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Procore

Sync Procore Projects with Sage 300 CRE Jobs

Objective

To learn the different ways you can sync Procore projects with Sage 300 CRE jobs. 

Background

The Procore integration with Sage 300 CRE is a two-way (a.k.a., bidirectional) integration. This means that you have two options when deciding how you want to sync new projects between the two systems. Your choices are:

  • Create a new project in Procore and then sync it with Sage 300 CRE
    Or
  • Create a new job in Sage 300 CRE and then sync it into Procore

An important thing to note is that if you have an existing job that has already been created in both Procore and Sage 300 CRE, it cannot be synced between the two systems. The sync process described in the Steps below can only be used on new projects/jobs. 

Things to Consider

Demo

Workflow

There are two different ways to set up a Procore/Sage integrated job.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.


Where will you initially set up the job?
Where will you initiall...


Add a Procore Project to Sage 300 CRE
Add a Procore Project...


Create a Job in
Sage 300 CRE

Create a Job in...
PROCORE
PROCORE
SAGE 300 CRE
SAGE 300 CRE


Send to ERP Integrations for Acceptance
Send to ERP Integratio...


Add a Sage 300 CRE Project to Procore
Add a Sage 300 CRE Pro...


START
START


Edit a Project
Edit a Project


END
END
PROJECT EXPORTED
AS A SAGE 300 CRE JOB
PROJECT EXPORTED...
PROCORE PROJECT SYNCED WITH SAGE 300 CRE JOB
PROCORE PROJECT SYNC...
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step


Accept a project for export?
Accept a project for e...

Steps

  1. If you want to create a project in Procore and then sync it as a new job in Sage 300 CRE, follow these steps: Add a Procore Project to Sage 300 CRE
    OR
  2. If you want to create a job in Sage 300 CRE and then sync it as a new job in Procore, follow these steps: Add a Sage 300 CRE Job to Procore