(Legacy) Import Cost Codes into your Company Level Admin Tool (Procore Imports)

The Company and Project Level Admin tools include a 17 Division cost code structure that aligns to the CSI MasterFormat. See What are Procore's Default Cost Codes? However, some companies and projects may have requirements that lead you to create a unique cost code structure. When that is the case, you can import custom cost codes into either the Company level or Project level Admin tool using the Procore Imports application.

Many companies design their cost code structure to align with the CSI MasterFormat. Other companies decide to implement a cost code structure that is unique to their industry, organization, or project environment.

• Required User Permissions:

  • 'Admin' level permissions on the Company's Admin tool.
    Note: Granular Permissions are not supported in the Procore Imports application.

• Additional Information:

  • The import process can be used to add or edit cost codes but cannot be used to delete any existing cost codes.

  • This feature is only available to computers running Windows 7 or newer. See Install Procore Imports.

  • Important! ERP integrated cost codes are not supported in Procore Imports. See Configure Cost Code Preferences for ERP Integrations.

Prepare Cost Codes for Import to the Procore Imports App

1. In your Procore Imports App, on the "Companies & Projects" page, select the company you want to import cost codes into.

2. Click Continue.

3. Under the 'Cost Codes' section, click Add New Cost Codes.

4. Choose from the following options:

   • Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your cost codes. See Prepare Cost Codes for Import to the Procore Imports App.

   • Skip this step: Select this option to upload a completed XLSX or CSV file of your cost codes to Procore.

5. Choose Select Template File to upload an XLSX or CSV file of cost codes from your local device.

6. Click Process.

7. Review your cost codes.
   Notes:

   • If there are any errors in the import, a list of the errors will be provided. You can then "Save Errors to continue" to download a copy of the errors to compare against your original import file.

   • If you attempt to import a new cost code into an existing division or if you attempt to import an update to an existing division or cost code, you will be asked whether or not you want to overwrite the existing divisions and cost codes.

8. Choose from the following options:

   • Save records to computer: Select this option to save your records as a CSV and return to complete the import process at another time.

   • Import to Procore: Select this option to proceed with the import process.

9. Confirm your decision to import your cost codes list by typing your company's name in the text field and clicking Proceed.

10. Click Finish.