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Procore

Project Financials + Sage 100 Contractor® Connector

Overview

Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with Sage 100 Contractor®.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + Sage 100 Contractor® integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + Sage 100 Contractor® integration, you can:

  • Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Sage 100 Contractor®.
  • More efficient communication between Accounting and Project Management teams.
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Supported Versions

  • Sage 100 Contractor® Version 20.5 and higher

Integration Requirements 

  • Sage 100 Contractor®
  • hh2 Sync Clien

Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.

Tutorials

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FAQ

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore project, when your company's Procore account has been integrated with Sage 100 Contractor®.

Set Up a Job/Project

If you are setting up a new job/project for Procore + Sage 100 Contractor®, use the workflow below as a guideline. 
Important! When setting up a new job/project in Procore, you must always add the job/project in one system and then add it to the other. You cannot create a job in both systems and then sync them at a later time.

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Set Up and Manage a Budget

If you are setting up the budget on a Procore + Sage 100 Contractor® project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always set up the budget in one system and then import or export it to the other. You cannot create a budget in both systems and then sync the budgets a later time.  Once it is set up as desired, updates to the budget must be managed in the system in which it was created.

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Update and Export a Budget

If you need to update a budget in Procore after exporting it to Sage 100 Contractor®, use the workflow below as a guideline.

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Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 100 Contractor®.
Important! After a Procore project is synced with a Sage 100 Contractor® job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 100 Contractor®.

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Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 100 Contractor®.
Important! Change orders can only be created from synced commitments.

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Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 100 Contractor®.

Important! Vendors can be created in either Procore or Sage 100 Contractor®.

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Export Subcontractor Invoices

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Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

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Accept or Reject Owner Invoices for Export to ERP

 Web

     

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Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

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Accept or Reject a Budget for Export to ERP

 Web

     

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Accept or Reject a CCO for Export to ERP

 Web

     

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Accept or Reject a Commitment for Export to ERP

 Web

     

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Accept or Reject a Company for Export to ERP

 Web

     

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Accept or Reject a PCCO for Export to ERP

 Web

     

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Accept or Reject a Project for Export to ERP

 Web

     

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Accept or Reject a Sub Job for Export to ERP

 Web

     

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Add a Procore Project to your ERP System

 Web

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Add an ERP Company to the Procore Company Directory

 Web

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Add an ERP Job to Procore

 Web

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Archive an ERP Company in Procore

 Web

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Assign Default Cost Types To ERP Standard Cost Codes

 Web

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Configure Advanced Settings: ERP Integrations

 Web

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Configure the Sync Schedule for your ERP Integration

 Web

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Enable or Disable ERP Direct Exports

 Web

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Import a Budget from ERP

 Web

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Import a Prime Contract from an Integrated ERP System into Procore

 Web

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Import an ERP Sub Job to a Procore Project

 Web

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Link ERP Companies to Procore Companies

 Web

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Refresh the Companies List for ERP

 Web

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Refresh the Cost Codes on an ERP Integrated Project

 Web

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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

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Sync Paid Invoice Notifications from ERP into Procore

 Web

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Unlink CCOs Synced with ERP

 Web

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Unlink Commitments Synced with ERP

 Web

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Unlink Owner Invoices Synced with ERP

 Web

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Unlink PCCOs Synced with ERP

 Web

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Unlink Subcontractor Invoices Synced with ERP

 Web

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Unlink a Company Synced with ERP

 Web

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View a List of Synced Sub Jobs

 Web

   

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  • Requires additional tool permissions 

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  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

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View an ERP Job Costs Report

 Web

     

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  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

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Release Notes

Below are the notable changes for the Procore + Sage 100 Contractor® integration.

Recent Changes

ERP Enhancement to Budget Syncing Functionality (02/03/2025)

Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. See Things to Know about the Project Financials + Sage Intacct® Connector to learn more. 

Job Cost transaction detail syncing now available! (08/11/2023)

Users can now sync job cost transaction data from Sage 100 Contractor® to Procore's Direct Costs tool. For more information, see Enable ERP Job Cost Transaction Syncing on a Procore Project, and Add Columns to a Budget View for ERP Job Cost Transaction Detail.

