Automate Sage 300 CRE (Timberline)
Integration & Workflows
Automate Sage 300 CRE integration with Procore, field apps, and other systems—even without an API. We specialize in construction ERP automation using file-based integration, RPA, and custom middleware to connect your legacy accounting system to modern field tools.
The Power of Integration
Real results from businesses that automated their Sage 300 CRE (Timberline) workflows
Eliminated manual data entry from field systems
Field data flows to accounting within hours, not days
Automated validation eliminates keying errors
Reduced AP processing and payroll reconciliation costs
The Manual Integration Challenge
Common problems businesses face without automated Sage 300 CRE (Timberline) integration
No Modern API
Sage 300 CRE runs on Pervasive SQL with no web API. Standard automation tools like Zapier simply don't work with this system.
Field-to-Office Disconnect
Your crews use Procore or PlanGrid in the field, but that data has to be manually re-entered into Sage 300 CRE for job costing.
Manual Invoice Entry
AP clerks spend hours keying subcontractor invoices into Sage. One wrong GL code means hours of reconciliation.
Payroll Data Entry
Union payroll with certified payroll reports requires precise data. Manual timecard entry from the field creates errors and delays.
AIA Billing Complexity
Progress billing (G702/G703) requires pulling data from multiple sources. Manual assembly is tedious and error-prone.
On-Premise Limitations
Sage 300 CRE sits behind your firewall. Cloud tools can't reach it without specialized middleware or VPN configurations.
What We Connect Sage 300 CRE (Timberline) With
Seamlessly integrate Sage 300 CRE (Timberline) with your existing business systems
Procore
Sync daily logs, time entries, change orders, and budget data between Procore and Sage 300 CRE automatically.
PlanGrid / Autodesk Build
Connect field documentation and punch lists to your accounting system for complete project visibility.
Buildertrend
Residential builders can sync customer invoices, change orders, and selections to Sage job costing.
Time Tracking Systems
Busybusy, ExakTime, or mobile time apps sync directly to Sage payroll with union code mapping.
Document Management
Automatically attach subcontractor invoices, lien waivers, and contracts to Sage AP records.
Excel & Reporting
Extract Sage 300 CRE data to Excel, Power BI, or custom dashboards without manual exports.
Integration Capabilities
Everything we can automate with Sage 300 CRE (Timberline) integration
File-Based Integration
We configure automated CSV/XML import routines that Sage 300 CRE natively supports, bypassing the need for unavailable APIs.
- No API required—uses native import
- Scheduled pickup directory automation
- Format validation before import
- Error logging and notifications
RPA Data Entry
For processes without import options, our RPA bots log into Sage 300 CRE and enter data exactly like your staff would—but faster and error-free.
- Works with any Sage 300 CRE screen
- Handles complex multi-step processes
- Runs unattended 24/7
- Full audit trail of all entries
AP Invoice Automation
Subcontractor invoices are captured, validated against POs and budgets, and entered into Sage AP automatically.
- AI-powered invoice data extraction
- PO and budget matching
- GL code assignment rules
- Approval workflow integration
Payroll Integration
Field time data flows into Sage payroll with proper job, cost code, and union classification mapping.
- Union code translation
- Certified payroll support
- Overtime calculations
- Multi-state compliance
Job Cost Sync
Keep job costs updated in real-time by syncing committed costs, actual costs, and budget changes from field systems.
- Real-time cost visibility
- Change order tracking
- Budget vs. actual reporting
- Forecasting data sync
Progress Billing Automation
Automatically assemble AIA G702/G703 billing packages from Sage data, including schedule of values and retention.
- Schedule of values sync
- Retention tracking
- Automated G702/G703 generation
- Lien waiver collection workflows
Success Stories
Real businesses that automated their Sage 300 CRE (Timberline) integrations
Commercial Contractor: Procore to Sage 300 CRE Integration
A $50M commercial contractor was spending 25+ hours weekly re-entering field data into Sage 300 CRE. We automated the flow of time entries, daily logs, and change orders from Procore to Sage. AP invoices now route through an approval workflow and enter Sage automatically. The CFO now has real-time job cost visibility instead of waiting for month-end.
25 hours/week eliminated
Real-time job costing
98% AP automation rate
$65K annual savings
Specialty Contractor: Union Payroll Automation
A specialty contractor with union crews across 3 states struggled with timecard entry and certified payroll. We integrated their mobile time tracking app with Sage 300 CRE payroll, automatically mapping union codes and prevailing wage rates. Certified payroll reports now generate automatically.
15 hours/week saved on payroll
Zero payroll entry errors
Automated certified payroll
Multi-state compliance
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Sage 300 CRE (Timberline) integration
How do you integrate with Sage 300 CRE without an API?
Sage 300 CRE supports file-based imports (CSV, XML) for many modules including AP, AR, Payroll, and Job Cost. We build automated pipelines that format data correctly, drop files into monitored directories, and trigger imports automatically. For screens without import support, we use RPA bots that interact with the Sage interface directly.
Can you connect Procore to Sage 300 CRE?
Yes, this is one of our most common integrations. We pull data from Procore's API (daily logs, time entries, budget changes, commitments) and transform it into Sage 300 CRE's import format. The result is automated job costing, timecard entry, and commitment tracking without double data entry.
Does this work with Sage 300 CRE hosted in the cloud?
Absolutely. Whether your Sage 300 CRE is on-premise, hosted by a provider like Rightworks, or in a private cloud, we can integrate. For hosted environments, we typically work with your provider to set up secure file transfer or RPA access.
What about union payroll and certified payroll reports?
We specialize in construction payroll complexity. Our integrations handle union classification codes, prevailing wage requirements, and certified payroll report generation. Time data from the field is mapped to the correct union codes and job cost codes before entering Sage.
How do you handle the security of our financial data?
All integrations run within your network or secure cloud environment. We use encrypted file transfers (SFTP), secure RPA execution with audit logging, and follow your IT security policies. We don't store your financial data—we just move it between systems securely.
What if we use third-party add-ons like HH2 or CMiC?
We work alongside existing Sage 300 CRE add-ons and connectors. If you're using HH2 for field time, we can integrate with that instead of replacing it. Our goal is to fill gaps in your current setup, not force you to change what's working.
How long does implementation take?
Most Sage 300 CRE integrations take 4-8 weeks depending on complexity. A simple AP automation might be live in 3 weeks, while a full Procore-to-Sage integration with payroll takes 6-8 weeks. We start with a discovery phase to map your exact requirements and data flows.
What happens if something goes wrong with an import?
All imports include validation checks before data enters Sage. If a record fails validation (missing job code, invalid GL account, etc.), it's flagged for review rather than creating bad data. You get immediate notifications of any issues, with clear error messages showing exactly what needs to be fixed.
Ready to Automate Sage 300 CRE?
Get a free assessment showing exactly how we'll connect Sage 300 CRE to your field systems. We'll map your data flows, identify automation opportunities, and provide a custom integration plan.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap