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Sage 300 CRE: Setup Guide

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Overview

To set up and configure your company's ERP Integration tool to integrate Procore's project Financial Tools and Sage 300 CRE®. 

Preparation Phase

After purchasing the Procore + Sage 300 CRE® integration, this phase includes:

  1. Receive the Welcome Email & Schedule Kick-Off Call
    Procore assigns your account to a Integration Implementation Specialist, who sends  a Welcome Email to your company's designated ERP Implementation Contact. The email contains a selection of dates/time for scheduling your Kick-Off call. Please reply back to either confirm or suggest a time that works for the required members on your team. 
  2. Prepare for the Kick-Off Call
    Prior to this meeting, please complete these tasks to ensure that your Integration Implementation Specialist can install and configure the hh2 synchronization client during your Kick-Off Call:
    • Accept the hh2 EULA. Your company's ERP Implementation Contact will receive an email for the hh2 cloud service. You must accept the End User License Agreement (EULA) in order to proceed with hh2 account creation. See How does hh2 connect to the Sage 300 CRE® CRE server?
    • Create the hh2 Service Account. For instructions, see Create an hh2 Service Account in Sage 300 CRE®. Please verify that you have completed the following before the Kick-Off Call:
      • Your hh2 Service Account must have full Application Admin & Security Admin access permission.
      • The password preference for your hh2 Service Account must be set to Password Never Expire. 
      • Write down the exact location of your Sage 300 CRE® data folder on the server. This cannot be a mapped drive.

Implementation Phase

After scheduling your company's Kick-Off call, this phase includes:

  1. Procore + Sage 300 CRE® Kick-Off Call
    Approximately 60 Minutes
    Procore conducts a Kick-Off Call with your company's ERP Implementation Contact and designated stakeholders (i.e., typically this your company's Procore Administrator, Sage 300 CRE® Administrator, and IT Administrator). The goals of this call is to:
    • Discuss your Procore + Sage 300 CRE® implementation plan.
    • Provide your attendees with an overview of the Procore + Sage 300 CRE® integration.
    • Install and configure the hh2 synchronization client on your Sage 300 CRE® server.
    • Coordinate any follow-up tasks related to your implementation plan.
    • Schedule your Go-Live Call.
  2. Procore + Sage 300 CRE® Go-Live Call
    Approximately 60-90 Minutes
    Procore conducts a Go-Live call with your company's ERP Implementation Contact and designated stakeholders. The goal of this call is to ensure the completion of these tasks:
    • Review the ERP Integrations tool's configuration settings.
    • Provide an overview of each tab in the ERP Integrations tool:
      Note: For step-by-step tutorials related to using these tabs, see Sage 300 CRE®.
      • Std. Cost Codes & Cost Types
      • Vendors
      • Jobs
      • Sub Jobs
      • Budgets
      • Commitments
      • Change Orders
      • Job Cost
      • Prime Contracts
      • Prime Contract Change Orders
  3. Getting Started with Procore + Sage 300 CRE®
    After the implementation is complete, you can begin using the integration. You can also contact to your Procore Integration Implementation Specialist for the next 30 days. 

Management Phase

As you get started with the integration, you have a variety of support options available when you have questions or need assistance:

  • Read our collection of step-by-step tutorials, answers to frequently asked questions, training videos, and more at Sage 300 CRE.
  • For specific questions about the Procore + Sage 300 CRE®, contact ERP support.
  • In the Procore application, click the Question Mark (?) in the top-right corner of Procore and click one of these options:
    • Support Center. This takes you to Procore's Support Site. 
    • Live Chat. This connects you to a live chat session with a support representative during supported business hours. See How do I use Procore's live chat support?
    • Contact Support. This connects you to the contact support page so you can report an issue. 

See Also