Things to Know

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

Sage 100 Contractor®, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the Sage 100 Contractor® Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

Connection

  • When Procore's ERP Integrations tool is configured to work with Sage 100 Contractor®, your company's Procore Administrator will work with your Procore point of contact to install the hh2 synchronization client on your Sage 100 Contractor® server. The synchronization client is a lightweight, Windows desktop application that establishes a secure network connection between the hh2 Cloud Service (www.hh2.com), which keeps the data in Sage 100 Contractor® and Procore in sync.
  • Typically, the hh2 synchronization client requires no special network firewall permissions, since the client only uses standard outbound TCP Port 80, and sometimes Port 443 connections, which are commonly used for standard web access. In addition, no inbound connections are required. Standard web technologies like Web Sockets is used to maintain a persistent connection.

configuration settings

  • Default Project Template
    If you have created a project template in the Porfolio tool, you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a Sage 100 Contractor® job.
  • Use Procore Contract #
    Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number, when your users create a commitment in Procore. (Note: This settings affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore).
  • Use Procore Change Order #
    Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID, when your users create a commitment change order in Procore. (Note: This settings affects only CCO's created in Procore and users retain the ability to change the CCO ID in Procore).
  • Automatically add new cost code/cost type combinations and sub job cost code/cost type combinations to budgets on Sage 100 Contractor® integrated projects
    Mark this checkbox if you want Procore to automatically add the cost code/category combo as a new budget line item regardless of whether or not the budget is locked or unlocked. If the budget is unlocked, Procore will automatically import the Estimate amount found in Sage 100 Contractor® to the Original Budget column. If the budget is locked, Procore will still add the line item for the new cost code/category combination, but will set the Original Budget column to $0 (Note: Original budgeted amounts will not be imported if the budget is locked).
  • Procore's Budget Direct Cost Column
    • Read only, populate from Sage 100 Contractor®
      On Sage integrated projects, the Budget's 'Direct Cost' column can either be read only and populated with data from Sage or editable and not populated from Sage 100 Contractor®.
      OR
    • Editable, do not populate from Sage 100 Contractor®
      If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.
  • Vendors will be automatically updated
    • Automatically update vendors when refreshing the vendor list
      Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been added in Sage 100 Contractor®.
      OR
    • Do not update vendors
      Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been added in Sage 100 Contractor®. 

Syncing

Procore-Managed Auto Sync

  • When your company has enabled the ERP Integrations tool and configured it to  work with Sage 100 Contractor®, the sync schedule between the two systems is managed automatically by the HH2 synchronization client. For most auto-syncs, data will sync from the Sage 100 Contractor® server to the HH2 service every five (5) minutes. In addition, Procore polls the HH2 cloud service for data every 30 minutes. When Procore detects that new and/or updated data is present in the HH2 cloud, they are automatically synced to Procore. In addition, any changes from Procore are exported to HH2 and then synced to Sage 100 Contractor®. This ensures that your data is updated frequently.
  • The hh2 Cloud Service is a third-party, professional-grade Data Center that is maintained and monitored 24/7. An hh2 Sync Client is installed on your Sage 100 Contractor® system and it uses the HTTPS protocol to keep in constant contact with your Sage data stored in the hh2 data center. The hh2 Sync Client also keeps your Procore data 'synced' with the hh2 Data Center and Sage 100 Contractor® system. To be synced with Sage 100 Contractor®, the compatible data in Procore must first be sent to the ERP Integrations tool for acceptance by an accounting approver. After acceptance, your Procore data is exported to hh2 and then synced with Sage 100 Contractor®.

Exports

  • Within Procore, any exports to Sage 100 Contractor® must be approved by your company's designated accounting approver(s). Any changes to the hh2 Sync Client typically involves the customer's IT department or company.

COMPANY LEVEL work breakdown structure (wbs)

Considerations

  • When the integration goes live, the Sage 100 Contractor® standard cost code list is automatically imported to Procore, as a separate list than your Procore standard cost code list. This is the company level cost code list to be used on new projects. This list is managed in Sage 100 Contractor®, in Menu 6-5, Cost Codes. 
  • To add a new cost code to the Sage synced company level cost code list in Procore, simply add it to Sage 100 Contractor®, Menu 6-5, and save. Then sync the new cost codes with Procore's 'Sage 100 Contractor® Standard Cost Codes' list in the Company level Admin tool.

Limitations

  • Cost codes that import from Sage 100 Contractor® will display in Procore as Division, followed by Cost Code. For example, cost code 10600.000, within division 10, will appear as "10-10600.000".

