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Procore

Import a Sage 300 CRE Prime Contract into Procore


This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

Objective

To import Prime Contract data created in Sage 300 CRE into Procore.

Background

If you have created your prime contract in Sage 300 CRE and want to import it into the Prime Contract tool on your company's Procore project, use the Steps below. After your contract is successfully imported, you can then continue to modify and update it in Procore. Should someone in your organization change the prime contract in Sage 300 CRE, you will need to manually sync and re-import your prime contract into Procore. See Sync a Sage 300 CRE Prime Contract with Procore.

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • The Prime Contract tool must be enabled as an active tab on the project.
    • A Procore project can only have one Prime Contract, so the Prime Contract tool in Procore must NOT contain contract data (i.e., no general information and no line items on the schedule of values, change orders, payment applications, and other tabs in the Prime Contract tool). 
  • Additional Information:

Demo

sage-add-prime-contract-to-erp.gif

 

Steps

  1. Navigate to the Company level ERP Integrations tool. 
    This reveals the Sage 300 CRE Integration page.
  2. Click the Prime Contracts tab. 
    This opens the Sage 300 CRE page in the Prime Contracts tab.
  3. Click the Ready to Import link in the right sidebar. 
  4. Locate the desired project's budget in the Sage 300 CRE Prime Contracts Ready to be Imported list. 
  5. Click Add to Procore
    A message in GREEN text confirms when your prime contract has been added to Procore.