Step 1: Log in to Closeout.
Step 2: You will be directed to the Projects tab view. Select the project you would like to work in. You can search for your project using the Search Projects box in the top right-hand corner of the page.
Step 3: Once you are in the desired project, click on the Directory icon on the left-hand side of the page.
Step 4: You will be directed to the list of contacts for your project. Select Import, located in the Actions Menu Bar.
Step 5: You will have the option to upload contacts from your computer or from Procore. We will start with uploading contacts from the computer by clicking on the green Click Here button underneath the computer icon.
Step 6: You can upload any .csv or excel file, however, it is easiest to use our sample submittals template to complete your work. Download this sample submittal by clicking on the hyperlink Download Sample Contacts Template.
Step 7: Your sample contacts template will have your header columns filled out A-F, however you are only required to fill out the column headers that are highlighted in red -- First Name (column A), Last Name (column B), Email (column C), and Company (column E).
Step 8: Once you are satisfied, save your contacts template. Go back in to Closeout where you left off (Import Contacts > File Upload). Select Click Here to find your completed template and then click Upload to upload your template.
Step 9: You will now be prompted to map your fields to the Closeout fields. If you decided to use your own excel and not use the Sample Contacts Template, you will be required to choose what your field best matches in Closeout in order to upload. If you have used the Samples Contacts Template, you will only need to confirm that any field you had information included is actually mapped.
Step 10: Once you have mapped all of your required fields to the Closeout fields, click the orange Next button. Please note that if you have not mapped a field it will not be imported into Closeout.
Step 11: If your companies are already in your Company Directory, you will not have to map any missing partners. However, if there are new companies included in your upload or you spelled a company name differently, then you will have to choose either Create a New Company OR search through existing companies to map with an existing company.
Step 12: Once satisfied with your company mapping, click the orange Next button.
Step 13: You will get to preview the contacts you are about to upload in order to make any additional changes. Once satisfied, click the orange Submit button to upload your contacts to Closeout.
Step 14: You will now see all of your new contacts within your Closeout Directory view.