PROJECT LEVEL work breakdown structure (wbs)

Limitations

  • Sage 100 Contractor® does not support project specific cost codes. All project level cost codes must originate from the ERP synced Sage 100 Contractor® standard cost code list.
  • Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.

companies

Limitations

  • The Company/Vendor phone number is not included when importing/exporting a Company/Vendor, as that field is not within the Sage AP Vendor data table. This information is in a different data table in Sage 100 Contractor® that is not a part of this integration.

Considerations

  • The ERP Vendor ID is entered manually by an Accounting Approver when a Company is exported from Procore to Sage 100 Contractor®. This is stored as the ERP Vendor ID (you can view it in the ERP Integrations tool, under Vendors, or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Additional Information

  • It's strongly recommended that you first try to link any Sage 100 Contractor® vendors that already exist in your Procore account's Company level Directory before adding vendors from Sage 100 Contractor®.

projects

Limitations

  • Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.

Project Export Requirements

  • All cost codes must have at least one (1) cost type  assignment before the Procore project can be exported to create a new Job in Sage 100 Contractor®.
  • If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes. 
  • The ERP Job ID must be defined during export. Sage 100 Contractor® only allows numeric characters, with no separators.
  • When entering your project data, be aware of the following requirements:
    • Project Name. Sage 100 Contractor® imposes a maximum of thirty (30) characters limit. If your project name exceeds this limit, your project name will be truncated in Sage 100 Contractor®.
    • Project Address. Sage 100 Contractor® does not permit the use of commas (,) in the 'Project Address' field. 
    • Active Project. Sage 100 Contractor® requires you to set your new project is 'Active' in Procore. 

Considerations

  • When a project is exported from Procore to Sage 100 Contractor® a shell budget will be created in Sage 100 Contractor® with the cost codes and types that were added to the project in Procore before syncing. 

SUB JOBS

Limitations

  • Import from Sage 100 Contractor® only. Cost codes and cost types for a Sub job are entered in Sage 100 Contractor® via the budget, with an amount greater than $0.00.

Prerequisites

  • Parent project must already be synced to be able to import Phases from Sage 100 Contractor®, which will create Sub Jobs in Procore.
  • If you want to add a Sage 100 Contractor® 'Extra' as a Procore 'Sub Job', and do not have a Sub Jobs tab within your Procore ERP Integrations Tool, a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact.

Considerations

  • Cost codes and cost types that are assigned to a Sub Job must be assigned in Sage 100 Contractor® (not Procore). This is done by adding the cost code to the Phase budget, and entering a value greater than $0, under the desired cost type.
  • The original budget for Sub Jobs must be created in Sage, in order to import to Procore.
  • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.

BUDGET

Prerequisites for Export from Procore

  • The Budget tool must be an active tool on the project.
  • The budget must be locked before the export.
  • Ensure the project's cost codes are updated with the synced job in Sage 100 Contractor®.

Limitations

  • After exporting a budget from Procore to Sage 100 Contractor®, the import function (i.e., from Sage 100 Contractor® to Procore) will no longer be available for that job/budget.
  • The Procore + Sage 100 Contractor® does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only.
  • The original budget for Sub Jobs must be created in Sage 100 Contractor®, in order to import to Procore.

BUDGET CHANGES

Considerations

  • Budget Changes are an export only feature, from Procore to Sage 100 Contractor®. They must be created in Procore, in order to export and sync with Sage 100 Contractor®.

Limitations:

  • After exporting a Procore budget (budget change) to Sage 100 Contractor®, you no longer be permitted to import Sage 100 Contractor® budget or job data into Procore.

COMMITMENTS

Considerations

  • When a Subcontract is exported from Procore, a Subcontract is created in Sage 100 Contractor® (6-7-1 Subcontracts ).  When a Purchase Order is exported from Procore, a Purchase Order is created in Sage 100 Contractor® (6-6-1 Purchase Orders). In Procore, Commitments are accessed from the project-level Commitments tool.

Limitations

  • Important! - Export from Procore only. Commitments must always be created in Procore, in order to sync with Sage 100 Contractor®. Do NOT create commitments directly in Sage 100 Contractor®, as they cannot be imported to Procore.

