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Procore

Request Company and People Imports

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

How to submit a request to Procore to import vendor or user records to the Company or Project level 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. Use the steps below to initiate the request process. When finished, Procore will validate the data you submit, work with you to ensure it is formatted properly, and then complete the import process on your behalf. 

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.

Things to Consider

Workflow

Click a box below to learn more about the required steps for requesting company and user imports. 

Steps

  1. Complete the tasks described in Manage Permission Templates.
    Important! You should always configure the permission templates that you plan to use in your company account prior to uploading a completed import file. 
  2. Complete the steps described in Download the Company or User Import Template.
  3. Ensure that your desired import data is correct and that your data is formatted exactly as described in:
  4. Continue with the steps described in Send a Company or User Import Template to Procore. 

See Also