Set Up your Payroll Export for use with Sage 300 CRE®

To set up your payroll export for use with Sage 300 CRE® software.

You can export data from the Company level Timesheets tool in Procore and import it directly into Payroll in Sage 300 CRE®. This allows self-performing contractors to spend less time formatting data, decreases duplicate data entry between time collection and payroll, and ensures a more accurate data flow.

• Required User Permissions:

  • 'Admin' level permissions on the company's Timesheets tool.

• Additional Information:

  • The following fields will need to match exactly between Procore and Sage 300 CRE®:* Employee & Employee ID* Classification (Certified or Union Class)* Pay ID & Time Type* Job & Project* JC extra & Sub Job* JC Cost Code & Cost Code

  • For companies using the ERP Integrations tool:* The Project, Sub Job, and Cost Code fields sync automatically

• You must have a licensed for the Company level Timesheets tool.

1. Set Up a Time Entry View in Sage 300 CRE

2. Configure the Timesheets Tool in Procore

Set Up a Time Entry View in Sage 300 CRE®

1. Log in to Sage 300 CRE®.

2. Select Applications.

3. Select Payroll from the list.

4. Select Tools.

5. Select Customize Time Entry.

6. Create a new time entry view.
   Note: You must add a name and description for the time entry view, such as "Procore Time Import," before you can select the columns in the next step.

7. Double-click on the time entry column items in the same order that appears on the company's Timesheets tool in Procore.

    Important

   It is important to be aware of the following:

   • To successfully perform the import, the time entry view for Sage 300 CRE® must be configured to exactly match the format in Procore's Timesheets tool. In addition, be aware that some Sage 300 CRE® columns have different names in Procore. In the table below, the asterisk (*) indicates a required field.

   Column Name in Sage 300 CRE	Equivalent Column Name in Procore
   Date	Date
   Employee *	Employee ID *
   Job	Project
   JC Extra	Sub Job
   JC Cost Code	Cost Code
   Certified/Union class	Classification
   Pay ID *	Time Type *
   Units *	Total Time *

   • To see cost type in Sage 300 CRE®, ensure that 'Pay ID' is associated with the correct JC Category (cost type) in Sage 300 CRE®. When imported, data in Procore's 'Time Type' is applied to the 'Pay ID' in Sage 300 CRE®. Time entries then populate the cost type that is assigned to the 'Pay ID'.

   • If you include Union Class column, you must also include these columns to the time entry view:

     • Union ID

     • Union local

     • Union class

   • To successfully import the Union columns into Sage 300 CRE®, the default Union, Union local, and Union class items must be assigned to each employee in the Employee Setup in Sage 300 CRE®.

8. Click Close.

Configure the Timesheets Tool in Procore

1. Navigate to the company's Timesheets tool.

2. Click Configure Settings .

3. In the Settings page, click the Configurations tab. This tab is active by default.

4. Scroll down to the Payroll Settings section.

5. In the Payroll Software drop-down list, select Sage 300 CRE®.

6. In the Columns in Sage 300 CRE® time entry view list, place a checkmark next to the columns to include in the Sage 300 CRE® time entry view.

    Notes

   • If you place a checkmark in the 'Classification' column, you must choose the Certified Class or Union Class option button.
     

   • If your team has created any custom fields for use with Procore's Timesheets and My Time Tools:

     • To include those fields in the export by marking the corresponding check box(es) as shown below.

     • To exclude those fields from the export, clear the checkmarks from the corresponding box as shown below. .
       

7. Click Update.