Download Import Template

  • Download the User Import Template

  • Download the Company Import Template

Download the User Import Template

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

  2. Under Import People, click Download Validated Template.

    import-people-download-template.jpg

  3. From the Procore Imports Templates page, locate the Directory row and click the import user XLSX template to download.

Download the Company Import Template

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

  2. Under Import Companies, click Download Validated Template.

    import-companies-download-template.jpg

  3. From the Procore Imports Templates page, locate the Directory row and click the import vendor XLSX template to download.