Shackleton for Sage 300 CRE
Sage 300 CRE runs the books for a lot of general contractors, and it’s not going anywhere. Shackleton works alongside it: your project team manages commitments and change orders in Shackleton, and the accounting entries land in Sage against the right job and cost code.
| In Shackleton | Becomes | In Sage 300 CRE |
|---|---|---|
| Projects | Jobs | |
| Cost codes | Cost codes and categories | |
| Subcontractors | Vendors | |
| Commitments | Commitments | |
| Change orders | Commitment change orders |
What the Sage 300 CRE integration does
Your project team works in Shackleton. Your accounting team keeps working in Sage 300 CRE. Here’s what stays in step between them.
Jobs and cost codes
Shackleton projects use the same job numbers and cost code structure you already keep in Sage.
Vendors and subcontractors
Subcontractors in Shackleton are matched to their Sage vendor records, so nobody is set up twice.
Commitments
Subcontracts and purchase orders written in Shackleton carry over as Sage commitments.
Change orders
Approved change orders update the commitment in Sage, so committed cost stays current.
Job cost visibility
Field and project activity in Shackleton ties back to the same cost codes your accountants report on.
Up and running in three steps
- 1
Connect your account
Authorize the connection from Shackleton. Our team is on the call with you for the first one.
- 2
Match your records
Line up projects, vendors and cost codes with what’s already in your books. You only do this once.
- 3
Work in Shackleton
Your team runs the job in Shackleton, and the accounting records flow to your books on their own.
Common questions
About connecting Shackleton and Sage 300 CRE.
Does Shackleton replace Sage 300 CRE?
No. Sage stays your accounting system of record. Shackleton is where your project team works, and the integration keeps both in step.
Do we have to change our job or cost code structure?
No. Shackleton uses the jobs and cost codes you already have in Sage, so your reports keep working the way they do today.
Who sets the integration up?
Our team sets it up with your accounting team during onboarding, including matching your existing projects and vendors.
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See Shackleton with Sage 300 CRE
We'll walk you through the integration using your own workflow.