Import Sage 300 Construction and Real Estate projects, estimates, and contracts into Sage Construction Management

You can now import Sage 300 Construction and Real Estate projects, including customers, estimates, and contracts, directly into Sage Construction Management.

Details

A new import option allows you to bring Sage 300 Construction and Real Estate project data into Sage Construction Management through a guided workflow. During import, the system validates project and customer information, creates the project and related records, and automatically generates associated financial and contract data based on the Sage 300 Construction and Real Estate estimate and contract structure.

This import process:

  • Ensures the project does not already exist in Sage Construction Management

  • Verifies whether the customer exists and adds it if needed

  • Creates the project number and title

  • Adds the user’s firm and customer to the Project Directory

  • Creates job cost codes (JCCs) based on the referenced estimate

  • Creates a prime contract using the imported data

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Posted April 02, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.