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.

The Contracts tab has been renamed to Projects, Estimates & Contracts and includes a link to import Sage 300 Construction and Real Estate projects, estimates, and contracts.

The import workflow ensures the project does not already exist in Sage Construction Management, verifies whether the customer exists and creates it if needed, by adding the following:

  • The project number and title

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

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

  • A prime contract using the imported data

How it works

  1. Log in to Sage Construction Management as an Administrator.

  2. Go to Accounting Link and select the Projects, Estimates & Contracts tab.

  3. Select Import Sage 300 CRE Projects, Estimates & Contracts.

    Accounting Link page showing Projects, Estimates and Contracts tab with sections for prime contract posting status, item status, and Sage 300 CRE import links.

  4. Select Sage 300 CRE Project and Sage 300 CRE Customer from the dropdowns and select Next.

    Import step to select Sage 300 CRE project and customer fields before proceeding to the next step.

  5. Enter the Project #, Title, and Contract #, the General Information, and the Issued by Client details, and select Next.

    Project import step 2 form showing project number, title, prime contract, issue date, status, contract type, and client company selection.

  6. The job cost codes are based on the referenced estimate. Select the required cost codes and select Next.

    Import projects step 3 page showing prime contract details and a cost codes table with selected codes and descriptions like general conditions and coordination.

  7. Add the cost budget and prime contract amount, select the cost codes, and select Next.

    Import projects step 4 page showing prime contract details and a cost budget table with cost codes, descriptions, and editable amount fields.

  8. Select Close.

    Import projects Step 5 page with confirmation popup stating “Import Project and Estimate” and message “Prime Contract Budget has been saved successfully,” above a contracts list.

    The project has been imported.

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Posted July 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.