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Update Contacts in your Company Level Directory Tool (Procore Imports)

Objective 

To update imported contacts (i.e., users or vendors) in your Company Directory with Procore Imports.

Things to Consider 

  • Required User Permission: 'Admin' level permissions on the Company's Directory tool.
  • Additional Information:
    • This feature is only available on Windows 7 or higher. 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! As a best practice, Procore recommends that you import 'user' contacts before 'vendor' contacts.

Steps 

  1. In your Procore Imports App, on the "Companies & Projects" page, select the company you want to update imported contacts in.
  2. Click Continue.
  3. Under the 'Users' or 'Vendors' sections, choose from the following options:
    • Add or Update Existing Users: Select this option to import new users or update the list of existing users in your company.
      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 or Update Existing Vendors: Select this option to import new vendors or update the list of existing vendors in your company.
      Note: In Procore, a "vendor" is another company or entity that your company interacts with during a project.
  4. Choose from the following options:
    • Download for backup: Select this option to save the existing list of contacts to your local device.
    • Download for modification: Select this option to open, fill out, edit, and save an excel template for your contacts. See Prepare Contacts for Import to the Procore Imports App.
    • I am ready to update my contacts: Select this option to upload a completed XLSX or CSV file of your contacts to Procore.
  5. Choose Select Template File to upload the XLSX or CSV file of contacts from your local device.
  6. Click Process.
  7. Review your contacts.
    Notes: 
    • 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.
    • If you attempt to import a contact that already exists, you will be asked whether or not you want to overwrite the existing contact with the import's information.
  8. Choose from the following options:
    • Save records to computer: Select this option to save your records as an XLSX or CSV 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 company'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.