To create a new project in Procore and export it to an integrated Sage 300 CRE system as a new job with a unique Sage Job ID.
If your company has integrated a third-party ERP system with Procore (e.g., Sage 300 CRE), you have the ability to create a new project in Procore, send that project to the ERP Integrations tool, and then export that project to Sage 300 CRE. This creates a new 'Job' with a unique 'Job ID' in your external system.
To accomplish this, your company must first setup the Sage 300 CRE Connector (see Setup Guide: Sage 300 CRE Connector). The next step is to create a new project in Procore using the Steps below. Once the project is created, you will copy the "Sage 300 CRE Cost Codes" list to your Procore project, assign at least one (1) category to each code, and then send all of your new project information to the ERP Integrations tool for accounting approval.
After an accounting approver reviews and submits an 'Accept' response for the Procore project in the ERP Integrations tool, Procore will then export the project during the synchronization process (see Configure the Sync Schedule for Sage 300 CRE or Perform an On-Demand Sync with Sage 300 CRE).
In addition to creating a new 'Job' and 'Job ID' in Sage 300 CRE, the following project information in Procore will be synced with your new Sage 300 CRE job: