Import Locations Using Procore Imports or CSV Template

You can use the Procore Imports app to self-import your locations hierarchy in bulk to your project's Locations tool. This will add up to six-tiered locations to your project in Procore. If you need to add more tiers, they can be created manually. See What are multi-tiered locations? for additional information.

Use one of the following Import options in the Locations tool:

• Procore Imports: Use this option to import your locations into your project's Locations tool. See Import Locations Using Procore Imports.

• CSV Template: Use Procore Support to download a CSV template, fill out the template, and send it to Procore Support or your point of contact for a multi-tiered import. See Request a Multi-tiered Locations Import.

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

• Additional Information:

  • The Procore Imports feature is only available to computers running Windows 10 or newer. See Install Procore Imports. This import can only be used to add locations. Your import will not edit or delete any existing locations in your project. Procore's multi-tiered locations feature does not integrate with any location-related custom segment segments that you create for Work Breakdown Structure.

  • Importing through the CSV template cannot be undone. Carefully review your data before submitting the import request to Procore.

Prerequisites

Prepare and format your locations for import to Procore. See Prepare Multi-Tiered Locations for Import to the Procore Imports App.

1. Navigate to the project's Locations tool.
   The Locations page appears with the List View by default.
   Note: You can configure which table view and table column names you want to see in the Locations table.

2. Click the Import button on the top right side of the Locations page.

3. Select Download Procore Imports or Download CSV Template.
   Note: See Import Locations into your Project Level Admin Tool (Procore Imports) on how to import locations using Procore Imports.

4. Upload locations in bulk from a spreadsheet using the desktop application or the Multi-tiered Locations Import option.