Raken's integration with Sage 300 CRE automatically syncs your Projects, Employees, Cost Codes, Classifications, and Pay Types between Sage 300 CRE and Raken every 30 minutes — eliminating the manual effort of managing payroll data across two systems. When it's time to process payroll, push completed time cards from Raken back to Sage 300 CRE with a click.

Quick Answer

The Sage 300 CRE integration is CS-managed via the Trimble AppXchange platform. To get started:

Contact your Customer Success Manager or email help@rakenapp.com to request access.
Your Raken integration specialist will confirm eligibility and schedule an intro call.

Sage 300 CRE integration requires the Performance Plan.

How It Works

The integration is built on the Trimble AppXchange platform, which connects Raken to Sage 300 CRE via a connector agent installed alongside your Sage instance. Once live, the following data syncs from Sage 300 CRE to Raken every 30 minutes:

JC Jobs & JC Job Extras — synced as Raken Projects
PR Employees — synced as Raken Workers
JC Job Cost Codes — synced as Raken Cost Codes (Labor type only)
PR Unions, Union Locals & Union Classes (concatenated) — synced as Raken Classifications
Pay IDs — synced as Raken Pay Types

For time card export, Sage 300 does not support direct API import — time cards are sent as a flat file to be manually imported by your payroll team. Your specialist walks you through this process during onboarding.

Data Mapping

The table below shows how data maps between Sage 300 CRE and Raken, and in which direction.

Sage 300 CRE	Raken	Direction
JC Jobs	Projects	Sage 300 → Raken
JC Job Extras (optional)	Projects	Sage 300 → Raken
JC Job Cost Codes	Cost Codes	Sage 300 → Raken
PR Employees	Workers	Sage 300 → Raken
PR Unions, Union Locals & Union Classes (concat)	Classifications	Sage 300 → Raken
Pay IDs	Pay Types	Sage 300 → Raken
Time Cards	PR Timecard Import	Raken → Sage 300 (manual import)

What to Expect During Onboarding

Your Raken integration specialist manages the full onboarding process. Here's what to expect:

Request & intro call — Your specialist confirms eligibility, walks through the integration data mapping, and agrees on next steps.
AppXchange workspace setup — Your specialist creates your AppXchange workspace and sends you an activation email.
Connector agent install — Your IT administrator installs the AppXchange Connector Agent alongside your Sage 300 CRE instance. Your specialist provides instructions and is available to assist via Zoom.
Data cleanup — Before connecting, your Raken data is aligned with Sage 300 records. Job Numbers in Raken must match the Sage 300 format (e.g., 1234/ for jobs, 1234/1 for Job Extras). Employee IDs must match Sage 300 employee numbers exactly. Your specialist guides you through this step.
Connection & initial sync — Your specialist connects Raken to the AppXchange cache and activates the data flows: Classifications → Employees → Projects & Cost Codes → Pay Types → Time Cards.
Data review — You review synced data together, confirm JC Job Cost Code mapping and Union/Classification concatenation, and clean up any duplicates or non-synced records.
Time card export test — You run a test time card export to confirm the flat file import into Sage 300 is working correctly.
Go live — Your team starts using the integration for their regular payroll process.

Troubleshooting & FAQ

Does the Sage 300 integration support Job Extras?

Yes, optionally. If you want Raken Projects to map to Sage 300 JC Job Extras (rather than just JC Jobs), your Raken Project Numbers should be formatted as 1234/1. Your specialist will discuss this option with you during the intro call.

How are Classifications handled in Sage 300?

Sage 300 does not have a single "Classification" field. Instead, Raken concatenates each employee's PR Union, Union Local, and Union Class into a single combined value that maps to the Raken Classification field. Your specialist will confirm this mapping during onboarding.

How does time card export work with Sage 300?

Sage 300 CRE does not support direct API import of time cards. Raken generates a flat file that your payroll team imports manually into Sage 300 using the PR Timecard Import module. Your specialist walks you through the import setup during onboarding.

Technical Specifications

Integration platform: Trimble AppXchange
Compatibility: Web app only (Raken side); Sage 300 CRE (active instance required)
Sync frequency: Every 30 minutes (inbound); manual flat file import (time card outbound)
Plan required: Performance Plan
Role required: Account Administrator
Onboarding: CS-managed

Considerations

Requires the Performance Plan and an active Sage 300 CRE instance.
Job Numbers in Raken must match the Sage 300 format (1234/) before connecting — your specialist will guide you through this.
IT access is required to install the AppXchange Connector Agent alongside your Sage 300 CRE instance.
Classifications are derived from the concatenation of PR Union, Union Local, and Union Class — not a direct field-to-field sync.
Time card export for Sage 300 is a manual flat file import — Sage 300 does not support direct API time card import.

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