View the Sync Schedule Page for Sage 300 CRE®

Objective

To view the synchronization schedule for Sage 300 CRE®. 

Background

When your company has enabled the ERP Integrations tool and configured it to  work with Sage 300 CRE®, the sync schedule between the two systems is managed automatically by the hh² synchronization client. For most auto-syncs, data will sync from the Sage 300 CRE® server to the hh² service every five (5) minutes. In addition, Procore polls the hh² cloud service for data every 30 minutes. When Procore detects that new and/or updated data is present in the hh² cloud, they are automatically synced to Procore. In addition, any changes from Procore are exported to hh² and then synced to Sage 300 CRE®. This ensures that your data is updated frequently. If you have questions about the Auto Sync, please reach out to your Procore point of contact.

Things to Consider

• Required User Permission:
  • To view the Sync Schedule page, 'Admin' on the ERP Integrations tool.
• Additional Information:
  • If you want to manually sync the data, see Perform an On-Demand Sync with Sage 300 CRE®.

Steps

1. Navigate to the company's ERP Integrations tool.
   This reveals the Sage 300 CRE® Integration page.
2. Click Configure Settings.
   This reveals the Integration Settings page.
3. Click Sync Schedule.
   
   
   
   This reveals the Sync Schedule page, where you can view a list of items that are synced between the two system. This page contains the following fields:
   
   
    
   • Sync Standard and Project Cost Codes/Categories and Project Job Costs. 
   • Refresh Sage 300 CRE Vendor List and Vendor Types. 
   • Sync Job Costs and Refresh Sage 300 CRE Job List. 
     Note: To learn more about the notification system to keep data in sync, see How often can I sync data between Sage and Procore?

See Also

• How often can I sync data between Sage and Procore?