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Export a Vendor/Company to Sage 300 CRE

Objective

To export a vendor/company record in Procore to an integrated ERP system.

Background

If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with Sage 300 CRE. See Sage 300 CRE: Setup Guide.

Steps

There are three steps you need to take to export a vendor/company record to your integrated ERP system:

  1. Add a Company in the Project Directory of Add a Company in the Company Directory
  2. Send a Procore Company to ERP Integrations for Accounting Acceptance
    Note: If you need to make changes to a vendor/company reord before the data has been accepted by an accounting approver for export, see:
  3. Accept or Reject a Company for Export to Sage 300 CRE 
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