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Procore

Sage 300 CRE® : Connects Procore to Sage 300 Construction & Real Estate

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Set Up your Payroll Export for use with Sage
 
Sync Procore Projects with Sage Jobs
 
Import Vendors from Sage
 
Import a Prime Contract from Sage
 
Export Prime Contract Change Orders to Sage
 
Export a Procore Budget to Sage
 
Export a Procore Commitment to Sage
 
Export a Procore CCO to Sage
 
Export a Subcontractor Invoice to Sage
 
Export Budget Modifications to Sage
 
Export Companies to Sage
 
Export Sub Jobs to Sage
 
Export Timesheet Data from Procore into Sage
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Sage Marketing Video

Export Timesheet Data from Procore into Sage 300 CRE®

 

Sage 300 CRE®: Export a Subcontractor Invoice to Sage

 

Sage 300 CRE®: Export Budget Modifications to Sage

 

Sage 300 CRE®: Export Companies to Sage

 

Sage 300 CRE®: Export Sub Jobs to Sage

 

Sage 300 CRE®: Export a Commitment to Sage

 

Sage 300 CRE®: Export a Commitment Change Order to Sage

 

Sage 300 CRE®: Export a Budget to Sage

 

Sage 300 CRE®: Export Prime Contract Change Orders to Sage

 

Sage 300 CRE®: Import a Prime Contract from Sage

 

Sage 300 CRE®: Import Vendors from Sage

 

Sage 300 CRE®: Sync Procore Projects with Sage Jobs

 

Sage 300 CRE Employee Sync

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Import Prime Contract - Sage 300 CRE

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Sync Procore Projects with Sage Jobs

Export Budget Modifications to Sage

Export Commitments to Sage

Export Commitment Change Orders (CCOs) to Sage

Import Sub Jobs for Sage-Integrated Projects in Procore

Sync Procore Companies with Sage Vendors

Procore Construction Financials & Sage 300 CRE: Harvey Builders

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE®.

  1. Job Setup
  2. Sub Job Setup
  3. Budget Setup
  4. Budget Update
  5. Create and Export Commitments
  6. Create and Export CCOs
  7. Create and Export PCCOs
  8. Create and Sync Vendors
  9. Set Up the Subcontractor Invoices Feature
  10. Export Subcontractor Invoices from Procore

Job Setup

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.

diagram_erp-sage-300-cre_job-setup.png

Sub Job Setup

diagram_erp-generic_sub-job-setup.png

Budget Setup

If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time.

diagram_erp-generic_budget-setup.png

Budget Update

If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.

diagram_erp-generic_budget-updates.png

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.

diagram_erp-generic_create-and-export-commitments.png

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 300 CRE.
Important! Change orders can only be created from synced commitments.

diagram_erp-generic_create-and-export-commitment-change-orders.png

Create and Export PCCOs

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Sage 300 CRE®.

diagram_erp-sage-300-cre_create-and-export-prime-contract-change-orders.png

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 300 CRE.

Important! Vendors can be created in either Procore or Sage 300 CRE.

diagram_erp-generic_create-and-sync-vendors.png

Set Up the Subcontractor Invoices Feature

diagram_erp-sage-300-cre_export-subcontractor-invoices-setup.png

Export Subcontractor Invoices from Procore

diagram_erp-generic_create-and-export-subcontractor-invoices.png

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

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import a Prime Contract from an Integrated ERP System into Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Commitments Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Owner Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink PCCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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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Below are the notable changes to the Procore + Sage 300 CRE® integration.

Recent Changes

streamlined invoice export data with Sage 300 CRE® (02/23/2023) 

Previously, invoices exported to Sage 300 CRE® included line-item detail based on the commitment’s subcontractor schedule of values (SSOV). Invoice exports now consolidate SSOV detail into the commitment and commitment change order schedule of values lines.