Submit Completed Template

 Important

In order to protect the integrity of your company’s data, Procore Employees are restricted from modifying the data that clients submit in all Procore Import Templates. This restriction applies to all data modifications, including correcting typographical errors. If Procore determines that errors are present in any Procore Import Template that you submit to Procore, it will be returned to you for correction. Please note that the import process may take up to 72 hours to process.

 Tip

If you have the import templates already filled out, you can expedite the import process by performing your own import using the Procore Imports app. See Import Users & Vendors into your Company Level Directory Tool (Procore Imports) for more information.

Steps

  1. Navigate to the Company or Project level Directory tool.

  2. Select one of the following options:

    • Under Import Users, click Send Completed Template.
      OR

    • Under Import Companies, click Send Completed Template.

    • If you have NOT configured a default email application for your computer's web browser, please email the completed template to imports@procore.com.

       Important

      Include your company and project name in the email's subject line.

  3. Send the email to imports@procore.com. The Procore Import Team will review your file to ensure your data is entered correctly. Once validated, they will perform the import for your company or project.

Update Import Template