ERP Integrations: Procore + Sage 300 CRE: Import and Sync a Main Contract with Procore
This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: October 19, 2018 / Feature Released: November 14, 2018
Procore + Sage 300 CRE: Sync a Main Contract with Procore
Procore is pleased to announce the availability of a new update to the Procore + Sage 300 CRE®. This update lets you perform a one-way sync of the data in your project's Main Contract tool, which means you can now create a main contract in Sage 300 CRE® and then import it into Procore. After that, your project team can choose between (1) continuing by updating and maintaining your main contract in Procore or (2) updating and maintaining your main contract in Sage 300 CRE® and then re-importing (a.k.a., "syncing") your most recent updates into Procore.
Required Setup
- The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integrations for Sage 300 CRE.
- The ERP Integrations tool must be configured to work with Sage 300 CRE®. See Sage 300 CRE: Setup Guide.
- The Main Contract tool must be enabled on the desired project(s). See Add and Remove Tools on a Project.
New Support Articles
To learn how to import and sync a Sage 300 CRE® Main Contract to Procore, see these support articles: