Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with Sage 300 CRE®.
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 a Sage 300 CRE® 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 300 CRE® integration, you can:
The following diagram highlights the key components of the Procore + Sage 300 CRE® integration.
PROCORE |
Exports data from Procore to Sage 300 CRE® | Imports data from Sage 300 CRE® to Procore | Sage 300 CRE® |
---|---|---|---|
STANDARD COST CODES 1 STANDARD COST TYPES |
STANDARD COST CODES (JC) STANDARD CATEGORIES |
||
PROJECTS |
JOBS (JC) COST CODES CATEGORIES |
||
SUB JOBS | EXTRAS (JC) | ||
COMPANIES | AP VENDORS (AP) | ||
COMPANY INSURANCE | VENDOR INSURANCE (AP)2 | ||
BUDGETS 3 | ESTIMATE (JC) | ||
BUDGET CHANGES | APPROVED ESTIMATE CHANGES (JC) | ||
COST FORECAST DATA | COST FORECAST DATA | ||
COMMITMENTS 4 SUBCONTRACTS & PURCHASE ORDERS |
COMMITMENTS (JC) SUBCONTRACTS & PURCHASE ORDERS |
||
COMMITMENT CHANGE ORDERS | COMMITMENT CHANGE ORDERS (JC) | ||
PROCORE PAY - PAYMENTS ISSUED ( LIMITED AVAILABILITY)** |
INVOICE CODE 1 & 2 | ||
PRIME CONTRACT | CONTRACTS (CN)/MISC. WORKSHEET (JC) |
||
PRIME CONTRACT CHANGE ORDERS (PCCOs) | PRIME CONTRACT CHANGE ORDERS 7 | ||
AP INVOICES |
|||
JOB COSTS BILLED RATE TRANSACTIONS 5 |
JOB COSTS BILLED RATE TRANSACTIONS |
||
DIRECT COSTS |
JOB COSTS TRANSACTION DETAILS |
1 Custom WBS Segments are NOT supported.
2 To sync vendor insurance from Sage 300 CRE® to Procore, your Procore point of contact must enable a backend configuration setting during the implementation process.
3 Exports the 'Estimated Cost at Completion' and 'Forecast to Complete' values from a Procore budget to Sage 300 CRE®.
4 Includes Sage 300 CRE® tax groups. For more details, see How can I use tax codes on a Procore project? and Configure Tax Code Settings.
5 Requires transactions generated from Work-In-Progress (WIP) in the Sage Billing module.
6 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
7 Includes miscellaneous worksheet transactions.
8 Not supported for Canada.
9 To set up exports, the hh2 sync client must be running version 467 or higher. See Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®.
**Procore Pay is only available in select markets in the United States at this time. To learn more about Sage 300 CRE® and Procore Pay, see Procore Pay and ERP: Detailed Data Mapping.
The following versions of Sage 300 CRE® are supported:
If your company plans to sync Prime Contracts and Prime Contract Change Orders (PCCOs) between systems, your company must be using Sage 300 CRE® version 17.1.4 or newer.
Procore's current integration with Sage 300 CRE® includes the following features.
The following features are not currently supported:
When Procore's ERP Integrations tool is configured to work with Sage 300 CRE®, your company's Procore Administrator will work with your Procore point of contact to install the hh2 synchronization client on your Sage 300 CRE® 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 300 CRE® 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.