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Procore (en-GB)

Import Cost Catalog Items

Objective

To import Cost Catalog items to Procore Estimating.

Background

Procore Estimating supports multiple import types for adding items to the Cost Catalog tool. You can also export existing materials from Procore to a Microsoft® Excel file. See Export Cost Catalog Items

Things to Consider

  • Required User Permissions
    • 'Standard' or 'Admin' level permissions on the Company level Cost Catalog tool.

Steps

To Import Items from an Excel File

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon at the top of the screen.
  4. Select Download Template for Catalog Items Bulk-Import.

    esticom-download-template.png
     
  5. A CSV file will download to your computer. The template contains different tabs for each catalog item type and each page has at least one example of how to list your items in each column. 
  6. Add or copy items to the spreadsheet as needed and save the file.
  7. In the Cost Catalog tool, click the vertical ellipsis icon-ellipsis-vertical.png icon.
  8. Hover over Import Catalog Items and click Import from Excel File

    esticom-import-from-excel.png
  9. Select the file and click Upload
  10. After your items have successfully imported, they will appear on the left side panel under 'Imported Parts' or 'Imported Items'. The items are named based on the date and time of the import.

To Import Items from an Integration

  1. Navigate to your account in Procore Estimating.
  2. Click the Company Tools drop-down menu and select Cost Catalog.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon at the top of the screen.
  4. Hover over Import Catalog Items.
  5. Click one of the following options (depending on the integrations you have with Procore Estimating):
    • Import from Procore
    • Import from Trade Service
    • Import from TigerPaw
    • Import from QuickBooks
      esticom-import-from-integration.png
  6. After your items have successfully imported, they will be available on the left side panel under 'Imported Parts' or 'Imported Items'. The items will appear in a folder with the integration's name.