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Procore

View the Sync Schedule Page for Sage 300 CRE

Objective

To view the synchronization schedule for Sage 300 CRE. 

Background

When your company has enabled the ERP Integrations tool and configured it to  work with Sage 300 CRE, the sync schedule between the two systems is managed automatically by the hh2 synchronization client. For most auto-syncs, data will sync from the Sage 300 CRE server to the hh2 service every five (5) minutes. In addition, Procore polls the hh2 cloud service for data every 30 minutes. When Procore detects that new and/or updated data is present in the hh2 cloud, they are automatically synced to Procore. In addition, any changes from Procore are exported to hh2 and then synced to Sage 300 CRE. This ensures that your data is updated frequently. If you have questions about the Auto Sync, please reach out to your Procore point of contact.

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 300 CRE Integration page.
  2. Click Configure Settings.
    This reveals the Integration Settings page.
  3. Click Sync Schedule.

    sync-schedule.png

    This reveals the Sync Schedule page, where you can view a list of items that are synced between the two system. This page contains the following fields:

    notification-system.png
     
    • Sync Standard and Project Cost Codes/Categories and Project Job Costs
    • Refresh Sage 300 CRE Vendor List and Vendor Types
    • Sync Job Costs and Refresh Sage 300 CRE Job List
      Note: To learn more about the notification system to keep data in sync, see How often can I sync data between Sage and Procore?

See Also

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