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How To Integrate Greensky

Why This Matters

Having the right rate options available in your proposals means your sales team can quickly find and apply the correct financing terms — no searching, no mistakes, just smooth selling.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, open the “Manage Integrations” dropdown menu and select “Integrations.”

Step 2

From the list of integrations, select the “Financing Partners” category.

Step 3

Locate the GreenSky integration card and click “Connect”.

Step 4

EnterAPI Key,API Key Issued Date, Client ID,Merchant ID,Base URLand other details, then click "Verify and Connect”.

Step 5

Once connected, users can finance proposals using GreenSky products. The financing card will look like the example below. Click “Disconnect” to disconnect the financing partner and click “Reconnect” to reconnect GreenSky.

Real-World Example

💡 A solar company connects their GoodLeap integration in 10 minutes and immediately starts offering financing options on their next proposal — no coding or IT department required.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and the correct permissions enabled.

Changes not saving

Refresh your browser and try again. Check your internet connection.

Feature not working as expected

Clear your browser cache or try a different browser. Contact support if the issue persists.

Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting.

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