Import Locations into your Project Level Admin Tool (Procore Imports)

Objective 

To import locations into your Project Admin tool with Procore Imports.

Background 

You can use the Procore Imports app to self-import your multi-tiered locations in bulk to your Project's Admin tool. This will add up to six-tiered locations to your project in Procore. If you need to add more tiers, they can be created manually. For additional information see What are multi-tiered locations?

Things to Consider 

• Required User Permissions: 
  • 'Admin' level permissions on the Project's Admin tool.
    Note: Granular Permissions are not supported in the Procore Imports application.
• Additional Information:
  • This feature is only available to computers running Windows 7 or newer. See Install Procore Imports.
  • This import can only be used to add locations. Your import will not edit or delete any existing locations in your project.
  • Procore's multi-tiered locations feature does not integrate with any location-related custom segment segments that you create for Work Breakdown Structure. 

Video

Prerequisites  

• Prepare and format your locations for import to Procore. See Prepare Multi-Tiered Locations for Import to the Procore Imports App.

Steps 

1. In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import locations into.
2. Click Continue.
3. Under 'Locations', click Add New Locations.
   Note: You can import no more than six-tiered locations. If you have more than six, you must manually create the remaining locations after importing the first six tiers. 
4. Choose from the following options:
   • Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your locations. See Prepare Multi-Tiered Locations for Import to the Procore Imports App.
   • Skip this step: Select this option to upload a completed XLSX or CSV file of your locations to Procore.
5. Choose Select Template File to upload an XLSX or CSV file of your locations from your local device.
6. Click Process.
7. Review your locations.
   Note: If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.
8. Choose from the following options:
   • Save records to computer: Select this option to save your records as an XLSX or CSV file and return to complete the import process at another time.
   • Import to Procore: Select this option to proceed with the import process.
9. Confirm your decision to import your locations by clicking Finish.