Our insurance integration ensures that policies are in sync between both systems. The information goes in two directions:
Global Vendor Insurance: Vendor insurance in Sage is copied into Procore in the Global Directory. This means that if you are new to Procore, the integration will pre-fill all of your Sage insurance information!
Project Insurance: If you create insurance at the project level in Procore, the integration will find all commitments in Sage to that same Vendor and Project, and update the commitment insurance to match Procore.
Calance came to work with Sage in 2003, when Primavera announced that they were discontinuing support for their own Primavera-Timberline integration tool. As Primavera integrators, we took on the mantle of integrating Primavera with Sage for Primavera customers and many others. Since then, we have integrated with the different versions of Sage up to the current one. We tie jobs, vendors, commitments and changes, as well as owner contracts and changes, payment holds, and insurance.