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Procore

Import a Sage 300 CRE® Prime Contract into Procore

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 Contracts 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' permission or higher on the ERP Integrations tool.
  • Requirement:
    • To import PCCOs from Sage 300 CRE®, you must be running a specific version of Sage 300 CRE®. For details, see Supported Versions.
  • Prerequisites:
  • Additional Information:

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the Company level ERP Integrations tool. 
  2. Click the Prime Contracts tab. 
  3. Click Ready to Import
  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.