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Procore

Import Locations into your Project Level Admin Tool (Procore Imports)

Objective 

To import locations into your Project Admin tool with Procore Imports.

Background 

You can use the Procore Imports app to self-import your multi-tiered locations in bulk to your Project's Admin tool. This will add as many multi-tiered locations to your project as you need without having to manually add each location and sub-location in Procore. For additional information see What are multi-tiered locations?

Things to Consider 

  • Required User Permission: 'Admin' level permissions on the Project's Admin tool.
  • Additional Information:
    • This feature is only available on Windows 7 or higher. See Install Procore Imports.
    • This import can only be used to add locations. Your import will not edit or delete any existing locations in your project.

Prerequisites  

Steps 

  1. In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import locations into.
  2. Click Continue.
  3. Under 'Locations', click Add New Locations.
  4. Choose from the following options:
  5. Choose Select Template File to upload an XLSX or CSV file of your locations from your local device.
  6. Click Process.
  7. Review your locations.
    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. Confirm your decision to import your locations by clicking Finish.