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Procore Support (en-au)

Import Contacts into your Project Level Directory Tool (Procore Imports)

Objective

To import contacts into your Project Directory with the Procore Imports application.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level 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.
    • Once contacts are created or imported in Procore, they can only be edited (or marked as 'Inactive') and they cannot be deleted.

Steps

  1. Open the Procore Imports application on your computer.
  2. Enter your Procore login credentials and click Register In.
  3. In the Select Company drop-down menu, select the company with the project you want to import contacts into.
  4. In the Select Project drop-down menu, select the project you want to import contacts into.
  5. Click Continue.
  6. Under Contacts, click Add New Contacts.
  7. On the Prepare your records page, click one of the following options:
    • Save & Open Blank Template. Click this option to open, fill out and save an Excel template for your contacts if you haven't done so already. See Prepare Contacts for Import to the Procore Imports App.
      OR
    • Skip this step. Click this option if you have already filled out the Excel template and you are ready to upload the completed template file.
  8. On the Select your file to process page, complete the following:
    • Drag and drop the completed template file from its location on your computer.
      OR
    • Click Select Template File and attach the completed template file from its location on your computer.
    • Click Process.
  9. On the Review your records page, review any error messages about invalid contact records on your completed template.
    Note: If all of the contact records from your completed template are validated, this page is skipped automatically.
    • Click Save Errors to continue to save a file with a list of these error messages and to continue importing any validated contact records from your completed template.
      OR
    • Click the  icon to return to the Select your file to process page and upload an updated version of your completed template.
  10. On the Import your records to Procore page, review the validated data.
  11. Click Save records to computer to download a validated copy of your completed template to your computer.
  12. Click Import to Procore to import the contacts into the Project level Directory tool in Procore.
     Caution
    Once contacts are created or imported in Procore, they can only be edited (or marked as 'Inactive') and they cannot be deleted.
    • In the Import Records window, click Proceed.
    • In the Confirm you want to import these records by entering: window, complete the following:
      • Enter the name of the project to confirm this is the project you want to import the contacts into.
      • Click Proceed.
  13. Keep the Import your records to Procore page open until you see the [#] records were imported to Procore successfully message.
    The contacts have been imported to both the Project level and the Company level Directory tools.
  14. Click Finish to return to the Project level menu on the Procore Imports application.
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