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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®
STANDARD COST CODES
Standard Cost Type
  erp-green-arrows.png STANDARD COST CODES
Standard Categories
PROJECTS
COST CODES
COST TYPES
erp-orange-arrows.png erp-green-arrows.png JOBS
COST CODES
CATEGORIES
SUB JOBS tri-right-arrow-orange.png erp-green-arrows.png EXTRAS
COMPANIES erp-orange-arrows.png erp-green-arrows.png AP VENDORS
COMPANY INSURANCE   erp-green-arrows.png VENDOR INSURANCE 1
BUDGET 2 erp-orange-arrows.png erp-green-arrows.png ESTIMATE
COMMITMENTS 3
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
COSTS
COMMITTED COSTS (ACTUAL)
JTD COST
JTD COST DETAIL
MTD COST
BILLED RATE TRANSACTIONS4
 
  erp-green-arrows.png COSTS
COMMITTED COSTS (INVOICED)
JTD COST
COST TRANSACTIONS
MTD COST
BILLED RATE TRANSACTIONS4
PRIME CONTRACT   erp-green-arrows.png PRIME CONTRACT 5
PRIME CONTRACT CHANGE ORDERS (PCCOs) erp-orange-arrows.png

 

 PRIME CONTRACT CHANGE ORDERS 5

SUBCONTRACTOR INVOICES 6,7

erp-orange-arrows.png  

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 Requires transactions generated from Work-In-Progress (WIP) in the Sage Billing module
5 Includes miscellaneous worksheet transactions.
6 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®.
7 Not supported for Canada.