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Procore (en-CA)

Prepare Users & Vendors for Import to the Procore Imports App

Objective

To properly format your user and vendor contacts for import.

Background

You can use the Procore Imports App to self-import either a list of users or vendors into your company's or project's Directory tool. This will add as many contacts to your project as you need without having to manually add each contact in Procore.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permission on the Company Directory.
      Note: Granular Permissions are not supported in the Procore Imports application.

Videos

 
 

Steps

Next Steps