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Procore (en-GB)

Download the Submittals Import Template

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.

 

Objective

To download the submittals import template.

Background

If you need to add a large number of submittals to a project, we recommended that you use the Submittal Builder in the Specifications tool. See Generate Submittals from Specifications (Submittal Builder). If you would prefer to import your submittals from a Microsoft Excel spreadsheet, you can import your submittals through the Procore Imports App or submit a request to our Procore Import Team at imports@procore.com

If you want to expedite the import process, perform your own submittals import using the Procore Imports App.

Things to Consider

  • Required User Permissions: 
    • To import or request a submittals import, 'Admin' level permissions on the Project level Submittals tool.
  • Additional Information:
    • You are allowed to create submittals with the same Submittal #. The import process can only be used to add new submittals to the project, the import process will not overwrite or delete a project's existing submittals.
    • If your project is using multi-tiered locations, you can only associate submittals with existing tiers or create new multi-tier locations via the import process. 

Prerequisites

Before submitting your import data to Procore, complete these prerequisites:

Steps​ 

Download the Submittals Import Template: import-submittals.xlsx