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Procore

Procore Imports

Procore Imports is a free, desktop software program that you can download and install on a computer running Windows 7 or higher. It's designed to give individuals a convenient method for importing large sets of data to Procore. To install Procore Imports on your Windows computer, see the Procore Imports Setup Guide.

  • Better control of your data
  • Ability to manage and update data
  • Faster imports
  • Built-in validations
  • Bulk upload cost codes, cost types, sub jobs and other custom segment items to Work Breakdown Structure 1
  • Bulk upload contacts, multi-tiered locations, snag items, segment items 1 and submittals to your Procore projects

1 To import segment items to your Work Breakdown Structure, you must have the WBS version of the Procore Imports app. See Setup Guide.

Company Admin (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task None Read Only Standard Admin
LEGACY Import Cost Codes into the Company Level Admin Tool       icon-mindtouch-table-check.png
NEW Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png
Prepare Cost Codes for Import to the Procore Imports App       icon-mindtouch-table-check.png

Company Directory (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task None Read Only Standard Admin
Import Users & Vendors into your Company Level Directory Tool       icon-mindtouch-table-check.png
Prepare Users & Vendors for Import to the Procore Imports App       icon-mindtouch-table-check.png
Update Users & Vendors in your Company Level Directory Tool       icon-mindtouch-table-check.png

To import codes, cost types, sub jobs, custom segment items for Work Breakdown Structure:

You can also upload multi-tiered location 1 data:

1 Multi-tiered locations are not integrated with Work Breakdown Structure.

 

Project Admin (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task None Read Only Standard Admin
Import Locations into your Project Level Admin Tool       icon-mindtouch-table-check.png
Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png
Prepare Segment Items for Import to the Procore Imports App       icon-mindtouch-table-check.png

Project Directory (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task None Read Only Standard Admin
Import Users & Vendors into your Project Level Directory Tool (Procore Imports)       icon-mindtouch-table-check.png1
Prepare Users & Vendors for Import to the Procore Imports App       icon-mindtouch-table-check.png1
Update Users & Vendors in your Project Level Directory Tool (Procore Imports)       icon-mindtouch-table-check.png1

'Admin' level permission is required on the Company level Directory tool to complete this function.

Project Programme (Procore Imports)

The following table highlights which user permissions are required to perform the described user action.
Note: Granular Permissions are not supported in the Procore Imports application.

Task None Read Only Standard Admin
Import Programme Tasks into your Project Level Programme Tool (Procore Imports)       icon-mindtouch-table-check.png
Prepare Programme Tasks for Import to the Procore Imports App       icon-mindtouch-table-check.png

    There are currently no FAQs for this tool.  

    Snag List (Procore Imports)

    The following table highlights which user permissions are required to perform the described user action.
    Note: Granular Permissions are not supported in the Procore Imports application.

    Task None Read Only Standard Admin
    Import Snag List Items into your Project Level Snag List Tool       icon-mindtouch-table-check.png1,2
    Prepare Snag List Items for Import to the Procore Imports App       icon-mindtouch-table-check.png1,2

    'Admin' level permission is required on the Project level Admin tool to complete this function.

    'Standard' level permission or higher is required on the Project level Directory tool to complete this function.

      There are currently no FAQs for this tool.  

      Submittals (Procore Imports)

      The following table highlights which user permissions are required to perform the described user action.
      Note: Granular Permissions are not supported in the Procore Imports application.

      Task None Read Only Standard Admin
      Import Submittals into your Project Level Submittals Tool (Procore Imports)       icon-mindtouch-table-check.png
      Prepare Submittals for Import to the Procore Imports App       icon-mindtouch-table-check.png
       Tip

      To browse and search all Procore training videos, visit our video library.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Programme Tasks
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Segment Items into the Company Level Admin Tool
       
      Import Locations
       
      Import Users into the Company Level Directory Tool
       
      Import Companies into the Company Level Directory Tool
       
      Import Submittals
       
      Import Snag Items
       
      Import Programme Tasks
       

      OUTDATED VIDEOS - Removed from Support Site and Certifications

      Import Cost Codes into the Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Users into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Companies into the Directory Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Locations into the Project Admin Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Submittals into the Project Submittals Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Import Snag Items into the Project Snag List Tool

       

      Video content may not accurately reflect the current state of the system and/or it may be out of date.

      Below are the notable changes to Procore Imports. 

      Recent Changes

      1.5.2 (03/05/2024)

      • Fixed a performance issue with project dropdown when a company has many projects

      1.5.1 (16/04/2024)

      • Fix an issue with Japanese translation
      • Fix an issue with Portuguese translation
      • Performance improvement

      1.5.0 (18/12/2023)

      • Support for Japanese language
      • Fixed issue related to Programme tool

      1.4.9 (09/27/2023)

      • New bobcat package version, 2.2.11
      • TLS 1.2
      • Bug fixes and performance improvements

      1.4.8 (31/01/2023)

      • Possibility to upload Programme import file to the Documents tool in the Programmes folder
      • Fix Vendors import with certain Companies

      1.4.7 (25/01/2023)

      • Sign Imports tool by new trusted certificate
      • Improve translations