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Procore

Import Punch List Items into your Project Level Punch List Tool (Procore Imports)

Objective

To import punch list items into your Punch List tool with Procore Imports.

Background 

You can use the Procore Imports app to self-import your punch list items in bulk to your Project's Punch List tool. This will add as many punch list items to your project as you need without having to manually add each punch list item in Procore.

Things to Consider 

  • Required User Permissions: 
    • 'Admin' level permission on the project's Punch List tool.
    • 'Admin' level permission on the project's Admin tool.
    • 'Standard' level permission or higher on the project's Directory 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 punch list items. Your import will not edit or delete any existing punch list items in your project.

Prerequisites 

  1. Prepare and format your punch list items for import to Procore. See Prepare Punch List Items 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 punch list items into.
  2. Click Continue.
  3. Under the 'Punch' section, click Add New Punch Items.
  4. Choose from the following options:
  5. Choose Select Template File to upload an XLSX or CSV file of your punch list items from your local device.
  6. Click Process.
  7. Review your punch list items.
    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 punch list by typing your project's name in the text field and clicking Proceed.
  10. Click Finish.

 

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