Import Users & Vendors into your Project Level Directory Tool (Procore Imports)

Objective 

To import user and vendor contacts into your Project Directory with Procore Imports.

Background 

Procore's Project level Directory tool stores all of your project-specific contact information. Contacts can be employees, project team members, or other business entities, such as subcontractors or vendors. A user assigned 'Admin' level permissions to this tool can add a contact strictly so their information is available for use in Procore or they can invite contacts to join Procore and log into the system. 

Things to Consider 

• Required User Permission: 
  • 'Admin' level permissions on the Company's Directory tool.
    Note: Granular Permissions are not supported in the Procore Imports application.
• Additional Information:
  • This feature is only available to computers running Windows 7 or newer. See Install Procore Imports.
  • Imported contacts cannot be deleted so please carefully review your contacts before importing them into Procore.
  • When importing contacts, you'll have the option to either import new 'users' or new 'vendors,' which are defined as the following:
    • User: In Procore, a "user" is an individual person who will be logging into Procore, such as your employee or an employee of another company who will be accessing your project.
    • Vendor: In Procore, a "vendor" is another company or entity that members of your company interact with during a project.
  • Important! If you are wanting to add both new users and new companies to associate them with, it is recommended to import users first to create the association with their company. Once you have imported your users, then click the Add or Update Existing Vendors button to Download for Modification the partially completed vendor template file. Fill in the rest of the companies information and then import the file to complete the process.

Videos

Prerequisites

Prepare Users & Vendors for Import to the Procore Imports App

Steps 

1. In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import users or vendors into.
2. Click Continue.
3. Under the 'Users' or 'Vendors' sections, choose from the following options:
   • Add New Users: Select this option to import a list of users to your project.
     Note: In Procore, a "user" is an individual person who will be logging into Procore, such as your employee or an employee of another company who will be accessing your project.
   • Add New Vendors: Select this option to import a list of vendors to your project.
     Note: In Procore, a "vendor" is another company or entity that your company interacts with during a project.
4. Choose from the following options:
   • Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your users or vendors. See Prepare Users & Vendors for Import to the Procore Imports App.
   • Skip this step: Select this option to upload a completed XLSX or CSV of your contacts to Procore.
5. Choose Select Template File to upload an XLSX or CSV file of contacts from your local device.
6. Click Process.
7. Review the import.
   Note: If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.
8. Choose from the following options:
   • Save records to computer: Select this option to save your records as an XLSX or CSV file and return to complete the import process at another time.
   • Import to Procore: Select this option to proceed with the import process.
9. In the "Import Records" window, click Proceed.
10. Confirm your decision to import your contact list by typing your project's name in the text field and clicking Proceed.
    Important! Imported contacts cannot be deleted so please carefully review your contacts before importing them into Procore.
11. Click Finish.