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Send a Completed Company or User Import Template to Procore

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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.

 

Objective

To upload an updated company or user import template to the Company or Project level Directory tool.

Background

You can submit a request to Procore to import vendor or user records to the Company or Project level Directory tool. Use the steps below to initiate the request process. When finished, Procore will validate the data you submit, work with you to ensure it is formatted properly, and then complete the import process on your behalf. 

 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.
 Tip
If you have the import templates already filled out, you can expedite the import process by performing your own import using the Procore Imports app. See Import Users & Vendors into your Company Level Directory Tool (Procore Imports) for more information.

Things to Consider

Steps

  1. Navigate to the Company or Project level Directory tool.
  2. In the right pane, choose one of the following options:
    • Under Import Users, click Send Completed Template.
      This launches the email client application that is set up on your computer. 
      OR
    • Under Import Companies, click Send Completed Template.
      This launches the email client application that is set up on your computer.
      OR
    • If you have NOT configured a default email application for your computer's web browser, please email the completed template to imports@procore.com.
       Important

      Include your company and project name in the email's subject line.

  3. Send the email message.
    This sends the email message to imports@procore.com. A member of the Procore Import Team will then review your file to ensure that your data has been entered properly. After your file is validated, the import process will be performed for your company or project by the Procore Import Team.