Follow these simple steps to import your Responsible Parties straight from Procore
To import contacts, you need to have Admin privileges in Outbuild.
1. Open up your Outbuild Project
2. Hover your cursor over your avatar and click Settings
3. Click on Integrations in the left hand settings panel
4. Click on the ellipsis in the corner of the Procore card
5. Select Import Directory
6. A modal will appear listing your connected Procore Projects. Click the ellipsis in the Actions column
7. Select Import contacts
8. Select the checkbox to the left of the contacts you would like to import into your Outbuild project
9. Contact name, Company name, and Email will auto-populate based on the Procore directory for that project. You will assign a permission based role to each contact in the Outbuild Role drop-down menu
10. Once your selections are complete, click Confirm Import
Your directory from Procore is now in Outbuild! Once the import is complete, the new users will received a registration email and will have access to the project that the contacts were imported into. The level of access will be determined by the assigned role. To learn more about User Roles, click here.
If you do not see the Project in the Import Contacts modal, please check that the Procore Project is connected to the Outbuild Project by going to the ADD Projects button.
