When you need this
The Activity column in the GreenTree timesheet CSV must resolve for each line. You either set an activity code directly on Pay Types, which always wins, or let SprintSuite build it from trade and shift type letter codes.
Before you start
Activity codes are synced (Trade and shift type mapping tab, previously Activity Codes).
Work Centres are synced if you'll fill the Work Centre column on Pay Types. The CSV's Wcentre column is always blank either way.
Your trades and shift types exist in SprintSuite.
Your role has Integrations tab: Read & Write.
Steps
A. Map Pay Types
Open Settings → Integrations → Greentree → Pay Types.
On each sub-tab, pick the Greentree Pay type, and optionally an Activity code and Work Centre:
Shift Types: shift types and non-producing types.
Leave Types: leave options. Types pulled in from Greentree start inactive until you activate them.
Allowances: each allowance's pay type and activity code, used for the extra allowance rows in the CSV.
Save each row, or Save all mappings.
A shift type with an activity code here is used as-is. It's removed from the trade and shift type combinations and listed under Mapped on Pay Types.
B. Use trade and shift type combinations
Open Trade and shift type mapping.
Give each trade and each shift type a letter code. See Compose trade / shift-type codes (+ Automatch).
On Combinations, run Automatch codes. It links each composed code that already exists in your synced activity codes. It doesn't create new codes in Greentree.
Map any rows still showing as Unmapped by hand.
Set Field / rostered on every job used on timesheets.
Bulk edit with CSV
On Pay Types, Download current list gives you the columns Kind, SprintSuite Name, Greentree Pay Type, Greentree Activity Code and Greentree Work Centre. Edit it and use Upload CSV.
Kind must be
shift_type,non_producing_type,leave_optionorpay_category.Names must match an active item in SprintSuite. Activity and Work Centre codes must exist in your synced catalogues.
One bad row cancels the whole file, so fix it and upload again.
Good to know
Clearing a row's pay type, activity code and Work Centre deletes the mapping.
Inactive shift types or allowances with saved mappings are listed under Deleted.
Changing a mapping updates timesheet lines that haven't been exported yet.
What success looks like
Pay run exports have no mapping errors, or you choose Export anyway knowing which lines will have a blank Activity.
Allowances in the period have a PayCode and Activity.
If it fails
Mapping errors mention a missing trade, shift type, service kind, or no matching code → fix the letters, set Field / rostered on the job, or check the composed code exists in Greentree.
Wrong code for a shift type mapped on Pay Types → change it on Pay Types, not on Combinations.
Work Centre dropdown disabled → click Sync WorkCentres from Greentree on Pay Types.