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Procore

Refresh a Prime Contract Synced with Sage 300 CRE®

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Objective

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

Background

You might occasionally find a discrepancy in data between a prime contract in Procore, and that contract in Sage 300 CRE®. Discrepancies caused by unsynced changes can be resolved by refreshing the sync between your prime contract in Procore and that contract in Sage 300 CRE®.

Refreshing a synced prime contract was previously available only when reaching out to Procore ERP Support. Now, users can refresh a synced prime contract without needing to contact support by using the 'Refresh' button in the Company level ERP Integrations tool.

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's ERP Integrations tool.
      AND
    • 'Admin' on the project's Prime Contracts 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. 
  • Additional Information:
    The Re-Import button is grayed out and unavailable 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. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Prime Contracts. 
  3. Click Synced. 
  4. Locate the desired project's Prime Contract. 
  5. Click Refresh.