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Procore

What data is synced between Sage 300 CRE® and Procore?

Answer

If your company has enabled the ERP Integrations tool and configured it to connect Procore and Sage 300 CRE®, you can sync the following information:


PROCORE
Exports data from Procore to Sage 300 CRE®  Imports data from Sage 300 CRE® to Procore
Sage 300 CRE®
PROJECTS
COST CODES
COST TYPES
JOBS
COST CODES
CATEGORIES
SUB JOBS tri-right-arrow-orange.png EXTRAS
COMPANIES AP VENDORS
COMPANY INSURANCE   VENDOR INSURANCE 1
BUDGET 2 ESTIMATE
COMMITMENTS 3
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
  COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
COSTS
COMMITTED COSTS (ACTUAL)
JTD COST
JTD COST DETAIL
MTD COST
 
  COSTS
COMMITTED COSTS (INVOICED)
JTD COST
COST TRANSACTIONS
MTD COST
PRIME CONTRACT   PRIME CONTRACT 4
PRIME CONTRACT CHANGE ORDERS (PCCOs)

 

 PRIME CONTRACT CHANGE ORDERS 4

SUBCONTRACTOR INVOICES 5,6

 

AP INVOICES

1 To sync vendor insurance from Sage 300 CRE® to Procore, your Procore point of contact must enable a backend configuration setting during the Implementation Process.
2 Exports the 'Estimated Cost at Completion' and 'Forecast to Complete' values from a Procore budget to Sage 300 CRE®.
3 Includes Sage 300 CRE® tax groups. For more details, see How can I use tax codes on a Procore project? and Configure Tax Code Settings.
4 Includes miscellaneous worksheet transactions.
5 To set up exports, the hh2 sync client must be running version 467 or higher. See Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®.
5 Not supported for Canada.