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Set Up your Payroll Export for use with Sage 300 CRE®

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Objective

To set up your payroll export for use with Sage 300 CRE® software.

 Note
This is separate functionality from the Procore + Sage 300 CRE® Connector.

Background

You can export data from the Company level Timesheets tool in Procore and import it directly into Payroll in Sage 300 CRE®. This allows self-performing contractors to spend less time formatting data, decreases duplicate data entry between time collection and payroll, and ensures a more accurate data flow.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Timesheets tool.
  • Additional Information:
    • The following fields will need to match exactly between Procore and Sage 300 CRE®:
      • Employee & Employee ID
      • Classification (Certified or Union Class)
      • Pay ID & Time Type
      • Job & Project
      • JC extra & Sub Job
      • JC Cost Code & Cost Code
    • For companies using the ERP Integrations tool:
      • The Project, Sub Job, and Cost Code fields sync automatically

Prerequisites

  • You must have a licensed for the Company level Timesheets tool. 

Steps

  1. Set Up a Time Entry View in Sage 300 CRE
  2. Configure the Timesheets Tool in Procore

Set Up a Time Entry View in Sage 300 CRE®

  1. Log in to Sage 300 CRE®.
  2. Select Applications.
  3. Select Payroll from the list.
  4. Select Tools.
  5. Select Customize Time Entry.
  6. Create a new time entry view.
    Note: You must add a name and description for the time entry view, such as "Procore Time Import," before you can select the columns in the next step.
  7. Double-click on the time entry column items in the same order that appears on the company's Timesheets tool in Procore.
     Important

    It is important to be aware of the following:

    • To successfully perform the import, the time entry view for Sage 300 CRE® must be configured to exactly match the format in Procore's Timesheets tool. In addition, be aware that some Sage 300 CRE® columns have different names in Procore. In the table below, the asterisk (*) indicates a required field.
    Column Name in Sage 300 CRE Equivalent Column Name in Procore
    Date Date
    Employee * Employee ID *
    Job Project
    JC Extra Sub Job
    JC Cost Code Cost Code
    Certified/Union class Classification
    Pay ID * Time Type *
    Units * Total Time *
    • To see cost type in Sage 300 CRE®, ensure that 'Pay ID' is associated with the correct JC Category (cost type) in Sage 300 CRE®. When imported, data in Procore's 'Time Type' is applied to the 'Pay ID' in Sage 300 CRE®. Time entries then populate the cost type that is assigned to the 'Pay ID'.
    • If you include Union Class column, you must also include these columns to the time entry view:
      • Union ID
      • Union local
      • Union class
    • To successfully import the Union columns into Sage 300 CRE®, the default Union, Union local, and Union class items must be assigned to each employee in the Employee Setup in Sage 300 CRE®.
  8. Click Close.

Configure the Timesheets Tool in Procore

  1. Navigate to the company's Timesheets tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. In the Settings page, click the Configurations tab. This tab is active by default. 
  4. Scroll down to the Payroll Settings section.
  5. In the Payroll Software drop-down list, select Sage 300 CRE®.
  6. In the Columns in Sage 300 CRE® time entry view list, place a checkmark next to the columns to include in the Sage 300 CRE® time entry view.
     Notes
    • If you place a checkmark in the 'Classification' column, you must choose the Certified Class or Union Class option button.
      classification-columns.png
    • If your team has created any custom fields for use with Procore's Timesheets and My Time Tools:
      • To include those fields in the export by marking the corresponding check box(es) as shown below.
      • To exclude those fields from the export, clear the checkmarks from the corresponding box as shown below. . 
        columns-in-sage-time-entry-view.png
  7. Click Update.