Skip to main content

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 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.



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


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 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. 


  1. Ensure that you have 'Admin' level permission on the projects Submittals tool. 
  2. Download a submittals import template:
    • If you are familiar with the process of importing data into a program using a CSV file:
      You can download a CSV version of the template from the Procore web application. For instructions, see Download the Submittals Import Template (CSV). With this method, the system identifies your company's configuration settings for the project's Submittals tool and creates a CSV file with the required column headers that exactly match your existing Submittals fields. To learn more about the fields you need to complete, see Import Submittals.
    • If you are unfamiliar with the process of importing data into a program using a CSV file:
      Procore has created a detailed version of the template in the Microsoft Excel (XLSX) format. You will need to know how you have configured the approval process on your project. Then follow the steps in Import Submittals.
  3. After completing the required data entry on template, you may submit a request to your Procore point of contact or email

Next Steps