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The only comprehensive cloud-based construction project management platform with an out-of-the-box integration with Sage 300 CRE.
Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With a Sage 300 CRE integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.
Associate Sage 300 CRE vendors with Procore companies commitments are assigned valid Sage 300 CRE vendor IDs to ensure sync into Sage 300 CRE. One way sync for pushing commitments and commitment change orders from Procore to Sage 300 CRE.
Two-way project sync: new projects in Procore create new jobs in Sage 300 CRE and existing (or new) jobs in Sage 300 CRE create new projects in Procore. This includes all cost codes and categories, so each system has the same job costing hierarchy, facilitating seamless data flow and ensuring project and job sync.
Push approved subcontracts, purchase
orders, and commitment change orders
from Procore to Sage 300 CRE with one
Accounting actuals from Sage 300 CRE
sync directly to categories in Procore.
Support for 2-tier and 3-tier cost codes.
2-tier and 3-tier cost codes
Synchronization of Sage 300 CRE cost codes, categories, and job costs between Sage and Procore
Create a company-specific list of Sage cost codes that can be applied to each new project
Create commitments and commitment change orders in Procore where each line item uses Sage 300 cost codes and categories
Push approved commitments (e.g. Subcontracts and Purchase Orders) and change orders from Procore to Sage
Built-in approval workflows for commitments and commitment change orders where designated Accountants can approve/reject them in Procore; approved commitments are pushed directly from Procore to your Sage database
Link a Sage vendor and ID with a matching company in your Procore account directory
Create a new vendor entry in Sage by importing a company entry from Procore
Create a new company entry in Procore by importing a vendor from Sage 300 CRE and import insurance information with the entry
Create a new project in Procore by importing a job from Sage
Import a Sage estimate into a Procore budget
Import a Sage Extra into Procore as a Sub Job
Prior to Procore’s Sage 300 CRE Connector, clients had to manually enter commitments into both Procore and their accounting system, essentially duplicating the process. This inefficient method not only resulted in wasted time and effort, but also created inaccurate or incomplete data.
Enter subcontracts and purchase orders within Procore and push them directly down to accounting. An accurate reflection of committed costs is then visible for accounting purposes (including invoicing, payments, and reporting) without the need for duplicate data. This not only saves ample time, but also eliminates the need for manual data entry, and therefore, the risk of errors.
Procore users can have complete confidence in their ability to forecast and understand the financial status of their projects at all times. Once the cost of a particular piece of a job is estimated with a committed dollar amount, they can to see how much has been paid on commitments. Financial data reflecting the current budget and what has been spent thus far is available in Procore, helping to generate more accurate budgets and forecasts.
The hh2 Cloud Service is a third-party, professional-grade data center that is maintained and monitored 24/7. An hh2 Sync Client is installed on your Sage 300 CRE system and it uses the HTTPS protocol to keep in constant
contact with your Sage data stored in the hh2 data center. The hh2 Sync Client also keeps your Procore data ‘synced’ with the hh2 Data Center and Sage 300 CRE system. To be synced with Sage, the compatible data in Procore must first be sent to the ERP Integrations tool for acceptance by an accounting approver. After acceptance, your Procore data is exported to hh2 and then synced with Sage 300 CRE.
When Procore’s ERP Integrations tool is configured to work with Sage 300 CRE, your company’s Procore Administrator will work with your Procore point of contact to install the hh2 synchronization client on your Sage 300 CRE server. The synchronization client is a lightweight, Windows desktop application that establishes a secure network connection between the hh2 Cloud Service (www.hh2.com), which keeps the data in Sage 300 CRE and
Procore in sync.
Typically, the hh2 synchronization client requires no special network firewall permissions, since the client only uses standard outbound TCP Port 80, and sometimes Port 443 connections, which are commonly used for standard web access. In addition, no inbound connections are required. Standard web technologies like Web Sockets is used to maintain a persistent connection.
The only requirement is to download and install the hh2 Sync Client on the system running your Sage 300 CRE application (e.g., Sage 300 CRE Server). Once the initial configuration has been completed, the hh2 Sync Client runs in the background as a web service.
Within Procore, any exports to Sage 300 CRE must be approved by your company’s designated accounting approver(s). Any changes to the hh2 Sync Client typically involves the customer’s IT department or company.