Skip to main content

Export a Budget to Sage 300 CRE


To export a budget from Procore to your company's integrated ERP system


The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:
  • Restrictions:
    • After exporting a budget from Procore to Sage 300 CRE®, the import function (i.e., from Sage 300 CRE® to Procore) will no longer be available for that job/budget.
    • The ability to unlock the Procore budget (see Unlock a Budget), resend data to Sage, add budget line items, and create budget modifications will be disabled until:
      • The export from Procore to Sage is complete and the exported entries have been manually posted to Sage 300 CRE® using its Job Cost function. See your Sage 300 CRE® Help system for instructions.
      • The synced data is visible in the Job Costs Report. See View Job Costs Report
        Note: After entries have been posted in the Sage 300 CRE® Job Cost function, the data will sync back to Procore according to the set schedule (see Configure the Sync Schedule). If you want to expedite the sync back to Procore, you may the On-Demand Sync option via the hh2 portal. See Perform an On-Demand Sync


Export a Procore Budget to Sage 300 CRE

Export Budget Modifications to Sage 300 CRE


Budget Setup Workflow

If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time.

Budget Update Workflow

If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.


  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Sage 300 CRE). Once accepted, the system exports the budget data from Procore and syncs it to your Sage 300 CRE® system. 
  3. When the export is successful, go to the Job Cost function in Sage 300 CRE® and choose Tasks > Post Entries. You must manually post the entries to Sage 300 CRE®. See your Sage 300 CRE® Help system for instructions.
    After you sync the budget for the first time, you can also sync an updated Procore budget to Sage 300 CRE®:

See Also

  • Was this article helpful?