Pre-Construction Handoff to Procore and the ERP

Aquifer is a bi-directional data integration platform. With each connector, you get access to pull data out as well as push data in. In this use case, Aquifer connects your pre-construction CRM, your project management tool, and your ERP to reduce the manual work required to set up a new project on won bids. This same automation can be used to keep projects up to date between tools.

Summary

• When project is set to closed won, Aquifer will extract relevant project data to be synced over to relevant operational systems
• Create project ID in Sage and sync that back to Unanet CRM and Procore
• Create project, and assign all personnel with proper titles, roles, and responsibilities in of Procore