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      How Do I Enable the Legacy SRS Distribution and Import My Templates?

      Learn how to enable the legacy SRS integration and import your templates in JobNimbus.

      Note: This article applies to Legacy Financials only. For information on enabling SRS Distribution with the New Sales Experience, click here.

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      Enabling SRS Distribution

      • Click on your profile picture or initials in the top right corner and select Settings from the dropdown menu.
      • Within the Settings menu on the left, select Integrations, then Suppliers.

      • JobNimbus will then direct you to the Suppliers list. Select the SRS Distribution (Legacy) tab. Then, select the Connect SRS Distribution (Legacy) Account button.

      • Input your Customer Code, a recent invoice number, and Invoice date. 

      • Select Validate.

      Invoice date must be older than 2 days in order for the account validation to work. 



      • Once you have validated your account, follow the steps below.

      1. Select the SRS account you want to connect to your JobNimbus location.
      2. Select the Branch for that location.
      3. Select a Job Account.
      4. Next, select Import Templates to import your Templates into JobNimbus. This will automatically sync your SRS Products with JobNimbus.
      • Once you click the Import Templates button, you will see the following message.
        • In general, imports take under 3 minutes to complete. You do not need to stay on this page during the import as it will continue to work in the background.

      Note: Templates can only be imported once. If you make an update to a template in RoofHub, the update will not reflect in JobNimbus. Instead, you will need to create a new template in RoofHub and import it.