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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 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.

 

Objective

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

Background

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 imports@procore.com. 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. 

Steps​

  1. Ensure that you have 'Admin' level permission on the projects Submittals tool. 
  2. Download a submittals import template:
  3. After completing the required data entry on template, you may submit a request to your Procore point of contact or email imports@procore.com.
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