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Procore

Setup the hh2 Synchronization Client to Import Sage 300 CRE Tax Groups

Objective

To configure your hh2 Synchronization Client for importing Sage 300 CRE® tax groups into Procore.  

Background

Before you can perform the integration steps described in Setup the Import Sage 300 CRE® Tax Groups Feature, you must perform the steps below on the hh2 synchronization client. 

Things to Consider

  • Required User Permissions:
    • The company's Procore Administrator should supply the steps below to the company's IT administrator for the hh2 tool. 
    • The person performing the steps will need to log into the Sage 300 CRE® server using an account with administrative privileges.
  • Supported ERP Integrations:
  • Limitations:
    • The sync process for tax groups/tax codes is NOT bidirectional. You will not have the ability to export tax codes from Procore to create tax groups in Sage 300 CRE®.

Steps

  1. Log into your Sage 300 CRE® server using an account with administrative privileges.
  2. Launch your company's hh2 Synchronization Client. 

    desktop-icon-hh2.png
     
  3. Click Connect.
  4. Browse to the Local Connections tab.
  5. Click Mappings.
  6. Click Advanced Mappings.
  7. Place a checkmark next to the following items:
    Important! Do NOT remove any previously selected checkmarks. Doing so could negatively impact your existing Sage 300 CRE® configuration settings.

    hh2-advanced-mappings-taxgroup-rate.png
     
    • Tax Group
    • Tax Rate
  8. Click Sync.

    hh2-sync-taxgroup-rate.png

     
  9. Click Settings.
  10. Select a Sync Type of Deep and the timeframe of “The beginning of time”.

    hh2-settings-4.png
     
  11. Click OK.
  12. Click the arrow to expand the options under your connection as shown below.

    hh2-settings-5.png
     
  13. Click Sync.
    After the sync is complete, you can close the hh2 Synchronization Client and log off of the Sage 300 CRE® server.

See Also