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Procore

Export a Procore Company Record to Sage 300 CRE®

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Objective

To export a company record from Procore's Company Directory tool to create a vendor record in Sage 300 CRE®.

Background

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with Sage 300 CRE. See Sage 300 CRE: Setup Guide.
  • Additional Information:
    • Procore does NOT support the import or export of users and contacts. 

Steps

There are three steps you need to take to export a vendor/company record to your integrated ERP system:

  1. Add a Company in the Project Directory or Add a Company in the Company Directory. 
  2. Send a Procore Company to ERP Integrations for Accounting Acceptance
    Note: If you need to make changes to a vendor/company record before the data has been accepted by an accounting approver for export, see:
  3. Accept or Reject a Company for Export to Sage 300 CRE 

See Also