Microsoft Excel + Procore
Create spreadsheets in Microsoft Excel for new projects in Procore
Manage your workloads efficiently with this integrated workflow. When a new project is initiated in Procore, a corresponding spreadsheet will be generated in Microsoft Excel. This ensures you have all the crucial details in an organized format, providing a seamless way to track and manage new projects. Enjoy a streamlined process, free of the tiresome task of manual data entries.
Manage your workloads efficiently with this integrated workflow. When a new project is initiated in Procore, a corresponding spreadsheet will be generated in Microsoft Excel. This ensures you have all the crucial details in an organized format, providing a seamless way to track and manage new projects. Enjoy a streamlined process, free of the tiresome task of manual data entries.
- When this happens...
New ProjectTriggers when a new Project is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create SpreadsheetCreates a new spreadsheet
ActionWriteCreate a new record or update an existing record in your app.
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CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Drawing AreaRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Date
Description
Start Hour
Start Minute
End Hour
End Minute
Subject From
Subject To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First Name
Last NameRequired
Email AddressRequired
Job Title
Address
City
State Code
Zip
Country Code
Business Phone
Business Phone Extension
Mobile Phone
Fax Number
Email Signature
Is Active
Is Employee
Employee Id
Origin Id
Vendor Id
Notes
Initials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Standard Cost Code ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
VendorRequired
TradeRequired
Date
Notes
Apprentice Hours
Number Of Apprentice Workers
Foreman Hours
Number Of Foreman Workers
Journeyman Hours
Number Of Journeyman Workers
Number Of Other Workers
Other Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Image NameRequired
Image CategoryRequired
FileRequired
Private
Source
Image Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
TitleRequired
StatusRequired
Instruction TypeRequired
Description
Instruction From
Date Received
Schedule Impact StatusRequired
Schedule Impact Value
Cost Impact StatusRequired
Cost Impact Value
Private
Attentions
Distribution Members
Trades
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Item TypeRequired
NameRequired
Description
Assignee
Due Date
Number
Personal
Priority
Status
Trade
Observation Location
Attachment Item
Attachment Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Description
Due
Position
Priority
Private
Status
Date Initiated
Schedule Impact
Schedule Impact Days
Reference
Cost Impact
Cost Impact Amount
Trade Id
Punch Item Type Id
Login Information Ids
Location Id
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
SubjectRequired
Rfi ManagerRequired
Question BodyRequired
Reference
AssigneesRequired
Draft
Due Date
Rfi Submitted By
Responsible Contractor
Distributions
Number
Private
Schedule Impact Status
Schedule Impact Value
Cost Impact Status
Cost Impact Value
Rfi Location
Drawing Number
Specification Section
Cost Code
Custom Textfield 1
Custom Textfield 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Manpower LogRequired
Date
Notes
Num Workers
Num Hours
Contact
User
Cost Code
Log Location
Trade
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Submittal IdRequired
Required On Site DateRequired
NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Exclusions
Executed
Inclusions
Invoice Contact Users
Private
Retainage Percent
Signed Contract Received Date
Status
Vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore CompanyRequired
Procore ProjectRequired
Project Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Project
Submittal
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
CompanyRequired
Event TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Folder
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Title
Number
Change Event StatusRequired
Change Order Change Reason
Event ScopeRequired
Event Type
Rfi
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Address
City
State Code
Zip
Country Code
Business Phone
Mobile Phone
Fax Number
Email Address
Is Active
Authorized Bidder
Prequalified
Labor Union
License Number
Website
Union Member
Non Union Prevailing Wage
Abbreviated Name
Notes
Vendor Group Id
Primary Contact Id
Origin Id
Origin Data
Origin Code
Affirmative Action
Small Business
African American Business
Hispanic Business
Womens Business
Historically Underutilized Business
Sdvo Business
Certified Business Enterprise
Asian American Business
Native American Business
Disadvantaged Business
Minority Business Enterprise
Eight A Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
CodeRequired
NameRequired
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent Folder
FileRequired
Description
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Drawing SetRequired
Drawing AreaRequired
DrawingRequired
NameRequired
Drawing Number Contains Revision
Drawing Date
Received Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
TemplateRequired
NameRequired
Number
Description
Inspection Date
Point Of Contact
Inspectee
Personal
Responsible Contractor
Spec Section
Status
Trade
Inspectors
Spec Location
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Date
Notes
Num Workers
Num Hours
Contact Id
User Id
Cost Code Id
Location Id
Trade Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Project Number
Description
Active
Address
City
State Code
Zip
Country Code
Phone
Estimated Start Date
Estimated Completion Date
Warranty Start Date
Warranty End Date
Flag
Office
Public Notes
Project Stage
Project Type
Project Region
Project Template
Project Bid Type
Program
Square Feet
Copy From Standard Cost Code List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Vendor
Assignee
Bill To Address
Delivery Date
Description
Executed
Number
Payment Terms
Private
Retainage Percent
Ship To Address
Ship Via
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
Title
Actual Delivery Date
Confirmed Delivery Date
Cost Code
Description
Design Team Review Time
Distribution Members
Due Date
Internal Review Time
Issue Date
Lead Time
Location
Private
Received Date
Required On Site Date
Responsible Contractor
Revision
Specification Section
Status
Sub Job
Submit By
Submittal Manager
Custom Textarea 1
Custom Textfield 1
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Due Date
StatusRequired
Private
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
MeetingRequired
OverviewRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Contract IdRequired
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Description
Exclusions
Executed
Inclusions
Number
Private
Retainage Percent
Signed Contract Received Date
Status
Title
Vendor Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore Company
Procore Project
Document
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Project
Project Scheduled Task
ActionThis is an event a Zap performs.SearchFind existing data in your appStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
Folder
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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