Commitment change orders

Considerations

  • When a Subcontract Change Order is exported to Sage 100 Contractor®, the export will also update the Budget Amount in Sage 100 Contractor® (6-4-1 Change Orders > Budget and Sub Change Details tab). This budget amount update is built into the functionality of Sage 100 Contractor®. If you do not want the budget amount to update please check with your Contact at Sage for a workaround.
  • When a Purchase Order Change Order is exported from Procore, the Original Purchase Order is appended, and new line item/s are created and added to the existing Purchase Order in Sage 100 Contractor®, below pre-existing line items.

Limitations

  • Important! - Export from Procore only. Commitment Change Orders must always be created in Procore, in order to sync with Sage 100 Contractor®. Do NOT create commitment change orders directly in Sage 100 Contractor, as they cannot be imported to Procore.
  • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
  • Sage 100 Contractor® has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Sage 100 Contractor® as a single (aggregated) value.

subcontractor invoices

Prerequisites

  • To be able to successfully export Subcontractor Invoices from Procore, each AP vendor in Sage 100 Contractor® must be set up with invoice defaults, in Menu 4-4. When we export invoices from Procore, the "Due Terms" and "Discount Terms" are populated by these defaults.

  • Each vendor in Sage 100 Contractor® must also must be set up with a default Ledger account. This account cannot have a sub account.

  • Each job must also have a default department populated in Sage 100 Contractor®, in Menu 3-5.

Considerations

  • Important! - Export from Procore only. Subcontractor Invoices must always be created in Procore, in order to sync with Sage 100 Contractor®. If you create the subcontractor invoice in Sage, the invoice and its detail will remain in Sage, and not sync to Procore. The cost (ERP Commitment Invoiced) will pull back into Procore, it will be visible under the project level budget view, under the cost code and cost type on the invoice.

Limitations

  • The Subcontractor Invoice Export feature is not currently supported for Canada at this time due to tax restrictions.
  • Subcontractor Invoice payment information recorded in Sage 100 Contractor® will not appear on the Procore Commitment.

job COSTS

Prerequisites

  • Project must be synced in order for costs to automatically import from Sage 100 Contractor® to Procore.
  • To view the job costs in your budget, please use the ERP Budget View that was created for you during implementation. This budget view has specific calculated and ERP integration sourced data.

Considerations

  • Costs pulled in from Sage 100 Contractor® accumulate in three different amount types in Procore, ERP Commitment Invoiced (Subcontracts and Purchase Orders that have been invoiced), Direct Costs (any cost tied to a synced job that is not related to a Subcontract or Purchase Order. The sum of those two amount types equal the Job to Date Cost, which is the third amount type you will see. These are all are in lump sum form, that accumulate under the project cost code and cost type.

Direct Costs (Job Cost Transaction Detail)

Syncs job cost transaction detail into the Direct Costs tool in Procore. This information is then visible in summary format in a few custom columns you will set up in the appropriate budget view.

Considerations

  • Once your transaction is posted or saved in Sage 100 Contractor®, and synced to Procore, please do not edit this transaction. This will cause sync errors that can't be updated in Procore. If you need to make changes, please void and re-enter the transaction to avoid direct costs that can't be unsynced.

Requirements for job cost transaction detail

  • Enable job cost transaction syncing on your project in the project level Admin tool.
  • Set up the desired budget view(s) for your ERP-integrated project. 
  • Determine which budget view(s) you want to add the recommended job cost transaction columns. You may want to adjust your standard budget view, or a custom budget view, depending on your company's configurations.
  • If you have previously configured the sync of job cost summary data, you will need to remove both the existing 'ERP Direct Costs' calculated column and the 'ERP Job to Date Costs' source column on the budget views that you want to modify to include job cost transaction detail.”

 

 

Data Mapping

Overview


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
PROJECTS
COST CODES
COST TYPES
erp-orange-arrows.png erp-green-arrows.png JOBS
COST CODES
COST TYPES
SUB JOBS   erp-green-arrows.png PHASES 1
COMPANIES erp-orange-arrows.png erp-green-arrows.png AP VENDORS
BUDGET 2 erp-orange-arrows.png erp-green-arrows.png BUDGET
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
PO CHANGE ORDERS (CCOs)
erp-orange-arrows.png   COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
SUBCONTRACT CHANGES
APPENDED TO ORIGINAL PURCHASE ORDER
JOB COSTS
COMMITTED COSTS (ACTUAL) 3
JTD COST
DIRECT COSTS
 
  erp-green-arrows.png COSTS
COMMITTED COSTS (INVOICED) 3
JTD COST
JOB COST TRANSACTIONS
SUBCONTRACTOR INVOICES 4,6 erp-orange-arrows.png   AP INVOICES
 

If your company is using Sage 100 Contractor® Phases, project budgets must be created in Sage 100 Contractor® and then synced to Procore.
Includes budget changes exports.

