SprintSuite

Clients in Sprintsuite must link to Greentree customers before job/invoice flows that require a Greentree customer code.

Clients exist under the billable company.

- Connected on Credentials.
- Clients exist under the billable company.

Open the billable company’s Clients (customer associations) Greentree controls.

Click Sync / Sync from Greentree for customers and wait for progress to finish.

For each Sprintsuite client, Link the matching Greentree customer, or click Auto-Map Greentree to apply confident name matches in bulk.

Review Auto-Map results; fix misses with a manual link.

1. Open the billable company’s Clients (customer associations) Greentree controls.
2. Click Sync / Sync from Greentree for customers and wait for progress to finish.
3. For each Sprintsuite client, Link the matching Greentree customer, or click Auto-Map Greentree to apply confident name matches in bulk.
4. Review Auto-Map results; fix misses with a manual link.

[Screenshot: Clients table with Auto-Map Greentree]

[Screenshot: Manual link customer modal]

Greentree customer catalogue populated for the company.

Clients you invoice/sync against show a linked Greentree customer.

- Greentree customer catalogue populated for the company.
- Clients you invoice/sync against show a linked Greentree customer.

Sync hint says none appear → run customer sync first.

Auto-Map linked the wrong party → unlink and manual link.

Already linked elsewhere → unlink the other client first if the Greentree customer is unique.

- Sync hint says none appear → run customer sync first.
- Auto-Map linked the wrong party → unlink and manual link.
- Already linked elsewhere → unlink the other client first if the Greentree customer is unique.

Sync Customers + link / Auto-Map

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Sync Customers + link / Auto-Map

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