Skip to main content
Procore

Set Up the hh2 Synchronization Client for Exporting PCCOs

  1. Last updated
  2. Save as PDF

Objective

To configure your hh2 Synchronization Client for exporting Prime Contract Change Orders (PCCOs). 

Background

To learn how to export a Prime Contract Change Order, see Export a PCCO to ERP. 

Things to Consider

  • Required User Permissions:
    • The company's Procore Administrator should supply the steps below to the company's IT administrator for the hh2 tool. 
    • The person performing the steps will need to log into the Sage 300 CRE® server using an account with administrative privileges.
  • Supported ERP Integrations:
    • Your company's Procore account must already be integrated with Sage 300 CRE®. 
  • Limitations:
    • The sync process for the Prime Contract Change Orders is NOT bidirectional. You will not have the ability to import change orders or updates made in  Sage 300 CRE®  to Procore. 

Steps

  1. Log into your Sage 300 CRE® server using an account with administrative privileges.
  2. Launch your company's hh2 Synchronization Client. 

    desktop-icon-hh2.png
     
  3. Click Connect.
  4. Browse to the Local Connections tab.
  5. Click Mappings.
  6. Click Advanced Mappings.
  7. Place a checkmark next to the following items:
    Important! Do NOT remove any previously selected checkmarks. Doing so could negatively impact your existing Sage 300 CRE® configuration settings.

    hh2-settings-1.png
     
    • Contract (CN)
    • Contract Change Order (CN)
    • Contract Change Order (PJ)
    • Contract Change Order Item (CN)
    • Contract Change Request (PJ).
    • Contract Item (CN).
    • Customer
    • Customer Type
    • Invoice (AP)
    • Job (CV) Note: This may already be selected. 
    • Quick Bill Contract
    • Quick Bill Contract Item
  8. Click Transaction (JC) to highlight it. Then remove the checkmarks from the circles as follows:

    hh2-settings-2.png
    • Commitment Change Order
    • Employee
    • Equipment
    • Credit Account
    • Debit Account
  9. Click Save.
  10. Navigate to the Sync tab.
  11. Place a checkmark next to your connection as shown below.

    hh2-settings-3.png
     
  12. Click Settings.
  13. Select a Sync Type of Deep and the timeframe of “The beginning of time”.

    hh2-settings-4.png
     
  14. Click OK.
  15. Click the arrow to expand the options under your connection as shown below.

    hh2-settings-5.png
     
  16. Click Deselect All.
    This removes all the checkmarks from the selected items. 
  17. Place a checkmark in Transaction (JC).
    • Contract (CN)
    • Contract Change Order (CN)
    • Contract Change Order (PJ)
    • Contract Change Order Item (CN)
    • Contract Change Request (PJ).
    • Contract Item (CN).
    • Customer
    • Customer Type
    • Quick Bill Contract
    • Quick Bill Contract Item
  18. Click Sync.
    After the sync is complete, you can close the hh2 Synchronization Client and log off of the Sage 300 CRE® server.