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Sync Profit Centres (+ map to departments)

Departments in Sprintsuite must map to Greentree Profit Centres for reporting and for flows that require a profit-centre mapping (for example staff/job prerequisites elsewhere).

When you need this

Departments in Sprintsuite must map to Greentree Profit Centres for reporting and for flows that require a profit-centre mapping (for example staff/job prerequisites elsewhere).

Before you start

  • Connected on Credentials.

  • Departments exist for the billable company.

Steps

  1. Go to Settings → Integrations → Greentree → Profit Centres.

  2. Click Sync from Greentree (progress appears in the Background Jobs tray; the page refreshes so you can track it).

  3. When the table fills, for each Profit Centre choose the matching Sprintsuite department in the dropdown (mapping auto-saves).

  4. Leave unneeded rows unmapped only if you are sure nothing will require them.

Greentree Profit Centres table with department dropdown

[Video: Sync + map one profit centre]

What success looks like

  • Catalogue lists active Greentree Profit Centres.

  • Each department you use has a mapped Profit Centre.

  • Last synced time updates; tray shows completion.

If it fails

  • Connect first / Lost connection → reconnect on Credentials, then Sync again.

  • Sync already running → wait for the tray job; don’t spam Sync.

  • Disconnect does not wipe mappings — reconnect and re-sync if Greentree codes changed.

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