The Best Backend Accounting for Procore

Because Generic Accounting Software Doesn’t Cut It

PRocore integration with Sage 300 CRE Accounting

Procore is 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 CREintegration you can have confidence in your financial data to make the best inthe- field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + Sage 300 CRE integration, you can:

• Save time and labor by streamlining the approval process of time sensitive tasks such as commitments and change
orders.
• Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Sage.
• More efficient communication between Accounting and Project Management teams.

Benefits of Choosing Sage Accounting with Procore

:

AVOID ERRORS AND DUAL-ENTRY WITH SYNCHRONIZED PROJECT COST DATA

:

FORECAST CONFIDENTLY FROM THE FIELD

:

MAINTAIN ACCURATE AND SECURE FINANCIAL DATA IN PROCORE

:

SOLVE COMMUNICATION ISSUES BETWEEN ACCOUNTING AND PROJECT MANAGERS

:

ACCOUNTING RETAINS FULL CONTROL OF PUSHING DATA INTO SAGE 300 CRE

Features of Procore & Sage Integration:

Vendor Sync

Vendor sync: 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

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.

Accounting Actuals

Accounting actuals from Sage 300 CRE
sync directly to categories in Procore.

Tiered Cost Codes

Support for 2-tier and 3-tier
cost codes.

Push Approved Subcontractors

Push approved subcontracts, purchase
orders, and commitment change orders
from Procore to Sage 300 CRE with one
click.

PRocore + Sage 300 CRE

Procore is the only cloud-based project management platform
to integrate data on-demand with Sage 300 CRE.

Manage all of your projects from a single platform.
Procore integrates seamlessly with Sage 300 CRE to synchronize financial data for all of your projects.
Have the confidence in your project’s financial data to make decisions from the field.

Procore’s current integration with Sage 300 CRE includes the following features.

• 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’s directory.
• Create a new vendor entry in Sage by importing a company entry from Procore.
• Create a new company entry in Procore by import a vendor from Sage 300 CRE and also 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.

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contract Management (commitments)

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.

COST MANAGEMENT AND FORECASTING

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.

How does Procore connect to 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.

What is required of the IT Team?

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.

How is data safely transferred between Procore, hh2, and Sage 300 CRE?

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.

Who can authorize what?

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.

Customer Service

Techware Sage Resellers and Consultants

17850 Kenwood Trail, Suite 216
Lakeville, MN 55044

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Techware Sage 100 Contractor & Sage 300 Construction Resellers