Import Locations into your Project Level Admin Tool (Procore Imports)
Objective
To import locations into your Project Admin tool with Procore Imports.
Background
You can use the Procore Imports app to self-import your multi-tiered locations in bulk to your Project's Admin tool. This will add as many multi-tiered locations to your project as you need without having to manually add each location and sub-location in Procore. For additional information see What are multi-tiered locations?
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project's Admin tool.
Note: Granular Permissions are not supported in the Procore Imports application.
- 'Admin' level permissions on the Project's Admin tool.
- Additional Information:
- This feature is only available to computers running Windows 7 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.
Video
Prerequisites
- Prepare and format your locations for import to Procore. See Prepare Multi-Tiered Locations for Import to the Procore Imports App.
Steps
- In your Procore Imports App, on the "Companies & Projects" page, select the company and project you want to import locations into.
- Click Continue.
- Under 'Locations', click Add New Locations.
- Choose from the following options:
- Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your locations. See Prepare Multi-Tiered Locations for Import to the Procore Imports App.
- Skip this step: Select this option to upload a completed XLSX or CSV file of your locations to Procore.
- Choose Select Template File to upload an XLSX or CSV file of your locations from your local device.
- Click Process.
- Review your locations.
Note: 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. - Choose from the following options:
- Save records to computer: Select this option to save your records as an XLSX or CSV file and return to complete the import process at another time.
- Import to Procore: Select this option to proceed with the import process.
- Confirm your decision to import your locations by clicking Finish.