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 Prime 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 Prime Contract tool, which means you can now create a prime 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 prime contract in Procore, or (2) updating and maintaining your prime contract in Sage 300 CRE® and then re-importing (a.k.a., "syncing") your most recent updates into Procore.
- 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 Prime 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® Prime Contract to Procore, see these support articles: