IMPORTANT! In order to protect the integrity of your company’s data, Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. This restriction applies to all data modifications, including correcting typographical errors. If Procore determines that errors are present in the Procore Import Template that you submit, it will be returned to you for correction.
You can import a wide variety of data into Procore, which lets you control how your data will be populated in various tools. Each tool has different data requirements. Typically, most tools require your data to be properly formatted as a Microsoft Excel Open XML (XLSX) or Comma Separated Values CSV file. For more information about the data you can import for use with each tool, see Procore Import Templates.
Before starting the import process, its important to take a few preliminary steps to make sure your XLSX or CSV file is properly formatted. This ensures that the import process is completed successfully.