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View the Sync Schedule Page for Sage 300 CRE

Objective

To view the Sync Schedule for Sage 300 CRE. 

Background

When your company has enabled the ERP Integrations tool and configured it to  work with Sage 300 CRE, the sync schedule between the two systems is managed automatically. For most auto-syncs, data will sync from the Sage 300 CRE server to the hh2 service every five (5) minutes. In addition, Procore polls the hh2 service for data every 30 minutes. When Procore detects that new and changed data is present in hh2, they are automatically moved into Procore. In addition, any changes in Procore are exported to hh2 and then moved into Sage. 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

  • Required User Permission:
    • To view the Sync Schedule page, 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 300 CRE Integration page.
  2. Click Sync Schedule.



    This reveals the Sync Schedule page, where you can view a list of items that are synced between the two system (Note: To learn more about the notification system to keep data in sync, see How often can I sync data in Procore?).


     
    • Sync Standard and Project Cost Codes/Categories and Project Job Costs
    • Refresh Sage 300 CRE Vendor List and Vendor Types
    • Sync Job Costs and Refresh Sage 300 CRE Job List
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Last modified
10:19, 22 Mar 2017

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