How often can I sync data between Sage 300 CRE and Procore?
Answer
When your company has enabled the ERP Integrations tool and configured it to work with Sage 300 CRE®, there are two ways to synchronize the data between the two systems: On-Demand Sync and Procore-Managed Auto Sync. Both of these options require the hh2 Cloud Services is a third-party cloud service that works with Procore's ERP Integrations tool to synchronize data when the ERP Integrations tool in Procore is configured to work with the Sage 300 CRE® integration. See www.hh2.com.
On-Demand Sync. You can perform an on-demand sync at anytime. See Perform an On-Demand Sync with Sage 300 CRE®.
ANDProcore-Managed Auto Sync. For most Auto Syncs, data will sync from the Sage 300 CRE server to the hh2 service every five (5) minutes. In addition, Procore polls the hh2 service for data every 30 minutes. When Procore detects that new and changed data is present in hh2, it is automatically moved into Procore. In addition, any changes in Procore are exported to hh2 and then moved into Sage. This ensures that your data is updated frequently throughout the day. If you have questions about the data sync for your integration, ask your
to reach out to your Procore point of contact.A Procore Administrator is a user who has 'Admin' level permissions on all of the Company level Tools in Procore. Granting a user ‘Admin’ level permissions in the Company level Directory tool automatically assigns that user ‘Admin’ permissions on all Company level tools. Also called a Company Administrator.
To learn about the types of data that are synced, see Sage 300 CRE®.
See Also
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