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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 pr...


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 ERP
BUDGET EXPORTE...
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...

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


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...


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


Edit a Budget
Edit a Budget


Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance

Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP

Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

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...


START
START


END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

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 a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to
ERP Integrations
for Acceptance

Send a CCO to...


START
START


END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance

Resend a...


Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool

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 ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM


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 Ve...


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


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


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...


Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...


Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...


Export a Vendor/Company to ERP Integration
Export a Vendor/Company...