When you need this
You are setting up Greentree for a billable company and want one checklist, in order, covering every part of the integration. Skip any section you aren't using.
Who does what: Your IT means your Greentree or network admin. SprintSuite means SprintSuite support. Everything else happens in Settings → Integrations → Greentree for the billable company, unless noted.
Steps
1. Before you start
Your IT: allowlist SprintSuite's egress IP address on the Greentree server or network. Ask your SprintSuite contact for the current address.
Your IT: create a Greentree Web Services user, and provide the HTTPS Web Services URL, username, password, API Key (site serial) and Company code.
SprintSuite: switch on Greentree, plus any optional features you need (see the Overview article).
Give setup users Integrations tab: Read & Write on the billable company.
2. Connect
Credentials: enter everything, then Save & connect. The status must show Connected to Greentree.
Check the Company code is set. Without it, every write to Greentree is blocked.
3. Pull your Greentree catalogues
Branches: sync, then set the default branch.
Profit Centres: sync, then map each department, or turn on Create departments on sync.
Tax Codes and GL Codes: sync both.
Trade and shift type mapping: sync activity codes.
Pay Types: sync Work Centres.
Employee Types: sync or import.
General: sync mandatory job fields if your Greentree requires custom job fields. Re-sync whenever they change in Greentree.
4. Customers and suppliers
Settings → Clients: sync Greentree customers and link every client you bill.
Settings → Suppliers: sync Greentree creditors and link every supplier used on POs and bills.
5. Staff
Staff tab: sync from Greentree, then link each staff member to their Greentree employee.
Mark anyone who shouldn't sync as Do not link.
6. Jobs
Default job manager: assign an existing JC employee, or create a profile.
General: turn on Enable Job Sync.
Brief your operations team on what every job needs: a linked client, a mapped primary department, the billable company, all mandatory Greentree fields, and Field / rostered where it's shown.
7. Procurement
Procurement tab: map GST on Expenses, GST Free Expenses and BAS Excluded to Greentree tax codes.
Give every purchase type a GL code, plus an activity code if it's used on job lines.
Turn on Automatically sync approved purchase orders and Auto-push approved supplier bills when you're ready.
Give bill approvers the Greentree push permission under Finance, Reconciliation.
Check every row in Supplier bill push prerequisites is green.
8. Customer invoices (if switched on for your company)
Clients are linked to Greentree customers.
Every invoice line's purchase type has a GL code.
Invoice numbers are 15 characters or fewer.
Users who push invoices have Integrations tab: Read & Write.
9. Timesheets
General: turn on Enable CSV timesheet export, and decide whether to include allowance rates.
Pay Types: map shift types, non-producing types and allowances.
Trade and shift type mapping: set the letter codes, run Automatch codes and review the results.
Give pay run users the Greentree timesheet push permission under Staff Times.
10. Test before go-live
One job creates a JC Job with the right manager, profit centre and customer.
One staff member is linked to their Greentree employee.
One PO syncs, then a bill against it lands in Greentree AP attached to the PO.
One customer invoice pushes and matches in Greentree AR, if you use it.
One pay run exports and imports with the right PayCode and Activity.
What success looks like
Every section you use is ticked off and each test lands correctly in Greentree.
If it fails
Each step links to its own article in this collection. Start there, then see Troubleshooting.