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Re-import a Prime Contract from CMiC to Procore

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Objective

To re-import a CMiC Prime Contract using the Project Financials + CMiC integration. 

Background

The integration between your Prime Contract in CMiC is a one-way sync. This means that you can create a Prime Contract in CMiC and then import it into Procore with the Project Financials + CMiC Connector. You can then choose between:

  1. Updating and maintaining your Prime Contract in Procore, or
  2. Updating and maintaining your Prime Contract in CMiC and then using the steps below to re-import your latest Prime Contract data into Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool.
      AND
    • 'Admin' level permission on the Project level Prime Contracts tool.
  • Prerequisites:
    The instructions below assume the following:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. See CMiC: Setup Guide.
    • The CMiC Prime Contract that you want to sync with Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    You will not be able to re-import a Prime Contract when:
    • The Prime Contract is in an unapproved state. 
    • The Prime Contract does not belong to a synced job.
    • The Prime Contract has inadvertently been added to two projects in your company's Procore account. 

Steps

  1. Navigate to the Company level ERP Integrations tool. 
    This reveals the Integration page.
  2. Click the Prime Contracts tab. 
  3. Click the Synced link in the right sidebar. 
  4. Locate the desired project's budget in the CMiC Prime Contracts Ready to be Imported list. 
  5. Click Re-Import. 
    Note: If this button is grayed out and unavailable, there are no new line items in the CMiC Prime Contract to import.