Purpose: The purpose of this document is to guide you through instructions on how to transfer budget information from Sage300CRE to InEight

About InEight Integration: This website was created to provide an easy to use interface where you can manually control syncing of data from Sage300 CRE into the InEight product

Who is this for: Team Members with Admin role 


  • Add project to InEight, the project ID and project external ID need to be the job number in Timberline. This controls the integration

  • URL for production: https://ineight.keeleycompanies.com/ 
    • Please note, this can only be accessed by those who have been added to the InEight AD group which right now is only Seth Knight
    • If you see a spinner for more than a few minutes, refresh the site
    • PLEASE READ: Running the transfer project will override the current estimates in the system, if you are just needed to add a WBS phase code please add manually via the InEight interface
  • Once on the site, use the search option to find your Project in InEight - this website will automatically update with the projects from InEight. If you do not see your project, please refresh
  • Select the transfer to InEight option (click only once, it will take a minute to run)
  • You will receive the following notification once the transfer has started, select okay

  • Log into InEight
  • Go to the project you synced by going to the hamburger at the top left, and selecting "All projects & organizations" then selecting the name of your project

  • Select the "Workspace" option under "Controls" from the left navigation

  • Use the right facing arrow across the top menu to navigate to the Audit Log

  • Select import history from the left navigation


  • Look for the CostItem to indicate complete


    • In the event that your sync fails there will be a down facing arrow next to your status that will give you a download of the failure, for budgets the most common issue is that you have not set up the accounting code(s) in the master dictionary. To correct complete the set up and re-run

  • Once complete, refresh your browser and then navigate back to CBS using the main navigation

  • Your information should now be populated, to see it in grid view change your view at the top to "Cost Categories and then slide over to the Cost categories: CE section