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Download the Company or User Import Template

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 any Procore Import Template that you submit to Procore, it will be returned to you for correction. Please note that the import process may take up to 72 hours to process.

 

Objective

To download the company or user import template from the Directory tool. 

Background

If you have been granted the required user permissions for the Directory tool, you can submit a request to Procore to import vendor records (a.k.a., a 'company import') or user records (a.k.a., a 'user import') to the Company or Project level Directory tool. However, before you submit your request, you must first download a copy of the desired import template as described below. Once you've downloaded the desired template, you must also update it as described in Update the Company Import Template or Update the User Import Template. After your import template is updated, you can then follow the steps in Send a Company or User Import Template to Procore.

Things to Consider

  • Required User Permission:
    • To download a template from the Company Directory, 'Admin' level permission on the Company Directory.
    • To download a template from the Project Directory:
      • 'Admin' level permission on the Project Directory.
        OR
      • 'Standard' level permission on the Project Directory and the 'Request Company and People Imports' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
    • Additional Information:
      • Both templates are downloaded in the Microsoft Excel (XLSX) file format. 

Demo

The following example shows you how to download one of the available import templates from the Company Directory. Although not shown below, the steps are exactly the same for the Project Directory. 

template-download-xlsx.gif

Steps

Depending upon what you want to import, follow the appropriate steps below. 

Download the User Import Template

  1. Navigate to the Company or Project level Directory tool.
    This reveals the Company Directory or Project Directory page.
  2. Under Import People, click Download Template.

    people-download-template.png

    The system downloads a file named 'import-directory-users_XXXX.xlsx' to the download location specified by your computer's web browser settings. In addition:
    • If downloading a template from the Company Directory, your company account's company ID number is appended where the XXXX appears in the above file name. 
    • If downloading a template from the Project Directory, your project's ID number is appended where the XXXX appears in the above file name. 

Download the Company Import Template

  1. Navigate to the Company or Project level Directory tool.
    This reveals the Company Directory or Project Directory page.
  2. Under Import Companies, click Download Template.

    companies-download-template.png

    The system opens a file named 'import_template_users_XXXXX.xlsx'  in your computer's web browser. In addition:
    • If downloading a template from the Company Directory, your company account's company ID number is appended where the XXXXX appears in the above file name. 
    • If downloading a template from the Project Directory, your project's ID number is appended where the XXXXX appears in the above file name. 

Download Existing Vendors for Import

If you want to download a list of existing vendors from an existing Company or Project level Directory so you can update your vendors contact or bidding information in bulk, use the steps below. 
Important! If you download a list of existing vendors, you will need to manually move the required data from the download file detailed below. You will also need to manually move that and format that data into the required import template as described in Update the Company Import Template.

  1. Navigate to the Company or Project level Directory tool.
    This reveals the Company Directory or Project Directory page.
  2. Under Import Companies, click Download Existing Vendors for Import.

    download-existing-vendor.png

    The system downloads a file named 'import_template_users_XXXXX.xlsx' to the download location specified by your computer's web browser settings.
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