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.
To request to have your company's or project's vendor list imported into Procore.
During the Procore implementation process (or at the beginning of a new project), a member of the Procore team can import your vendor/company data to the company's Directory tool. To request an import, a user with 'Admin' level permissions to the company's Directory tab will need to complete these steps:
After receiving your import data, your Procore point of contact reviews your submission to ensure the data is formatted properly and meets the import requirements. Your Procore point of contact then converts the XLSX file to the required Comma Separated Values (CSV) format and performs the import for you.
After the import process is complete, you can then log into Procore to validate that your data was imported as expected.
Enter one (1) full email address for the vendor/company. Typically, this is a general business email address (e.g., firstname.lastname@example.org). This field does not support the entry of multiple email addresses.
Enter one (1) full email address for the primary contact at the vendor/company. Typically, this is a person's email address (e.g., email@example.com). This field does not support the entry of multiple email addresses.
Important! The primary_contact must be an email address and the user associated with the email address must have a record in the Directory tool.
Enter the vendor/company trade (e.g., Concrete or Masonry). If there are multiple trades, use the pipe symbol (|) as a separator and include a single SPACE on either side of the pipe symbol (e.g., Concrete | Masonry).
(Note: To type the pipe symbol (|), hold down your keyboard's SHIFT key and then press the backslash (\) key (Tip! On most US English keyboards, the backslash key is directly above ENTER or RETURN. However, your keyboard may be different). Trades let you filter records in the Project Directory. See Add or Delete Trades. They and also let you quickly create bid lists with Procore's Bidding tool. See Export a Bid Package's Bid List to a PDF or CSV).