Import Materials to the Materials Tool

Objective

To import a list of materials to the Materials tool.

Background

When managing your materials, you can import a list of the required materials to the Materials tool.

After you import your materials, a needs document is automatically created, and you can create shipments and receipts to track orders placed outside of Procore. Alternatively, you can create an adjustment to add quantities of imported materials to your inventory.

Lastly, you can create materials requests and issue materials directly from your needs document.

Things to Consider

• Required User Permissions
• If you want to add quantities to your upload, you must first upload the list of materials, then create an Adjustment to add quantities.

Prerequisites

• Prepare Materials for Import

Steps

1. Navigate to the project's Materials tool.
2. Click the Import Data tab.
3. Click Select File and select the prepared Materials import template. Then click Open.
   OR
   Drag and drop the prepared Materials import template from your desktop to the 'Drag and Drop' section.
4. Click Start.

See Also

• Create an Adjustment
• Create a Materials Needs Document