Committed costs (invoiced) includes purchase orders and subcontracts tied to an accounts payable invoice.
Not supported for Canada at this time due to tax restrictions.
Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP invoice, and 5-2 Payroll (project and budget must be synced).
Retainage is supported. Once exported to Sage 100 Contractor® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.

Note: Custom WBS Segments are NOT supported.  

 

Projects/Jobs

Job information in Sage 100 Contractor® can be found in 3-5 Jobs. Procore job info is found in the project admin tab.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Project Number erp-orange-arrows.png erp-green-arrows.png Job ID1
Project Name erp-orange-arrows.png erp-green-arrows.png Job Name
Address erp-orange-arrows.png erp-green-arrows.png Job Address
City erp-orange-arrows.png erp-green-arrows.png Job City
State erp-orange-arrows.png erp-green-arrows.png Job State
ZIP erp-orange-arrows.png erp-green-arrows.png Job Zip
Cost Codes & Types3 erp-orange-arrows.png erp-green-arrows.png Cost Codes & Types2

1 Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage 100 Contractor®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Sage Job ID (you can view it in the company-level  ERP Integrations tool) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Sage 100 Contractor®, the job ID will automatically populate in the project number field.

 2Export notes: When a project is exported from Procore to Sage 100 Contractor® a shell budget will be created in Sage 100 Contractor® with the cost codes and types that were added to the project in Procore before syncing. To add cost codes to a  previously synced  ERP project in Procore , click 'Refresh Cost Codes 'in the Project Level Admin tool or export the budget.

3 Custom WBS Segments are NOT supported.  

Sub Jobs/Phases

Import from Sage 100 Contractor® only. Sub job information is entered in Sage 100 Contractor® via the budget. In Procore, you can find the Sub Job info in the Sub Jobs portion of the project-level Admin - Work Breakdown Structure tool.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Sub Job Number   erp-green-arrows.png Phase Number
Sub Job Name   erp-green-arrows.png Phase Name

Vendors

The vendor setup in Sage 100 Contractor® can be found at 4-4 Vendors (Accounts Payable). Procore companies can be found in the Directory.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®

ERP Vendor ID1

erp-orange-arrows.png erp-green-arrows.png Vendor Record Number
Name erp-orange-arrows.png erp-green-arrows.png Name
Address erp-orange-arrows.png erp-green-arrows.png Address
City erp-orange-arrows.png erp-green-arrows.png City
State erp-orange-arrows.png erp-green-arrows.png State
ZIP erp-orange-arrows.png erp-green-arrows.png Zip

1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage 100 Contractor®. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool  under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

In Sage 100 Contractor®, budgets are accessed from 6-2 Budgets. In Procore, budgets are accessed from project-level Budget tool. Budget modifications export from Procore only. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect. In Sage 100 Contractor®, the change(s) will appear as a negative amount to the “From” Cost Code entered in Procore and a positive amount to the “To” Cost Code in Procore in 6-4-1 Change Orders > Budget and Sub Change Details tab.

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see About Budget Changes.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Original Budget Amount erp-orange-arrows.png erp-green-arrows.png Budget Amount
Cost Code erp-orange-arrows.png erp-green-arrows.png Cost Code
Cost Type erp-orange-arrows.png erp-green-arrows.png Cost Type
Budget Modifications
Cost Code
Cost Type
erp-orange-arrows.png   Budget Amount
Cost Code
Cost Type

