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Send a Completed Submittals Import Template to Procore

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NOTE TO SUPERUSERS:

Effective June 20, 2018, new Procore users are being encouraged to create submittals using the steps in Submittal Builder: Generate Submittals from Specifications. For customers who require the Microsoft Excel import process, they must now use the request process in this article. They can then be provided with the instructions in Update the Submittals Import Template.

  1. Upon receipt of an import request, the Procore Import Team must:
    1. Verify that the user account has the appropriate permission to request a data import.
    2. Verify that the user has properly completed all of the import template requirements.
      IMPORTANT!  Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. If errors are found, return the template to the end user for correction.
    3. Convert the XLSX file to the required CSV (UTF-8) format before performing the 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 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 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, it is recommended that you use the Submittal Builder in the Specifications tool. See Submittal Builder: Generate Submittals from Specifications. If you would prefer to import your submittals from a Microsoft Excel spreadsheet, you can import your submittals through the Procore Imports App or submit a request to our Procore Import Team at imports@procore.com. 

If you want to expedite the import process, perform your own submittals import using the Procore Imports App.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Submittals tool. 

Steps​

  1. Download the Microsoft Excel template: import-submittals.xlsx
  2. Fill out your template by following the instructions in Prepare Submittals for Import.
  3. Send an email request to: imports@procore.com.
    Notes:
    • In your email's 'Subject' line, include your project's name and ID. See How do I find the project ID?
    • Attach the completed submittals import template to your email message.
  4. A member of the Procore Import Team will contact you once the import is complete.
  5. Verify the data imported is correct.