Using SRS in the New Sales Experience
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How do I Enable the JobNimbus Integration with SRS Distribution for the New Sales Experience?

A step-by-step guide on enabling the SRS Distribution integration with JobNimbus' New Sales Experience.

Enabling SRS Roofing Products

Take a look at this helpful training video!
  • 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.

  • Click Connect Account beneath the SRS option.

    1. Be sure you are selecting the option for SRS not SRS Legacy. The SRS Legacy option is only for use with our Legacy Financials.

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

  • Select Validate.

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


  • If you do not have an Invoice, select the blue Don't have an invoice? link shown below.

    Screenshot 2024-06-14 at 2.12.40 PM
  • Then, enter your Customer Code and Integration Key. 

    • To find your integration key, open another tab and go to your RoofHub account.
    • Then, select the More dropdown at the top of your page and click Integrations.

    • Once there, copy the Integration Key and input it into the corresponding field on your Account Validation window in JobNimbus.

      Screenshot 2024-06-14 at 2.14.16 PM