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Procore

Import Snag List Items into your Project Level Snag List Tool (Procore Imports)

Objective

To import snag list items into your Snag List tool with Procore Imports.

Background 

You can use the Procore Imports app to self-import your snag list items in bulk to your Project's Snag List tool. This will add as many snag list items to your project as you need without having to manually add each snag list item in Procore.

Things to Consider 

  • Required User Permissions: 
    • 'Admin' level permission on the project's Snag List tool.
    • 'Admin' level permission on the project's Admin tool.
    • 'Standard' level permission or higher on the project's Directory tool.

Note: Granular Permissions are not supported in the Procore Imports application.

  • Additional Information:
    • This feature is only available to computers running Windows 7 or newer. See Install Procore Imports.
    • This import can only be used to add snag list items. Your import will not edit or delete any existing snag list items in your project.

Video

 

Prerequisites

  1. Prepare and format your snag list items for import to Procore. See Prepare Snag List Items for Import to the Procore Imports App

Steps 

  1. In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import snag list items into.
  2. Click Continue.
  3. Under the 'snag' section, click Add New snag Items.
  4. Choose from the following options:
  5. Choose Select Template File to upload an XLSX or CSV file of your snag list items from your local device.
  6. Click Process.
  7. Review your snag list items.
    Note: If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.
  8. Choose from the following options:
    • Save records to computer: Select this option to save your records as an XLSX or CSV file and return to complete the import process at another time.
    • Import to Procore: Select this option to proceed with the import process.
  9. Confirm your decision to import your snag list by typing your project's name in the text field and clicking Proceed.
  10. Click Finish.