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Procore

Import a Sage 300 CRE® Prime Contract into Procore

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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 Permissions:
    • 'Standard' level permissions or higher on the ERP Integrations tool.
  • Requirement:
    • To import a prime contract from Sage 300 CRE®, you must be running a specific version of Sage 300 CRE®. For details, see Supported Versions.
  • Additional Information:
    • If you choose to update the prime contract in Sage 300 CRE®, you will need to manually sync and re-import your changes to Procore. See Sync a Sage 300 CRE Prime Contract with Procore.
    • After the prime contract has been imported, budget codes and descriptions can be added to individual line items from the Prime Contracts tool under Schedule of Values.

Prerequisites

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

    Does your team want to edit the prime contract in Procore after importing it from Sage 300 CRE®? If so, a user with 'Admin' level permissions on the Prime Contracts tool must turn the 'Enable Always Editable Schedule of Values' check box ON in the tool's 'Configure Settings' page.  Users can then add budget codes (see What is a budget code?) to the line items on a contract's Schedule of Values (SOV). This action will also allow Procore to automatically populate Procore's invoices using Procore's pre-fill feature. To learn more, see How does Procore automatically fill in amounts on an upstream invoice? 

See Also