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Bulk Import Emails

Objective

To bulk import emails from an Outlook email to Procore's Emails tool via Procore Drive.

Background

Users can bulk import emails from Outlook's desktop application into Procore Drive. This allows users to skip having to include the project's email address on each relevant correspondence that takes place outside of Procore.

Things to Consider

  • Required User Permission:
  • Limitations:
    • Procore support email imports only from the desktop version of Microsoft Outlook.
    • Procore does not support imports from web-based versions of Microsoft Outlook (e.g., outlook.com).
  • Requirements:
    • The project's Emails tool must be enabled in the Procore web application in order for the Emails tool to be available to Procore Drive users
  • Considerations:
    • All email attachments are stored with imported messages and can be accessed from the Procore web application by users assigned the appropriate permissions level to the Emails tool. 
    • The email address of the user performing the import action is recorded in Procore.

Prerequisites

  1. Download the latest version of Procore Drive on your computer: See Setup Guide.
  2. Enable the Emails tool on your project.

Steps​​

  1. Open Procore Drive.
  2. Navigate to the Emails tool.
  3. Navigate to the desktop version of Outlook.
  4. Select the emails you would like to import into Procore.
  5. Drag and drop the emails from Outlook into the drop zone of the Emails tool in Procore Drive.
    (Note: This will update in real time to the Emails tool on the web app where you will be able to view your imported emails. You will not be able to view imported emails in Procore Drive.)

See Also

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Last modified
13:09, 19 Jul 2017

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