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ERP Integrations: Import Sage 300 CRE Tax Groups into Procore

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: June 4, 2019  /  Feature Released: August 28, 2019


ERP Integrations: Import Sage 300 CRE Tax Groups into Procore

Procore has released an update to allow companies using Sage 300 CRE® with the ERP Integrations tool to import Tax Groups into Procore. To use the feature, new Procore customers work with an Integration Implementation Specialist to set the feature up during the implementation process. A few setup and configuration steps are required. You will also need to create one (1) or more tax groups in Sage 300 CRE®. Note that a tax group can contain multiple tax rates.

Once your groups are successfully imported into Procore, Sage 300 CRE® tax groups are called tax codes and your project team members can begin adding tax codes to a variety of different line items in these Procore financial tools:

  • Commitments. Purchase Orders and Subcontracts
  • Change Orders. Purchase Order Change Orders and Subcontract Change Orders

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