Request Company and People Imports

Objective

How to submit a request to Procore to import vendor or user records to the Company or Project level Directory tool. 

Background

If you have been granted the required user permissions for the Directory tool, you can submit a request to Procore to import vendor records (a.k.a., a 'company import') or user records (a.k.a., a 'user import') to the Company or Project level Directory tool. Use the steps below to initiate the request process. When finished, Procore will validate the data you submit, work with you to ensure it is formatted properly and then complete the import process on your behalf. 

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.

Alternatively, if you have the import templates already filled out, you can expedite the import process by performing your own import using the Procore Imports app. See Import Contacts into your Company Level Directory Tool (Procore Imports) for more information.

Things to Consider

• Required User Permissions:
  • To request a user or vendor import for your Company Directory:
    • 'Admin' level permission to the Company Directory.
  • To request a user or vendor import for a Project Directory in your company's Procore account:
    • 'Admin' level permission on the Project Directory.
      OR
    • 'Standard' level permission on the Project Directory with the 'Request Company and People Imports' granular permission enabled on your permission template.
• Prerequisites:
  • Complete the tasks described in Manage Permission Templates.
  • Download the desired import template from the Procore web application. See Download the Company or User Import Template.
  • Update the desired import template and ensure it meets the documented requirements. See Update the Company or User Import Template.

Steps

1. Complete the tasks described in Manage Permission Templates.
   Important! You should always configure the permission templates that you plan to use in your company account prior to uploading a completed import file. 
2. Complete the steps described in Download the Company or User Import Template.
3. Ensure that your desired import data is correct and that your data is formatted exactly as described in Update the Company or User Import Template.
4. Continue with the steps described in Send a Company or User Import Template to Procore. 

See Also

• Manage Permission Templates
• Grant Granular Permissions in a Permission Template
• Download the Company or User Import Template