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Re-import a Sage 300 CRE Prime Contract with Procore


To re-import a Sage 300 CRE® prime contract using the Procore + Sage 300 CRE® integration. 


The integration between your prime contract in Sage 300 CRE® is a one-way sync. This means that you can create a prime contract in Sage 300 CRE® and then import it into Procore. If changes to the original contract value are needed, you will update the prime contract in Sage 300 CRE® and then using the steps below re-import your latest prime contract data into Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool.
    • 'Admin' level permission on the Project level Prime Contract tool.
  • Prerequisites:
    The instructions below assume the following:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. See Sage 300 CRE: Setup Guide.
    • The Sage 300 CRE® prime contract that you want to sync with Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    You will not be able to sync a prime contract when:
    • The prime contract is in unapproved state. 
    • The prime contract does not belong to a synced job.
    • The prime contract has inadvertently been added to two projects in your company's Procore account. 


  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 Synced 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 Re-Import
    Note: If this button is grayed out and unavailable, there are no new line items in the Sage 300 CRE® prime contract to import.