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Procore Import Templates

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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.

 

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, deficiency 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 x.png import-cost-codes.xlsx
ADMIN: Tiered Segment Items (Custom Segments) 1 Prepare Segment Items for Import to the Procore Imports App x.png import-segments-tiered.xlsx
ADMIN: Flat Segment Items (Cost Types or Custom Segments) 1 Prepare Segment Items for Import to the Procore Imports App x.png import-segments-flat.xlsx
DIRECTORY Prepare Users & Vendors for Import to the Procore Imports App x.png import-users.xlsx
import-vendors.xlsx
ERP INTEGRATIONS Integration by Procore: Request to Import Custom Cost Types for Viewpoint® Spectrum® x.png 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 Budgeted Production Quantities x.png x.png
ADMIN: Tiered Segment Items (Cost Codes or Custom Segments) 7 Prepare Segment Items for Import to the Procore Imports App x.png import-segments-tiered.xlsx
ADMIN: Flat Segment Items (Cost Types, Sub Jobs, or Custom Segments) 7 Prepare Segment Items for Import to the Procore Imports App x.png import-segments-flat.xlsx
ADMIN: Specifications 1 Import Spec Sections to the Admin Tool specification_sections.csv x.png
ADMIN: Locations Prepare Locations for Import to the Procore Imports App x.png import-locations.xlsx
TENDERING: Import Tender Forms 9 Import Tender Forms to the Tendering Tool Tender Form Template.csv x.png
BUDGET: Budget Line Items & Budgeted Production Quantities Import a Budget 4 x.png x.png
BUDGET: Budget Line Items 2 Import a ProEst Estimate for the Budget SOV x.png x.png
BUDGET: Installed Production Quantities Import Installed Production Quantities for the Labour Productivity Cost Budget View x.png x.png
COMMITMENTS 8 Import Commitment SOV Line Items from a CSV File x.png x.png
CLIENT CONTRACTS 5, 8 Import a Client Contracts Schedule of Values from a CSV File x.png x.png
DIRECT COSTS Import Direct Costs import-direct-costs.csv import-direct-costs.xlsx
DIRECTORY Prepare Users & Vendors for Import to the Procore Imports App x.png import-users.xlsx
import-vendors.xlsx
DIRECTORY Prepare Contacts for Import to the Procore Imports App x.png import-contacts.xlsx
DRAWINGS Upload Drawings x.png x.png
FUNDING 6,  8 Import a Funding Schedule of Values from CSV x.png x.png
DEFICIENCY LIST Prepare Deficiency List Items for Import to the Procore Imports App x.png import-punch-list.xlsx
PRIME CONTRACTS 8 Import a Prime Contract Schedule of Values from a CSV File x.png x.png
SPECIFICATIONS3 Upload Specifications x.png x.png
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 x.png import-submittals.xlsx

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

2 Use this import method only when your company is using the ProEst integration. See ProEst. 

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

4 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.

5 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 dictionaries and languages are available in the Procore web application?

6 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 dictionaries and languages are available in the Procore web application?

7 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?

8 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? 

9 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 Tendering tool. See Import Tender Forms to the Tendering 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. 

Tool Tutorial
ADMIN: Segment Items Request to Import Segment Items for WBS
ADMIN: Locations Request a Multi-tiered Locations Import
DIRECTORY Request Company and People Imports
DEFICIENCY LIST Request a Deficiency List Import
SUBMITTALS Send a Completed Submittals Import Template to Procore

Procore Drive Bulk Uploads

PROCORE DRIVE UPLOADS
TOOL TUTORIAL CSV XLSX
DOCUMENTS Upload Files into a Folder in Procore Drive x.png x.png
EMAILS1 Bulk Import Emails using Procore Drive x.png x.png
PHOTOS Upload Photos to an Album in Procore Drive x.png x.png
SCHEDULE Integrate a Microsoft Project Schedule using Procore Drive x.png x.png

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.