General Inquiries

Procore & Sage 100 Integration

  • 1.  Procore & Sage 100 Integration

    Posted 12 days ago
    We are currently using Procore Financials and Sage 100.  The integration works well except for Prime Change orders.  Looking for advice or suggestions on the workflow regarding the prime change orders.  I would like to have Project Management using Procore only, and Accounting entering in Sage.  Trying to limit the dual entry as much as possible.

    Right now we have the project managers enter changes into Procore.  The commitment / budget side moves to Sage, but not the Prime.  Accounting is entering the Prime CO's monthly when billing.  We are also exploring what system to use for progress billing.  We are currely using Sage.

    Any other Sage 100 - Procore users out there?

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    Anthony Lodi
    General Manager
    Haynes Group Inc.
    West Bridgewater MA
    (508) 230-9494
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  • 2.  RE: Procore & Sage 100 Integration

    Posted 11 days ago
    Anthony,
    We use roughly the same process for Prime COs.  When the PM creates the PCCO, they send to accouting an email with a link to the CO in Procore.  Accounting then enters the CO in Sage.  When billing at the end of the month, we verify that our Prime Contracts in Sage and Procore match.

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    Brian Peterson
    Controller
    Marcus Construction Co., Inc.
    Willmar MN
    (320) 441-2153
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  • 3.  RE: Procore & Sage 100 Integration

    Posted 8 days ago
    Edited by Dennis Dorrity 8 days ago
    hh2 Cloud Services created the integration between Procore and Sage 100 Contractor. We are constantly evolving the integration and hh2 Cloud Services is about a week away from bi-directional syncing of Prime Contract Change Orders with Procore. Procore will then need to complete their end of the integration and do some testing before it can be rolled out. So if you can be patient a bit longer you'll get what you are looking for.

    Please contact us if you have any additional questions or concerns.

    Thank you,

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    Dennis Dorrity
    VP of Marketing
    hh2 Cloud Services
    Centerville UT
    (877) 442-9327
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