Commitments

Export from Procore only. When a Subcontract is exported from Procore, a Subcontract is created in Sage 100 Contractor® (6-7-1 Subcontracts ).  When a Purchase Order is exported from Procore, a Purchase Order is created in Sage 100 Contractor® (6-6-1 Purchase Orders). In Procore, Commitments are accessed from the project-level Commitments tool.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Subcontracts     Subcontracts
Commitment # erp-orange-arrows.png   Subcontract #
Contract Amount erp-orange-arrows.png   Original Subcontract
Contract Company erp-orange-arrows.png   Vendor
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Cost Type
Project Name erp-orange-arrows.png   Job
Qty (if applicable) erp-orange-arrows.png   Qty
System Date at Time of Commitment Creation erp-orange-arrows.png   Subcontract Date
Title erp-orange-arrows.png   Description
Purchase Orders     Purchase Orders
Commitment # erp-orange-arrows.png   Order #
Subtotal erp-orange-arrows.png   Total
Contract Company erp-orange-arrows.png   Vendor
Cost Code erp-orange-arrows.png   Cost Code
Description erp-orange-arrows.png   Description (on detail grid)
Project Name erp-orange-arrows.png   Job
Qty (if applicable) erp-orange-arrows.png   Qty
Unit Cost erp-orange-arrows.png   Price
System Date at Time of Commitment Creation erp-orange-arrows.png   Subcontract Date
Title erp-orange-arrows.png   Description

Commitment Change Orders

Export from Procore only.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Subcontract Change Order1     Subcontract Change Order
Project Name erp-orange-arrows.png   Job
Title erp-orange-arrows.png   Description
Change Order # erp-orange-arrows.png   Change #
System Date at Time of Export erp-orange-arrows.png   Order Date
Contract Amount erp-orange-arrows.png   Budget Amount1
Company erp-orange-arrows.png   Vendor
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Cost Type
Purchase Order Change Order2     Purchase Order Change Order
Title erp-orange-arrows.png   Description (first row below pre-existing line items)
Cost Code erp-orange-arrows.png   Cost Code
Description erp-orange-arrows.png   Description
Qty erp-orange-arrows.png   Qty
Unit Cost erp-orange-arrows.png   Price
Project Name erp-orange-arrows.png   Job
Contract Amount erp-orange-arrows.png   Total

1 When a Subcontract Change Order is exported to Sage 100 Contractor®, the export will also update the Budget Amount in Sage 100 Contractor® (6-4-1 Change Orders > Budget and Sub Change Details tab)

 2When Purchase Order Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in Sage 100 Contractor®, below pre-existing line items. In Procore, Purchase Order Change Orders are accessed from the Commitment Record in the project-level Commitments tool.

Job Costs

Import from Sage 100 Contractor® only.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Direct Costs   erp-green-arrows.png Costs entered directly into 6-3 in Sage 1001
ERP Commitment Invoiced Amount   erp-green-arrows.png Costs entered on an invoice that has been tied to a synced commitment

1 Includes Job Costs entered in Sage 100 Contractor® in Menu 1-3 Journal Transaction, 4-2 AP Invoice, and 5-2 Payroll (project and budget must be synced).

Job Cost Transaction Details

Import from Sage 100 Contractor® only. If this feature is enabled, all posted cost transaction details from Sage 100 Contractor® are imported into the Direct Costs tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png AP Cost
Subcontractor Invoice   erp-green-arrows.png AP Cost (with Commitment)
Payroll   erp-green-arrows.png PR Cost
Expense   erp-green-arrows.png JC Cost
Direct Cost      
Item Date   erp-green-arrows.png Transaction Date
Status   erp-green-arrows.png Automatically set to Approved
Description   erp-green-arrows.png Description
Vendor   erp-green-arrows.png Vendor (Only for transactions that originate from Accounts Payable)
Invoice #   erp-green-arrows.png Invoice (Only for transactions that originate from Accounts Payable)
Amount   erp-green-arrows.png Amount

Subcontractor Invoices


PROCORE
Exports data from Procore to Sage 100 Contractor®  Imports data from Sage 100 Contractor®  to Procore
Sage 100 Contractor®
Summary     Header
Billing Period erp-orange-arrows.png   Posting Period
Invoice # erp-orange-arrows.png   Invoice #
Billing Date erp-orange-arrows.png   Invoice Date
Status erp-orange-arrows.png   Status
Contractor Company erp-orange-arrows.png   Vendor
Line Items     Distributions
Commitment # erp-orange-arrows.png   Commitment
Project # erp-orange-arrows.png   Job
Sub Job # erp-orange-arrows.png   Phase
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Cost Type
Description of Work erp-orange-arrows.png   Description
Work Completed (This Period) +  newly entered Materials Presently Stored1 erp-orange-arrows.png   Amount

1 Retainage is supported. Once exported to Sage 100 Contractor® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.