Download the Submittals Import Template

Objective

To download the submittals import template.

Background

If you need to add a large number of submittals to a project, we recommended that you use the Submittal Builder in the Specifications tool. See Generate Submittals from Specifications (Submittal Builder). If you would prefer to import your submittals from a Microsoft Excel spreadsheet, you can import your submittals through the Procore Imports App or submit a request to our Procore Import Team at imports@procore.com. 

If you want to expedite the import process, perform your own submittals import using the Procore Imports App.

Things to Consider

• Required User Permissions: 
  • To import or request a submittals import, 'Admin' level permissions on the Project level Submittals tool.
• Additional Information:
  • You are allowed to create submittals with the same Submittal #. The import process can only be used to add new submittals to the project, the import process will not overwrite or delete a project's existing submittals.
  • If your project is using multi-tiered locations, you can only associate submittals with existing tiers or create new multi-tier locations via the import process. 

Prerequisites

Before submitting your import data to Procore, complete these prerequisites:

• Users:
  • If you will be adding a user's email address as a Submittal Manager value, ensure that these users have been added to your company's or the project's Directory tool.
• Vendors:
  • If you will be assigning a vendor/company as the 'Responsible Contractor' for a submittal, ensure that the vendor/company has been added to the company's or project's Directory tool.
• Locations:
  • If your project is using single-tier locations, you can either create new a new location to the Admin tool during the import process or you can associate a submittal with an existing location during the import process. See Add Office Locations. 
    OR
  • If your project is using multi-tiered locations, the tiers must already exist in Procore in order to associate a submittal with the location. See Add Multi-Tiered Locations to the Admin Tool and How Do I Add a Multi-Tiered Location To An Item?
• Specifications:
  • If your company is using the Specifications tool to manage specs, upload the project specs to Procore (see Upload Specifications) or manually add them to Procore. See Manually Create Divisions and Manually Create Spec Sections. 
    OR
  • If your company is using the Admin tool to manage specs, you must Add Spec Sections to the Admin Tool.
• Submittal Packages:
  • If you plan to import submittals into an existing submittal package, the existing package's Package Title, Package Spec Section, and Package Number must match.
• Admin: Configure Submittal Settings:
  • See Best Practices: Company Level Submittal Settings and Best Practices: Submittal Project Configurations.

Steps​ 

Download the Submittals Import Template: import-submittals.xlsx

Next Steps

Update the Submittals Import Template

See Also

• Send a Completed Submittals Import Template to Procore
• How do I prepare my data for import into Procore?