Procore Imports

Procore Imports is a free, desktop software program that you can download and install on a computer running Windows 7 or higher. It's designed to give individuals a convenient method for importing large sets of data to Procore. To install Procore Imports on your Windows computer, see the Procore Imports Setup Guide.

Better control of your data
Ability to manage and update data
Faster imports
Built-in validations
Bulk upload cost codes, cost types, sub jobs, and other custom segment items to Work Breakdown Structure ¹
Bulk upload contacts, multi-tiered locations, punch items, segment items ¹, and submittals to your Procore projects

¹ To import segment items to your Work Breakdown Structure, you must have the WBS version of the Procore Imports app. See Setup Guide.

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Company Admin (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
LEGACY Import Cost Codes into the Company Level Admin Tool
NEW Import Segment Items into your Company Level Admin Tool
Prepare Cost Codes for Import to the Procore Imports App

Company Directory (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Users & Vendors into your Company Level Directory Tool
Prepare Users & Vendors for Import to the Procore Imports App
Update Users & Vendors in your Company Level Directory Tool

Project Admin (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Locations into your Project Level Admin Tool
Import Segment Items into your Project Level Admin Tool
Prepare Segment Items for Import to the Procore Imports App

Project Directory (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Users & Vendors into your Project Level Directory Tool (Procore Imports)				¹
Prepare Users & Vendors for Import to the Procore Imports App				¹
Update Users & Vendors in your Project Level Directory Tool (Procore Imports)				¹

¹'Admin' level permission is required on the Company level Directory tool to complete this function.

Project Schedule (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Schedule Tasks into your Project Level Schedule Tool (Procore Imports)
Prepare Schedule Tasks for Import to the Procore Imports App

Punch List (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Punch List Items into your Project Level Punch List Tool				^1,2
Prepare Punch List Items for Import to the Procore Imports App				^1,2

¹'Admin' level permission is required on the Project level Admin tool to complete this function.

²'Standard' level permission or higher is required on the Project level Directory tool to complete this function.

Submittals (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task	None	Read Only	Standard	Admin
Import Submittals into your Project Level Submittals Tool (Procore Imports)
Prepare Submittals for Import to the Procore Imports App

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Schedule Tasks

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Locations into the Project Admin Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Locations into the Project Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Locations into the Project Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Locations into the Project Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Locations into the Project Admin Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Segment Items into the Company Level Admin Tool

Import Locations

Import Users into the Company Level Directory Tool

Import Companies into the Company Level Directory Tool

Import Submittals

Import Punch Items

Import Schedule Tasks

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Cost Codes into the Admin Tool

Import Users into the Directory Tool

Import Companies into the Directory Tool

Import Locations into the Project Admin Tool

Import Submittals into the Project Submittals Tool

Import Punch Items into the Project Punch List Tool

Below are the notable changes to Procore Imports.

Recent Changes

1.5.4 (11/14/2024)

Add translations for Polish, French, Chinese and Japanese
Katakana transliterations are added to Kanji characters found in Excel sheet when importing

1.5.3 (07/16/2024)

Fix an issue with Japanese translation

1.5.2 (05/03/2024)

Fixed a performance issue with project dropdown when a company has many projects

1.5.1 (04/16/2024)

Fix an issue with Japanese translation
Fix an issue with Portuguese translation
Performance improvement

1.5.0 (12/18/2023)

Support for Japanese language
Fixed issue related to Schedule tool

1.4.9 (09/27/2023)

New bobcat package version, 2.2.11
TLS 1.2
Bug fixes and performance improvements

1.4.8 (01/31/2023)

Possibility to upload Schedule import file to the Documents tool in the Schedules folder
Fix Vendors import with certain Companies

1.4.7 (01/25/2023)

Sign Imports tool by new trusted certificate
Improve translations