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Procore

Sage 100 Contractor® Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore project, when your company's Procore account has been integrated with Sage 100 Contractor®.


Set Up a Job/Project

If you are setting up a new job/project for Procore + Sage 100 Contractor®, use the workflow below as a guideline. 
Important! When setting up a new job/project in Procore, you must always add the job/project in one system and then add it to the other. You cannot create a job in both systems and then sync them at a later time.


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...

Set Up and Manage a Budget

If you are setting up the budget on a Procore + Sage 100 Contractor® project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always set up the budget in one system and then import or export it to the other. You cannot create a budget in both systems and then sync the budgets a later time.  Once it is set up as desired, updates to the budget must be managed in the system in which it was created.


How do you want to set up the project's budget in Procore?
How do you want to set up the...


Import a Budget (CSV)
Import a Budget (CSV)


Add a Budget
Line Item

Add a Budget...


Lock a Budget
Lock a Budget


START
START


END
END
BUDGET EXPORTED TO SAGE 100 CONTRACTOR
BUDGET EXPORTED TO...
LEGEND
LEGEND
Optional Step
Optional Step


Send a Budget to
ERP Integrations for Accounting Acceptance

Send a Budget to...


Accept the budget for export?
Accept the budget for export?


Edit a Budget
Edit a Budget


Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
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Update and Export a Budget

If you need to update a budget in Procore after exporting it to Sage 100 Contractor®, use the workflow below as a guideline.


Add a Partial Budget Line Item
Add a Partial Budget L...


START
START


END
END
LEGEND
LEGEND
Optional Step
Optional Step


Create a Budget Modification
Create a Budget Modifi...


Delete a Budget
Line Item

Delete a Budget...


Send a Budget to ERP Integrations for Accounting Acceptance
Send a Budget to ERP Integ...


Do you need to update the project's budget in Procore?
Do you need to update the proj...


Accept the budget for export?
Accept the budget for export?


Edit a Budget
Edit a Budget


Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
BUDGET EXPORTED TO SAGE 100 CONTRACTOR
BUDGET EXPORTED TO SAGE...
UPDATE OPTIONS
UPDATE O...

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 100 Contractor®.
Important! After a Procore project is synced with a Sage 100 Contractor® job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 100 Contractor®.


Which type of commitment
will you create?

Which type of commitment...


Create a Subcontract
Create a Subcontract


Create a
Purchase Order

Create a...


Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...


START
START


END
END
COMMITMENT EXPORTED TO SAGE 100 CONTRACTOR
COMMITMENT EXPO...
LEGEND
LEGEND
Optional Step
Optional Step


Accept the commitment
for export?

Accept the commitment...


Edit a Commitment synced with
Sage 100 Contractor

Edit a Commitment sync...


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE
APPROVE
APPROVE

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 100 Contractor®.
Important! Change orders can only be created from synced commitments.

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 100 Contractor®.

Important! Vendors can be created in either Procore or Sage 100 Contractor®.


Create a Vendor in Sage 100  Contractor
Create a Vendor in Sag...
PROCORE
PROCORE
SAGE 100 CONTRACTOR
SAGE 100 CONTR...


START
START


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system


Where did you create the Vendor/Company record?
Where did you create the...


Does the matching company record already exist in Procore?
Does the matching company recor...


Where did you create the Company in Procore?
Where did you create the...


Add a Company to the Project Directory
Add a Company to the Pr...


Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...


Add a Sage 100 Contractor Vendor to Procore's Company Directory
Add a Sage 100 Contract...


Does the matching vendor record already exist in
Sage 100 Contractor?

Does the matching vendor record a...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link a Sage 100 Contractor Vendor to a Procore Company
Link a Sage 100 Contract...


Export a Procore Company record to Sage 100 Contractor
Export a Procore Compan...