Procore Imports
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- Overview
- Company Admin
- Company Directory
- Project Admin
- Project Directory
- Project Program
- Project Defect List
- Project Submittals
- Videos
- Release Notes
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, defect 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.
Popular Tutorials
- Import Defect List Items into your Project Level Defect List Tool (Procore Imports)
- Import Users & Vendors into your Company Level Directory Tool (Procore Imports)
- Prepare Company Users & Vendors for Import to the Procore Imports App
- Prepare Your Data for Import into Procore
- Import Locations into your Project Level Admin Tool (Procore Imports)
Top FAQ
To import codes, cost types, sub jobs and custom segment items for Work Breakdown Structure:
- Prepare Segment Items for Import into the Procore Imports App
- Import Segment Items into Your Company Level Admin Tool
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 |
---|---|---|---|---|
Prepare Cost Codes for Import to the Procore Imports App |
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.
To import codes, cost types, sub jobs, custom segment items for Work Breakdown Structure:
- Prepare Segment Items for Import into the Procore Imports App
- Import Segment Items into Your Project Level Admin Tool
You can also upload multi-tiered location 1 data:
- Prepare Multi-Tiered Locations for Import to the Procore Imports App
- Import Locations into your Project Level Admin Tool (Procore Imports)
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.
- Import Contacts into your Project Level Directory Tool (Procore Imports)
- Import Users & Vendors into your Project Level Directory Tool (Procore Imports)
- Prepare Contacts for Import to the Procore Imports App
- Prepare Project Users & Vendors for Import to the Procore Imports App
- Update Users & Vendors in your Project Level Directory Tool (Procore Imports)
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.
1 'Admin' level permission is required on the Company level Directory tool to complete this function.
Project Program (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 Program Tasks into your Project Level Schedule Tool (Procore Imports) | ||||
Prepare Program Tasks for Import to the Procore Imports App |
There are currently no FAQs for this tool.
Defect 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 Defect List Items into your Project Level Defect List Tool | 1,2 | |||
Prepare Defect List Items for Import to the Procore Imports App | 1,2 |
1 'Admin' level permission is required on the Project level Admin tool to complete this function.
2 '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) | ||||
Prepare Submittals for Import to the Procore Imports App |
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 Defect Items
Import Program 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 Defect Items into the Project Defect 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 Defect 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 Defect Items into the Project Defect 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 Defect 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 Defect 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 Defect Items into the Project Defect 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 Defect 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 Defect 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 Defect Items into the Project Defect List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Import Submittals
OUTDATED VIDEOS - Removed from Support Site and Certifications
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 Defect 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 Defect Items into the Project Defect 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 Defect 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 Defect 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 Defect Items
Import Program 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 Defect Items into the Project Defect 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
1.5.3 (16/07/2024)
- Fix an issue with Japanese translation
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 Program 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 Program import file to the Documents tool in the Programs folder
- Fix Vendors import with certain Companies
1.4.7 (25/01/2023)
- Sign Imports tool by new trusted certificate
- Improve translations