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Re-import a Sage 300 CRE® Prime Contract with Procore

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Objective

To re-import a Sage 300 CRE® prime contract using the Procore + Sage 300 CRE® integration. 

Background

The integration between your prime contract in Sage 300 CRE® is a one-way sync. This means that you can create a prime contract in Sage 300 CRE® and then import it into Procore. If changes to the original contract value are needed, you will update the prime contract in Sage 300 CRE® and then using the steps below re-import your latest prime contract data into Procore. 
 

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's ERP Integrations tool.
      AND
    • 'Admin' on the project's Prime Contracts tool.
  • Prerequisites:
    The instructions below assume the following:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. See Sage 300 CRE: Setup Guide.
    • The Sage 300 CRE® prime contract that you want to sync with Procore has been updated. For example, you've added one or more line item(s) or changed existing line item(s).
  • Additional Information:
    The Re-Import button is grayed out and unavailable when:
    • The prime contract is in unapproved state. 
    • The prime contract does not belong to a synced job.
    • The prime contract has inadvertently been added to two projects in your company's Procore account. 
    • The prime contact has already been synced and there are no new unsynced line items.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Prime Contracts. 
  3. Click Synced. 
  4. Locate the desired project's Prime Contract in the Sage 300 CRE® Prime Contracts Ready to be Imported list. 
  5. Click Re-Import. 

See Also