Import Materials to the Materials Tool

When managing your materials, you can import a list of the required materials to the Materials tool.

After you import your materials, a needs document is automatically created, and you can create shipments and receipts to track orders placed outside of Procore. Alternatively, you can create an adjustment to add quantities of imported materials to your inventory.

Lastly, you can create materials requests and issue materials directly from your needs document.

• Required User Permissions

• If you want to add quantities to your upload, you must first upload the list of materials, then create an Adjustment to add quantities.

• Prepare Materials for Import

1. Navigate to the project's Materials tool.

2. Click the Import Data tab.

3. Upload the file.

   • Click Select File and select the prepared Materials import template. Then click Open.

   • Drag and drop the prepared Materials import template from your desktop to the 'Drag and Drop' section.

4. Click Start.