on, CSV export toggle on General, and permission for Greentree timesheet export/push surfaces.


