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 any Procore Import Template that you submit to Procore, 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, users with 'Admin' level permission to the Company or Project level tool can import data. Users with access to Windows 7 or newer can import cost codes, contacts, locations, punch items, and submittals through the new Procore Imports App. Download it here.
|COMPANY LEVEL IMPORTS|
|ADMIN: Tiered Segment Items (Cost Codes) 1||Prepare Segment Items for Import to the Procore Imports App||import-cost-codes.xlsx|
|ADMIN: Tiered Segment Items (Custom Segments) 1||Prepare Segment Items for Import to the Procore Imports App||import-segments-tiered.xlsx|
|ADMIN: Flat Segment Items (Cost Types or Custom Segments) 1||Prepare Segment Items for Import to the Procore Imports App||import-segments-flat.xlsx|
|DIRECTORY||Prepare Users & Vendors for Import to the Procore Imports App||import-users.xlsx
|ERP INTEGRATIONS||Integration by Procore: Request to Import Custom Cost Types for Viewpoint® Spectrum®||import-spectrum-cost-types.xlsx|
1 In Procore's Work Breakdown Structure, company level segments that can be imported include cost codes, cost types, and custom segments. See What are segments and segment items?
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.
4 The budget import template contains two worksheets: (1) A worksheet for importing budget line items and (2) A worksheet for importing budgeted production quantities. To learn more, see What are 'production quantities'? and Update the 'Budgeted Production Quantities' Worksheet. It also contains columns for adding Advanced Forecasting Curves. See Configure Settings: Budget and Apply Advanced Forecasting Curves.
5 The Client Contracts tool is available to customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
6 The Funding tool is available to customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?
7 In Procore's Work Breakdown Structure, project level segment items that can be imported include cost codes, cost types, sub jobs, and custom segments. See What are segments and segment items?
8 Lets you customize the delimiter. A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data. See What are the requirements for importing SOV line items from CSV?
Tools: Tutorials for Import Request
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 request a data import if they do not have access to Windows 7 or higher.
|ADMIN: Segment Items||Request to Import Segment Items for WBS|
|ADMIN: Locations||Request a Multi-tiered Locations Import|
|DIRECTORY||Request Company and People Imports|
|PUNCH LIST||Request a Punch List Import|
|SUBMITTALS||Send a Completed Submittals Import Template to Procore|
Procore Drive Bulk Uploads
|PROCORE DRIVE UPLOADS|
|DOCUMENTS||Upload Files into a Folder in Procore Drive|
|EMAILS1||Bulk Import Emails using Procore Drive|
|PHOTOS||Upload Photos to an Album in Procore Drive|
|SCHEDULE||Integrate a Microsoft Project Schedule using Procore Drive|
1 Bulk uploads of emails is limited to the desktop version of Microsoft Outlook.
Data Imports: Third-Party Integrations
There are a handful of data integration tools that can leverage the Procore API to perform simple data imports for many of the tools in Procore.
Note: These tools are not managed by Procore at this time.
- Zapier® is a self-service middleware connector that allows clients to solve simple tasks by tapping into other apps such as Trello®, Slack®, Asana®, etc. The most common use cases include Importing RFIs, Projects, and Contacts from Google Sheets/Excel® into Procore. More info can be found via this link.
- Similar solutions include Azuqua®, RatchetX®, and others.
- For a list of all integrations, click here.
Procore Professional Services can be engaged to deliver custom data migrations that meet your needs. Previous projects include RFI, Submittal, and Insurance migrations. If you are interested in learning more, please reach out to your Procore contact for more information.