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How do I prepare my data for import into Procore?

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. Please note that the import process may take up to 72 hours to process.

 

Answer

You can import a wide variety of data into Procore, which lets you control how your data will be populated in various tools. Each tool has different data requirements. Typically, most tools require your data to be properly formatted as a Microsoft Excel Open XML (XLSX) or Comma Separated Values CSV file. For more information about the data you can import for use with each tool, see Procore Import Templates

General Import Considerations

Before starting the import process, its important to take a few preliminary steps to make sure your XLSX or CSV file is properly formatted. This ensures that the import process is completed successfully. 

  • Import Template:
    • You must submit your completed template to Procore in XLSX or CSV format.
    • You must input your user data using the column headers and column order defined in the template. To avoid import errors, do NOT add blank columns and do NOT add new data columns.
  • Considerations for Row Data:
    • Each row in the table corresponds to an individual record. There is no limit to the number of rows you can import. However, rows must not be blank.
    • Each row must include the information specified in the import template for each column header.
    • Remove all special/hidden characters and text from the file. If you used a cut-and-paste operation to move data between Microsoft Word and Excel, you may have inadvertently pasted hidden characters and text into your file. This can interfere with the import process and often leads to import errors.
      • '  (single quote) 
      • "  (double quote)
      • 1/2 (forward slash)
      •  (dash)
      • ,  (comma) 
    • To avoid import errors, clean your file before submitting it to Procore. To clean your file, first copy-and-paste your spreadsheet data into Notepad. Next, copy the text in Notepad and then paste it into the XLSX or CSV template. Ensure that data is pasted into the appropriate column order.
  • Considerations for Column Data:
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Last modified
12:36, 13 Feb 2017

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