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Procore

View the Sync Schedule Page for Sage 100

Objective

To view the synchronization schedule for Sage 100 Contractor. 

Background

When your company has enabled the ERP Integrations tool and configured it to  work with Sage 100 Contractor, 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 100 Contractor 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 100 Contractor. 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 100 Contractor 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 100 Contractor Vendor List and Vendor Types
    • Sync Job Costs and Refresh Sage 100 Contractor 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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