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Procore Import Templates

IMPORTANT! In order to protect the integrity of your company’s data, Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. This restriction applies to all data modifications, including correcting typographical errors. If Procore determines that errors are present in the Procore Import Template that you submit, it will be returned to you for correction. Please note that the import process may take up to 72 hours to process.

 

 

Tools: Tutorials and Import Template Downloads

If your company's Procore Administrator has successfully implemented Procore in your environment, users with 'Admin' level permission to the Company or Project level tool can either import data to a tool or request to have Procore import data to a tool. Please note that for the 'Tools' in the tables below, imports marked with a GREEN checkmark () require the following steps:

  1. An 'Admin' level user on the Procore tool must do the following:
    • Review the appropriate tutorial.
    • Download the appropriate Procore Import Template. 
    • Complete the data entry in the Procore Import Template.
      Note: Be sure to review the appropriate tutorial to ensure that the data you submit and the format of your template meets all of requirements. 
    • Send a request to import data to imports@procore.com.
      Note: Always include your completed import template as an attachment.
  2. Upon receipt of your request, a member of the Procore Customer Support team will do the following:
    • Verfiy that your user account has the appropriate permission to request a data import.
    • Verify that your completed Procore Import Templates satisfies all the import requirements. 
      Note: Keep in mind that Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. If errors are found, the template will be returned to you for correction. 
    • When all the requirements are satisfied, Procore will perform the data import for you. 

 

COMPANY LEVEL IMPORTS
TOOL IMPORT PERFORMED BY PROCORE TUTORIAL CSV XLSX
ADMIN Import Custom Cost Codes to a Company  None import-cost-codes.xlsx
DIRECTORY Import Users to the Company Directory users.csv import-directory-users.xlsx
DIRECTORY Import Vendors to the Company Directory To request a template, email: imports@procore.com To request a template, email: imports@procore.com
ERP INTEGRATIONS Request to Import Custom Cost Types for Spectrum None import-spectrum-cost-types.xlsx

 

PROJECT LEVEL IMPORTS
TOOL IMPORT PERFORMED BY PROCORE TUTORIAL CSV XLSX
ADMIN Import Cost Codes to a Project import-cost-codes.xlsx
ADMIN1   Import Spec Sections to the Admin Tool specification_sections.csv
ADMIN Request a Multi-tiered Locations Import locations.csv
BUDGET   Import a Budget CSV budget.csv
BUDGET2   Import a ProEst Estimate for the Budget SOV
DIRECT COSTS   Import Direct Costs import-direct-costs.csv import-direct-costs.xlsx
DIRECTORY Import Users to the Project Directory users.csv import-directory-users.xlsx
DIRECTORY Import Vendors to the Project Directory To request a template, email: imports@procore.com  
PUNCH LIST Import Punch List Items punch_items.csv import-punch-list.xlsx
SPECIFICATIONS3   Upload Specifications
SUBMITTALS Import Submittals (Sequential Approval) Download the Submittals Import Template (CSV) import-submittals-sequential.xlsx
SUBMITTALS Import Submittals (Parallel Approval) Download the Submittals Import Template (CSV) import-submittals-parallel.xlsx

1 Use this import method only if your company has NOT enabled the Specifications tool on a project.

2 Use this import method only when your company is using the ProEst integration.  See ProEst

3 If your company has enabled the Specifications tool on a project, you will upload your specifications directly into Procore. See Upload Specifications

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Last modified
16:37, 3 Aug 2017

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