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Procore

Sync Procore Projects with Sage 100 Jobs

Objective

To learn the different ways you can sync Procore projects with Sage 100 Contractor® jobs. 

Background

The Procore integration with Sage 100 Contractor® is a two-way (a.k.a., bidirectional) integration. This means that you have two options when deciding how you want to sync new projects between the two systems. Your choices are:

  • Create a new project in Procore and then sync it with Sage 100 Contractor®
    Or
  • Create a new job in Sage 100 Contractor® and then sync it into Procore

An important thing to note is that if you have an existing job that has already been created in both Procore and Sage 100 Contractor®, it cannot be synced between the two systems. The sync process described in the Steps below can only be used on new projects/jobs. 

Things to Consider

Workflow


START
START

L

L




Add a Job in Sage 100 Contractor
Add a Job in Sage 100...
Add Sage 100 Contractor Job to Procore
Add Sage 100 Contractor Jo...
Add a Procore Project to a Sage 100 Contractor
Add a Procore Project...
Send a Procore Project to ERP Integration for Acceptance 
Send a Procore Project to...


END
END


Edit a Project
Edit a Project
LEGEND
LEGEND
Performed in ERP System
Performed in ERP System
Optional Step
Optional Step


Accept the project for export?
Accept the project fo...
Where will you add the new project?
Where will you add the new project?
PROCORE
PROCORE
SAGE 100
CONTRACTOR
SAGE 100...
PROCORE PROJECT SYNCED WITH SAGE 100 CONTRACTOR JOB
PROCORE PROJECT SYNCED...
PROJECT EXPORTED AS A SAGE 100 CONTRACTOR JOB
PROJECT EXPORTED AS...

Steps

  1. If you want to create a project in Procore and then sync it as a new job in Sage 100 Contractor®, follow these steps: Add a Procore Project to Sage 100 Contractor®
    OR
  2. If you want to create a job in Sage 100 Contractor® and then sync it as a new job in Procore, follow these steps: Add a Sage 100 Contractor® Job to Procore