Integrations · Procore × Sage 300 CREERP · CONSTRUCTION

Procore × Sage 300 CRE integration.

A custom-built sync between Procore and Sage 300 CRE. Job cost, AP, AR, vendor records, and WIP inputs move bidirectionally against the Procore REST API and Sage 300 CRE via ODBC plus the published Connector pattern. Multi-segment cost codes mapped at the field level. Controller-facing exception queue for the first month of production writes.

Schedule a 14-day audit →15 min with a Procore developer
01. What syncs, what doesn’t

Job-cost coded at the line. Sage-segment aware.

The object map below assumes the standard Sage 300 CRE job-cost structure (job · extra · cost code · category). Procore cost codes map through a controller-editable mapping table. Direction is configurable per object during the audit.

PROCORE
DIRECTION
SAGE 300 CRE
Projects/rest/v1.0/projects
→
JobsJC_JOB
Budget line items
⇄
Job estimatesJC_ESTIMATE
CommitmentsSubcontracts · POs
→
Subcontracts · purchase ordersJC_SUBCONTRACT · PM_PO
Change orders
→
Subcontract change ordersSeparate transactions
Owner invoices
→
AR invoices · billingsAR_INVOICE
Subcontractor pay apps
→
AP invoices · job-cost transactionsAP_INVOICE · JC_TRANSACTION
Vendors · customers
⇄
Vendor · Customer master
WIP read-back · cost-to-complete
←
WIP report outputsCustom Sage report
What stays in Sage 300 CRE:WIP computation, GL postings, payroll, certified payroll reports, and any custom reports the controller already maintains. The integration provides inputs and reads outputs; it doesn’t override Sage’s native logic.
02. The boundary problem this solves

Sage 300 CRE knows construction. Procore doesn’t know it’s talking to Sage.

Sage 300 CRE is one of the few accounting platforms purpose-built for construction. It models multi-segment job-cost coding, retention, certified payroll, and WIP in ways QuickBooks, Xero, and even NetSuite don’t. That depth is also why generic Procore connectors stop working on day two — Procore’s cost code is one field, and Sage’s is four.A mid-cycle change order introduces a new cost code that the connector doesn’t know how to map, and the integration starts swallowing transactions or posting them to the wrong job.

The custom integration solves that by holding the multi-segment mapping in a controller-editable table and flagging unmapped codes as exceptions instead of guessing. The controller stays in charge of the chart. The project manager stays in Procore. Job cost stays clean. WIP reports come out of Sage with numbers that tie back to Procore commitments without a Friday reconciliation.

This is the integration we get asked about most often by GCs and specialty contractors who’ve been on Sage 300 CRE long enough to have customized it heavily and don’t want to flatten that work to plug into Procore.

Sage 300 CRE is where the construction accounting model actually lives. The integration’s job is to feed Sage clean inputs without flattening the model.

03. How we build it

ODBC for reads. Connector pattern for writes.

The Procore side runs on the Procore REST API v1.0 with OAuth 2.0 and webhook subscriptions. The Sage 300 CRE side runs on the published Sage 300 CRE Connector pattern for writes that need Sage’s validation pipeline and ODBC for reads plus low-validation writes. We never write directly to Sage tables; we go through the supported integration surface so Sage’s own integrity checks run.

The transformation layer holds the multi-segment cost-code mapping, the per-job overrides for projects with non-standard coding, and the reconciliation jobs. Unmapped cost codes and ambiguous mappings land in an exception queue with a controller-facing UI — the integration never guesses. Code in your repo, infrastructure in your cloud, Sage credentials in your secret store.

04. Where this fits in our engagement model

Three modes. Pick where you are.

— DIAGNOSE

The 14-Day Audit

Fixed fee · 14 days

We map the Procore × Sage 300 CRE surface end-to-end. Cost-code mapping, retention policy, WIP read-back. Output: a written 90-day plan with the field-level map and a real estimate. More on the audit →

— BUILD

The Build Engagement

Scoped quote · 10–14 weeks

The implementation. ODBC and Connector setup, the transformation layer, the mapping admin UI, the reconciliation jobs. Built against a Sage test company first and cut over with a controller-supervised exception queue.

— EMBED

The Retainer

Capped hours · Monthly

Sage 300 CRE releases service packs. Procore ships API updates. We retain a fractional engineering presence to handle version churn, new job onboarding, and the next request from the controller. Capped hours.

05. Frequently asked

Procurement-stage questions we get on this one.

Does Procore have a native Sage 300 CRE connector?

Procore offers a Sage 300 CRE connector as part of its ERP Integrations program. It works for a baseline subset of objects. Most firms running Sage 300 CRE in production end up needing customizations on top — bespoke job-cost coding, mid-cycle change-order handling, and the WIP roll-up logic that finance teams already run in Sage. We build that custom layer against the public Procore REST API and the Sage 300 CRE data layer via ODBC and the published Connector pattern.

ODBC or the SDK — which do you use?

Both, depending on the operation. ODBC works for reads and for transactional writes that don't need Sage's workflow validation. For writes into AP, AR, and job cost where Sage 300 CRE's own validation logic matters, we use the published Connector pattern (the same pattern Sage's own integrations use) so the data lands clean and Sage's downstream processes don't reject it. The audit decides which path each object takes.

How does the integration handle Sage's job-cost structure?

Sage 300 CRE has one of the most granular job-cost structures in construction accounting — job, extra, cost code, category. Procore's cost code is a single field. We hold the multi-segment Sage code as a mapping table keyed off Procore's cost code plus a project-level prefix, editable by the controller without redeploying. Change orders that introduce new cost codes get flagged for the controller to approve the mapping before posting.

What about WIP and cost-to-complete?

WIP lives in Sage 300 CRE. The integration provides Sage the committed-cost, earned-value, and billed-amount inputs it needs, and Sage's existing WIP reports do the math. We don't try to compute WIP in the integration layer or in Procore. For cost-to-complete, we surface a Procore-side report that reads Sage's WIP outputs back and shows project managers what the controller is seeing — but the calculation stays in Sage where finance owns it.

Is this safe to run against a Sage 300 CRE production company file?

Yes, with the right setup. We always build against a Sage 300 CRE test company first, validate the writes against finance's existing reports, then cut over to production with a controller-facing exception queue so the first month of writes is supervised. We never deploy a hot sync against a live Sage file without that two-stage validation. The audit produces the test plan.

06. Related integrations

Other Procore integrations we ship.

Each one is its own build with its own object map. Back to the Procore integrations hub for the full overview.

— ERP · ACCOUNTINGProcore × XeroRead the brief →— ERP · ACCOUNTINGProcore × QuickBooksRead the brief →— ERPProcore × NetSuiteRead the brief →— ENTERPRISE ERPProcore × SAPRead the brief →— FIELD FORMSProcore × GoCanvasRead the brief →— CAPABILITY · CUSTOM BUILDProcore × Construction FormsRead the brief →
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Sage 300 CRE customized to your business and the Procore connector keeps choking on it?

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