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Request a Submittals Import

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. 

 

Objective

To submit a request to Procore to bulk-import a list of submittals to the Project level Submittals tool.

Background

If you need to add a large number of submittals to a project, you can save data entry time by importing submittals to Procore using the Submittals import template. To get started, download the appropriate import template from one of the articles below. Then update it with the data to import. After completing the update, send an email request (and include the completed template as attachment) to support@procore.com. Your Procore point of contact will validate the data and import it for you. 
Tip! For best results, review all of the information in this article and add as much information as possible to the template before submitting your import request.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Submittals tool. 

Steps​

Depending upon how your company has configured the Submittals tool, you'll want to download the appropriate Procore Import Template:

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Last modified
14:32, 28 Feb 2017

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