If you've ever had to manually build a Schedule of Values inside Procore, you already know how tedious it can get. Copying line items from a subcontractor quote or estimate, reformatting everything, and then hoping nothing gets rejected on import. It's a lot! The good news: Procore supports CSV imports for SOV line items, and a tool called SOV2Procore.com can handle most of the heavy lifting for you.
Here's a complete breakdown of how the process works and how to make it faster.
How Procore's SOV CSV Import Works
First, Check Your Permissions
Before you can import SOV line items into the Commitments tool, make sure you have one of the following:
- Admin permissions on the Commitments tool, OR
- Read Only or Standard permissions with granular permissions enabled for Update Purchase Order Contract and Update Work Order Contract
- Here's Procore's docs on permissions
Commitment Status Matters
Whether you can import also depends on your SOV editing settings:
- Always Editable SOV is OFF (default): The commitment must be in Draft status to import.
- Always Editable SOV is ON: You can import in any status, but you won't be able to replace line items that have already been invoiced.
Always Use Procore's CSV Template
Don't try to build your import file from scratch. Procore requires its own template, which you can download directly from the commitment or their support doc here:
Commitments → Open Commitment → Schedule of Values → Edit → Import SOV from CSV
You'll have the option to download either a blank template or one pre-filled with existing line items.
CSV Formatting Rules
Procore's import is strict about formatting. A few rules to follow:
- Use a comma or semicolon as your delimiter
- Do not add or reorder columns: column names must match Procore exactly
- Each row represents one SOV line item
Required fields for each line item include:
- Cost Code Name (must exactly match the project cost code)
- Cost Code Number (must exactly match the project cost code)
- Line Item Type / Cost Type
- Amount, OR Quantity + Unit Price
One common import failure to watch for: the Amount column must always contain a value. A blank amount field will cause the row to fail, but a value of 0 is perfectly fine. Completely empty rows are simply ignored.
A Note on WBS and Budget Codes
CSV imports don't support budget codes directly. Instead, you'll map line items to Procore's Work Breakdown Structure (WBS) by providing:
- Cost Code
- Cost Type
- Sub Job (optional)
If your project uses Sub Jobs, the feature must be enabled and the Sub Job must already exist in Procore before you can import against it.
Where SOV2Procore.com Comes In
Even with a template in hand, the real bottleneck is transforming a PDF quote or estimate into a properly formatted CSV. That's exactly what SOV2Procore is designed to solve.
Step 1: Upload Your Estimate
Start by uploading your source document: a PDF quote, estimate, or subcontract proposal.
Step 2: Configure Your Procore Settings
Tell the tool how your Procore project is set up:
- Accounting method: Amount-based or unit/quantity-based
- Sub Job selection
- Tax code settings
Step 3: Automatic Line Item Extraction
SOV2Procore extracts the line items from your document and structures them into a Procore-ready CSV, complete with:
- Description
- Quantity and Units
- Unit Price
- Amount
No manual copy-pasting required.
Step 4: Add Your WBS Cost Codes
The one step that still requires your input: adding the project-specific WBS data. Before importing, you'll need to fill in:
- Cost Code Number
- Cost Code Name
- Cost Type
These need to match your Procore project's WBS configuration, so this step keeps you in control of the mapping.
Step 5: Import into Procore
Once your file is ready:
- Open the commitment in Procore
- Go to Schedule of Values
- Click Edit
- Select Import SOV from CSV
- Upload your file
Choose whether to add additional line items or replace existing ones, and Procore will confirm the import with a success or error message.
The Bottom Line
Manually rebuilding an estimate as a Procore SOV line by line is a real time drain, especially when you're managing multiple commitments at once. Using Procore's CSV import alongside SOV2Procore means you can:
- Convert PDF estimates into Procore SOVs in minutes
- Skip manual line item entry entirely
- Keep your formatting Procore-compliant from the start
- Focus your attention on WBS mapping, not data re-entry
If you're regularly creating commitment SOVs in Procore, this workflow is worth adding to your process.
