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

Required User Permissions:
- 'Admin' level permission on the ERP Integrations tool.
Prerequisites:
- The ERP Integrations tool must be enabled on the project. See Request to Enable ERP Integrations for Sage 300 CRE.

Demo

Workflow

Steps

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
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