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Procore

Update Contacts in your Company Level Directory Tool (Windows)

Objective

To update imported contacts (i.e., users or vendors) in your Company Directory with the Imports tool for Windows 10.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the Company's Directory tool.
  • Additional Information:
    • This feature is only available on Windows 10 version 16299 or higher. See Update the Windows App.
    • Imported contacts cannot be deleted; please carefully review your contacts before importing them into Procore.
    • Only files in CSV format that have been properly filled out are accepted by Procore's Imports tool. See How do I prepare my contacts for the Imports tool?
    • When importing contacts, you'll have the option to either import a CSV of 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 for Windows 10 App, on the "Companies & Projects" page, click on the company you want to update imported contacts for.
  2. On the "Tools" page, click Imports.
  3. Under "Directory", 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 How do I prepare my contacts for the Imports tool?
    • I am ready to update my contacts: Select this option to upload a completed CSV of your contacts to Procore.
      Note: Only files in CSV format that have been properly filled out are accepted by Procore's Imports tool. See Save your Excel Template as a CSV file.
  5. Choose Select CSV File to upload a CSV file of contacts from your local device.
  6. Review your contacts.
    Note: 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. See image below:

    2018-07-16_09-56-21.png
     
  7. Choose from the following options:
    • Save these records: Select this option to save your records as a CSV and return to complete the import process at another time.
    • Upload to Procore: Select this option to proceed with the import process.

      2018-07-16_10-59-31.png
       
  8. 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; please carefully review your contacts before importing them into Procore.