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.
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 information about the tools into which you can import data, see Procore Import Templates.
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.
If you are importing line items to the Client Contracts, Commitments, Direct Costs, Funding, or Prime Contracts tools, Procore users have the option to choose the character used as a delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. This supports Procore clients who work in regions where a comma (,) is used to represent a decimal symbol and the list separator is generally set to a semicolon (;). To learn more see one of these tutorials: