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Update Contacts in your Project Level Directory Tool (Windows)

Objective

To update imported contacts (i.e., users or vendors) in a Project 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 project 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 project.
      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 project.
      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 project'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.