Procore Import Templates

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 Procore Imports desktop application. Download it here.

COMPANY LEVEL IMPORTS
TOOL	TUTORIAL	CSV	XLSX
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 import-vendors.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?

PROJECT LEVEL IMPORTS
TOOL	TUTORIAL	CSV	XLSX
ADMIN: Budgeted Production Quantities	Import a Unit Quantity Based Budget
ADMIN: Tiered Segment Items (Cost Codes or Custom Segments) 6	Prepare Segment Items for Import to the Procore Imports App		import-segments-tiered.xlsx
ADMIN: Flat Segment Items (Cost Types, Sub Jobs, or Custom Segments) 6	Prepare Segment Items for Import to the Procore Imports App		import-segments-flat.xlsx
ADMIN: Specifications	1 Import Spec Sections to the Admin Tool	specification_sections.csv
ADMIN: Locations	Prepare Locations for Import to the Procore Imports App		import-locations.xlsx
BIDDING: Import Bid Forms 8	Import Bid Forms to the Bidding Tool	Bid Form Template.csv
BUDGET: Budget Line Items & Budgeted Production Quantities	Import a Budget 3
BUDGET: Installed Production Quantities	Import Installed Production Quantities for the Labor Productivity Cost Budget View
COMMITMENTS 7	Import Commitment SOV Line Items from a CSV File
CLIENT CONTRACTS 4, 7	Import a Client Contracts Schedule of Values from a CSV File
DIRECT COSTS	Import Direct Costs	import-direct-costs.csv	import-direct-costs.xlsx
DIRECTORY	Prepare Users & Vendors for Import to the Procore Imports App		import-users.xlsx import-vendors.xlsx
DIRECTORY	Prepare Contacts for Import to the Procore Imports App		import-contacts.xlsx
DRAWINGS	Upload Drawings
FUNDING 5,  7	Import a Funding Schedule of Values from CSV
PUNCH LIST	Prepare Punch List Items for Import to the Procore Imports App		import-punch-list.xlsx
PRIME CONTRACTS 7	Import a Prime Contract Schedule of Values from a CSV File
SPECIFICATIONS2	Upload Specifications
SUBMITTALS	Important Note Regarding Submittals Instead of importing submittals, Procore recommends using the Submittal Builder in the Project level Submittals tool to create your project's submittals. For instructions, see Generate Submittals from Specifications (Submittal Builder). If you still want to perform an import, see the link below.
	Prepare Submittals for Import to the Procore Imports App		import-submittals.xlsx

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

² If your company has enabled the Specifications tool on a project, you will upload your specifications directly into Procore. See Upload Specifications. 

³ 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.

⁴ 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 tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

⁵ 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 tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

⁶ 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?

⁷ 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?

⁸ The CSV template in the table is a blank template. If you want to download a template with cost codes, download it from your project's Bidding tool. See Import Bid Forms to the Bidding Tool.

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. 

Procore Drive Bulk Uploads

PROCORE DRIVE UPLOADS
TOOL	TUTORIAL	CSV	XLSX
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.

Professional Services

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.