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Procore

Create and Sync Vendors with the Sage 300 CRE® Integration

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for Sage 300 CRE. 

Background

The integration between the vendor data in Procore and Sage is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to Sage, or (2) From Sage to Procore. To learn the specific steps for creating and syncing data between the two systems, see the DemoWorkflow, and Steps below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Demo

Workflow

There are two different ways to sync vendor data between Procore and Sage 300 CRE.

Important! Vendors can be created in either Procore or Sage 300 CRE.

 

Create a Vendor in Sage 300 CRE
Create a Vendor in Sag...
PROCORE
PROCORE
SAGE 300 CRE
SAGE 300 CRE

 

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 300 CRE Vendor to Procore's Company Directory
Add a Sage 300 CRE Vend...

 

Does the matching vendor record already exist in Sage 300 CRE?
Does the matching vendor record a...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in Sage 300 CRE to Matching Companies in Procore
Link Vendors in Sage 300...

 

Export a Vendor/Company to Sage 300 CRE
Export a Vendor/Company...

 

Steps

  1. Determine where you want to create your company records: In Procore or in Sage 300 CRE. 
  2. If you have created company records in Procore:
  3. If you have created vendor records Sage 300 CRE:

See Also