About Sage 300 CRE® Employee Sync

Overview

The Procore Sage 300 CRE® Employee Sync allows you to sync your Payroll employee data in Sage 300 CRE® with your company level directory data in Procore. This enables your company to manage employee records in Sage 300 CRE® and allow any employee additions, updates or changes in status to be automatically synced with the Procore Directory on a regular cadence.

The Procore Sage 300 CRE® Employee Integration Pack is an add-on service available to purchase that is not included with the Procore/Sage 300 CRE® integration. This is available for purchase as a standalone or as an add-on for customers who are using the Procore/Sage 300 CRE®.

This is a great option to consider for customers who want to use the Export Timesheet Data in Procore to Sage Payroll feature as it ensure Procore is kept up to date with all employee additions, changes and terminations made in the Sage 300 CRE® Payroll application.

Features

• Link Sage 300 CRE® employees to existing Procore users/contacts
• New Employees in Sage 300 CRE® will be created and synced to Procore Users/Contacts in the Company Directory automatically
• Changes to synced employee records synced to Procore Company Directory
• Keep Procore user records up-to-date with terminations and rehires in Sage 300 CRE®.
• Automatic hourly sync between Sage 300 CRE® employees with Procore users

How It Works

Procore Sage 300 CRE® Employee Sync runs an automatic hourly sync between the Sage 300 CRE® employees managed in the Sage 300 CRE® Payroll Application and the Procore Directory (Users/Contacts). This is a one way sync (Sage 300 CRE® > Procore). Employee (User/Contact) information entered in Procore cannot be exported to Sage 300 CRE®. Once implemented, new or updated employee data should be entered/updated in Sage 300 CRE®.  By using Sage 300 CRE® as the source of truth, employee information is kept in sync between both systems, and this will also prevent duplicate users/contacts from being created in Procore. 

• If a new or existing ‘Active’ Sage 300 CRE® employee does not have a corresponding User record in Procore, a new one is created..
• If a new or existing ‘Active’ Sage 300 CRE® employee does not have an email address a new Contact is created. 
• If a Sage 300 CRE® employee previously without an email address is assigned one (via promotion, etc.), the Contact is Converted to a User in Procore.
• An ‘Active’ employee in Sage 300 CRE® is one that has a Hire Date but no Termination Date entered on the Employee record. Employees who have a Termination date are automatically inactivated in Procore and are reactivated if an employee is rehired (termination date in Sage is removed).

Additional Considerations

• Existing Procore Users will be linked to the Sage 300 CRE® Employees when there is a match based on email address. 
• Existing Procore Contacts will only be linked to a Sage 300 CRE® if the Employee ID in Procore matches the Employee ID in Sage 300 CRE® (case sensitive). 
• Employees who have a Termination Date at the time of implementation are not synced into Procore, but if the Termination Date is removed they will be added during the next sync.
• Optional: A default Procore permission template can be specified during setup so that it is automatically applied to all users when they are synced into Procore. If a default is not specified, no permission template will be applied to Users.

Field Map

PROCORE	Imports data from Sage 300 CRE® to Procore	Sage 300 CRE®
Directory (Users/Contacts)		Employees
First Name		First Name
Last Name		Last Name
Email Address		Email
Business Phone		Telephone
Job Title		Occupation
Employee ID		Employee ID
Active?		If an employee in Sage 300 CRE® has a hire date but no termination date, they will be Active in Procore If they have a Termination Date in Sage 300 CRE®, they are considered Inactive in Procore
Is Employee of [Company Name]?		Defaults to true when a new user is created