Procore Estimating: Updated Process for Importing Cost Catalogue Items

Improved Experience for Importing Cost Catalogue Items

The import process in the Cost Catalogue section of Procore Estimating has been updated to allow for even easier imports. You can download a template from Procore Estimating that you can use to import material items from an Excel file or import items directly from Procore or one of the following integrations: Trade Service, TigerPaw or QuickBooks. See Import Cost Catalogue Items to Procore Estimating.

Steps

1. Navigate to the relevant project in Procore Estimating.
2. Click the Material Catalogs tab.
3. Click the vertical ellipsis  icon at the top of the screen.
4. Hover over Import Catadiary Items.
   
5. Click one of the following options:
   • Import from Excel File
     Note: To make sure items import correctly, download Esticom's template by clicking Download Template for Catadiary Items Bulk-Import.
   • Import from Procore
   • Import from Trade Service
   • Import from TigerPaw
   • Import from QuickBooks
     
     
      
6. After your items have successfully imported, they will be available on the left side panel under 'Imported Parts' or 'Imported Items'. Items imported from an Excel file are named based on the date and time of the import, while items from an integration will appear in a folder with the integration's name.

See Also

• Import Cost Catalogue Items
• Export Cost Catalogue Items