Submit Completed Template

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

  2. In the right pane, choose one of the following options:

    • Under Import Users, click Send Completed Template.
      This launches the email client application that is set up on your computer.
      OR

    • Under Import Companies, click Send Completed Template.
      This launches the email client application that is set up on your computer.
      OR

    • If you have NOT configured a default email application for your computer's web browser, please email the completed template to imports@procore.com.

      Important icon Important

      Include your company and project name in the email's subject line.

  3. Send the email message.
    This sends the email message to imports@procore.com. A member of the Procore Import Team will then review your file to ensure that your data has been entered properly. After your file is validated, the import process will be performed for your company or project by the Procore Import Team.

Update Import Template