Sage 300 CRE® : Connects Procore to Sage 300 Construction & Real Estate

Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.

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Sage 300 CRE® course on the Procore Learning Portal
View this integration on Procore's App Marketplace

Sage, the Sage logo, Sage 300 CRE, Sage 300 Construction and Real Estate, and the Sage product are the registered trademarks or trademarks of Sage and/or its affiliates in the United States and/or other countries.

Set Up your Payroll Export for use with Sage

Sync Procore Projects with Sage Jobs

Import Vendors from Sage

Import a Prime Contract from Sage

Export Prime Contract Change Orders to Sage

Export a Procore Budget to Sage

Export a Procore Commitment to Sage

Export a Procore CCO to Sage

Export a Subcontractor Invoice to Sage

Export Budget Modifications to Sage

Export Companies to Sage

Export Sub Jobs to Sage

Export Timesheet Data from Procore into Sage

OUTDATED VIDEOS - Removed from Support Site and Certifications

Sage Marketing Video

Export Timesheet Data from Procore into Sage 300 CRE®

Sage 300 CRE®: Export a Subcontractor Invoice to Sage

Sage 300 CRE®: Export Budget Modifications to Sage

Sage 300 CRE®: Export Companies to Sage

Sage 300 CRE®: Export Sub Jobs to Sage

Sage 300 CRE®: Export a Commitment to Sage

Sage 300 CRE®: Export a Commitment Change Order to Sage

Sage 300 CRE®: Export a Budget to Sage

Sage 300 CRE®: Export Prime Contract Change Orders to Sage

Sage 300 CRE®: Import a Prime Contract from Sage

Sage 300 CRE®: Import Vendors from Sage

Sage 300 CRE®: Sync Procore Projects with Sage Jobs

Sage 300 CRE Employee Sync

Import Prime Contract - Sage 300 CRE

Sync Procore Projects with Sage Jobs

Export Budget Modifications to Sage

Export Commitments to Sage

Export Commitment Change Orders (CCOs) to Sage

Import Sub Jobs for Sage-Integrated Projects in Procore

Sync Procore Companies with Sage Vendors

Procore Construction Financials & Sage 300 CRE: Harvey Builders

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE®.

Job Setup

Sub Job Setup

Budget Update

Create and Export Commitments

Create and Export CCOs

Create and Export PCCOs

Create and Sync Vendors

Set Up the Subcontractor Invoices Feature

Export Subcontractor Invoices from Procore

Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.

Action	Standard	Admin	Notes
Accept or Reject Cost Codes for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Owner Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject Subcontractor Invoices for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Budget for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a CCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Commitment for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Company for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a PCCO for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Project for Export to ERP Web		Also requires Accounting Approver permissions
Accept or Reject a Sub Job for Export to ERP Web		Also requires Accounting Approver permissions
Add a Procore Project to your ERP System Web
Add an ERP Company to the Procore Company Directory Web
Add an ERP Job to Procore Web
Archive an ERP Company in Procore Web
Assign Default Cost Types To ERP Standard Cost Codes Web
Configure Advanced Settings: ERP Integrations Web
Configure the Sync Schedule for your ERP Integration Web
Enable or Disable ERP Direct Exports Web
Import a Budget from ERP Web
Import a Prime Contract from an Integrated ERP System into Procore Web
Import an ERP Sub Job to a Procore Project Web
Link ERP Companies to Procore Companies Web
Refresh the Companies List for ERP Web
Refresh the Cost Codes on an ERP Integrated Project Web
Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance Web			These actions do NOT require permissions to the ERP Integrations tool. Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located.
Sync Job Cost Transactions from an Integrated ERP into Procore Web
Sync Paid Invoice Notifications from ERP into Procore Web
Unlink CCOs Synced with ERP Web
Unlink Commitments Synced with ERP Web
Unlink Owner Invoices Synced with ERP Web
Unlink PCCOs Synced with ERP Web
Unlink Subcontractor Invoices Synced with ERP Web
Unlink a Company Synced with ERP Web
View a List of Synced Sub Jobs Web	Requires additional tool permissions	Requires additional tool permissions	Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.
View an Accountant Report for ERP Web
View an ERP Job Costs Report Web		Requires additional tool permissions to view at the project level	'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require: 'Read-only' level permission or above on the project's Reports tool. AND 'Admin' level permission on the project's Budgets tool. OR 'Admin' level permission on the project's Prime Contract tool.
View an ERP Unsyncable Direct Costs Report Web			Users do NOT require permissions to the ERP Integrations tool to view this report. They do require: 'Read-only' level permission and above on the project's Reports tool AND 'Admin' level permission on the project's Budgets tool OR 'Admin' level permission on the project's Prime Contract tool.
View the Archived Companies List for ERP Web	Also requires Accounting Approver permissions	Also requires Accounting Approver permissions

Below are the notable changes to the Procore + Sage 300 CRE® integration.

Recent Changes

Improved Invoice line summarization with Sage 300 CRE® (08/05/2024)

Procore's Sage 300 CRE® Connector now consolidates multiple invoice lines into a single line per commitment, reducing unnecessary detail and simplifying financial reporting. No action is necessary to see this feature. If you would like to have this functionality turned off, please contact your Procore point of contact.

Improved Commitment Process with Sage 300 CRE® (07/10/2024)

Commitments are now posted automatically during the transmission process for a more streamlined export experience. Previously, commitments had to be posted manually, which created many disruptions. This update requires Sage 300 CRE® 23.2 or greater. Contact your Procore point of contact to get started today.