Import Segment Items into your Project Level Admin Tool (Procore Imports)

Objective 

To import custom WBS segment items into your Project's Admin tool with Procore Imports.

Background 

Things to Consider 

• Required User Permissions: 
  • 'Admin' level permissions on the projects's Admin tool.
    Note: Granular Permissions are not supported in the Procore Imports application.
• Requirements:
  • Procore Imports app v 1.4.0 or newer. See Install Procore Imports.
• Limitations:
  • The import process cannot be used to edit or delete any existing segment items.
  • Important! ERP integrated cost codes are not supported in Procore Imports. See Configure Cost Code Preferences for ERP Integrations. 

Prerequisites

• You must add segments to the project's budget code structure before you can import segment items to those segments.
• Next, complete these steps:
  • Prepare Segment Items for Import to the Procore Imports App

Steps 

1. In your Procore Imports App, on the 'Companies & Projects' page, select the company you want to import segment items into.
2. Select the Project you are importing segment items into.
3. Click Continue.
4. Under the 'WBS Segments' section, click Add New Segment Items. 
5. Under 'Select Budget Code Segment', Select which segment you want to add items into. 
6. Click Next.
7. Choose from the following options:
   • Save & Open Blank Template: Select this option to open, fill out, and save an Excel template for your segment items. See Prepare Segment Items for Import to the Procore Imports App.
   • Skip this step: Select this option to upload a completed XLSX file of your cost codes to Procore.
8. Choose Select Template File to upload an XLSX file of segment items from your local device.
9. Click Process.
10. Review your segment items.
11. Choose from the following options:
    • Save records to computer: Select this option to save your records as a CSV and return to complete the import process at another time.
    • Import to Procore: Select this option to proceed with the import process.
12. Confirm your decision to import your segment items list by typing your company's name in the text field and clicking Proceed.

     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.
13. Click Finish.

See Also

• Procore Imports