When you need this
You want SprintSuite to create a Greentree JC Job for a new job or project, and keep it updated as the job changes. Linking an existing Greentree Job Code is a separate path, covered in Link an existing Greentree Job Code to a job/project.
Before you start
Complete these for each billable company:
Greentree is connected and the Company code is set on Credentials.
SprintSuite support has switched on Greentree job sync for your company, and Enable Job Sync is on under Greentree → General.
A Default job manager is set. Every JC Job uses this person as Job Manager and Account Manager. The job's responsible staff member is never sent.
The job's client is linked to a Greentree customer (Settings → Clients).
The job's primary department is mapped to an active Greentree profit centre.
If your Greentree requires custom job fields, you've run Sync from Greentree under General → Greentree mandatory fields.
Your role has Integrations tab: Read & Write plus job edit rights.
Steps
1. Fill in the job
Enter the job number, a title or description, the client and the primary department.
If you have more than one billable company, pick the billable company. That decides which Greentree connection is used.
Complete every field in the Greentree mandatory fields section. Blank required fields block both saving and syncing.
2. Save to create the JC Job
Save a new job. Sync starts automatically in the background.
For an existing job that isn't linked yet, click Create in Greentree in the Greentree Sync section.
The status pill shows Pending, then Synced with the Greentree Job ID.
3. Keep editing
Once synced, changes to the job number, title, description, status, active flag, client, start date, primary department or mandatory fields update the JC Job automatically.
What goes to Greentree
Greentree field | Comes from |
Code | Job number |
Name | Job title, or the description if there's no title |
Customer | The client's linked Greentree customer |
Profit Centre | The primary department's mapped profit centre |
Job Manager and Account Manager | The Default job manager |
Start date | Job start date |
Status | Active on create, then Active or Inactive from the job's active flag |
Activity Group | Always All Activities |
Job Type, Charge Type, Price Code | Always SS |
Custom fields and Trees | The mandatory fields filled on the job |
Good to know
Copying a job doesn't copy the Greentree link. Sync or link the copy separately.
Changing the billable company on a job that's already synced doesn't move it to the other company's Greentree.
A failed create isn't retried automatically, to avoid duplicate JC Jobs. Fix the cause, then click Re-Send to Greentree.
What success looks like
The job shows Synced with a Greentree Job ID.
Greentree has a JC Job whose Code matches the SprintSuite job number.
Later edits appear on that JC Job.
If it fails
The Greentree Sync section lists what's blocking the sync, with links to fix each item. Common causes:
Message or symptom | Fix |
Map the job client to a Greentree customer | Link the client under Settings → Clients, or use Complete Greentree mappings on the job |
Map the primary department to an active Greentree Profit Centre | Map it on the Profit Centres tab. Reactivate the department or add it to the billable company if needed. |
Create a default Greentree job manager profile before syncing | Set one on the Default job manager tab |
Save blocked on Greentree fields | Fill the mandatory fields. If a dropdown is missing, re-run mandatory field sync on General. |
Greentree job create is already in progress | Wait for the current attempt to finish |
No Greentree section on the job | Check job sync is switched on and Enable Job Sync is on, and that the job's billable company is connected |
Connection error during sync | Reconnect on Credentials, then Re-Send to Greentree |