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Procore Support (en-au)

What are the column header updates in the import templates?

Background

As of October 28, 2019, the import templates have undergone minor updates and will be the only accepted templates in the Procore Imports App.

Answer

Below are the changes made to the header columns in the import templates for the Procore Imports App.

TOOL TEMPLATE PREVIOUS CURRENT
DIRECTORY: USERS    
  default_permission_template Permission Template
  is_employee_of Is Employee
  used"_" in column headers removed "_" in column headers
  column headers were lowercase column headers are capitalized
DIRECTORY: VENDORS    
  email_address Company Email Address
  primary_contact Primary Contact Email Address
  Standard Cost Code List Cost Codes
  tags_keywords Tags Keywords
  license_number Licence Number
  bidding_cbe Certified Business Enterprise
  bidding_affirmative_action Affirmative Action
  bidding_mbe_8a 8a Business Enterprise
  bidding_mbe_sdvosb Service-Disabled Veteran-Owned Small Business
  bidding_mbe_mbe Minority Business Enterprise
  bidding_mbe_dbe Disadvantaged Business
  bidding_mbe_hub Historically Underutilised Business
  bidding_mbe_wbe Woman's Business
  bidding_mbe_nabe Native American Business
  bidding_mbe_hbe Hispanic Business
  bidding_mbe_abe Asian American Business
  bidding_mbe_aabe African American Business
  bidding_mbe_sbe Small Business
  non_union_prevailing_wage Prevailing Wage
  union_wage Union Member
  authorized_bidder Authorized Tenderer
  trade_name Trades
    Website
    DBA Name
    Default Tender Invitee Email Address
  column headers were lowercase column headers are capitalized
ADMIN: LOCATIONS    
  5 tiers 6 tiers
ADMIN: COST CODES    
  (No changes made)  
DEFECT LIST    
  Defect Item # Defect Item Number