Request a Cost Code Import
Objective
To submit a request to Procore to bulk-import a list of cost codes to the Company or Project level Admin tool.
Background
Things to Consider
- Required User Permissions:
- To request a cost code import for a project, 'Admin' level permission on the project's Admin tool.
- To request a cost code import for the company, 'Admin' level permission on the company's Admin tool.
Steps
- Download the Microsoft Excel template: import-cost-codes.xlsx
- Fill our your template by following the instructions in Import Cost Codes to Procore.
Note: Ensure you have defined the number of levels in your company's cost code structure. - Send an email request to: imports@procore.com.
Notes:- In your email's 'Subject' line, include your company's or project's name and ID. See How do I find the project ID?
- Attach the completed cost codes import template to your email message.
- A member of the Procore Import Team will contact you once the import is complete.
- Verify the data imported is correct.