TUG Tip - Wanting to start to integrate with Procore?

TUG Tip -- Wanting to start to integrate with Procore?

Understanding how your company wants data to flow and what you’ll really see once you have decided to use Procore Integration.

Be sure to check out the data map/data matrix and understand the flows: Will you do setup in SAGE To PROCORE or PROCORE to SAGE?

Check to see what fields will pull over – if you are using custom fields and or recording checklists you’ll still have to go back and touch those fields in SAGE if you are wanting that to stay updated.

Procore is a great tool, but understanding what fields and data will update in the fields you need is key!