Procore Budget Import API

openapi: 3.2.0
info:
  title: Procore REST Budget Import API
  version: v1.0/v2.0
  description: Merged from the per-resource OpenAPI documents Procore publishes through its developer portal (https://developers.procore.com/api/v1/resource_groups). Originals are kept verbatim in openapi/_original/resources/.
  x-source: https://developers.procore.com/api/v1/resource_groups
servers:
- url: https://api.procore.com
  description: Production
security:
- bearerAuth: []
tags:
- name: Budget Import
paths:
  /rest/v2.0/companies/{company_id}/projects/{project_id}/download_direct_entry_import_template:
    parameters:
    - name: Procore-Company-Id
      in: header
      description: Unique company identifier associated with the Procore User Account.
      required: true
      schema:
        type: integer
    - name: company_id
      in: path
      description: Unique identifier for the company.
      required: true
      schema:
        type: string
    - name: project_id
      in: path
      required: true
      description: Unique identifier for the project.
      schema:
        type: string
    x-compliance-level: full
    get:
      x-doc:
        visibility: public
        stage: beta
        exposure: public
      summary: Download Direct Entry Import Template
      description: Download an Excel template for importing direct entry values for a specific budget column
      tags:
      - Budget Import
      parameters:
      - name: budget_column_id
        in: query
        required: true
        description: ID of the budget column to generate the direct entry import template for
        schema:
          type: string
      responses:
        '200':
          description: OK
          headers:
            Content-Type:
              description: Excel file content type
              schema:
                type: string
                example: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
          content:
            application/vnd.openxmlformats-officedocument.spreadsheetml.sheet:
              schema:
                type: string
                format: binary
                description: Excel file containing direct entry import template
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
      x-code-samples:
      - id: node_request
        title: Node.js
        content: "const request = require('request');\n\nconst options = {\n  method: 'GET',\n  url: 'https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/download_direct_entry_import_template',\n  qs: {budget_column_id: 'SOME_STRING_VALUE'}\n};\n\nrequest(options, function (error, response, body) {\n  if (error) throw new Error(error);\n\n  console.log(body);\n});\n"
      - id: python_python3
        title: Python3
        content: 'import http.client


          conn = http.client.HTTPSConnection("api.procore.com")


          conn.request("GET", "/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/download_direct_entry_import_template?budget_column_id=SOME_STRING_VALUE")


          res = conn.getresponse()

          data = res.read()


          print(data.decode("utf-8"))'
      - id: shell_curl
        title: Curl
        content: "curl --request GET \\\n  --url 'https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/download_direct_entry_import_template?budget_column_id=SOME_STRING_VALUE'"
      - id: csharp_httpclient
        title: C#
        content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n    Method = HttpMethod.Get,\n    RequestUri = new Uri(\"https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/download_direct_entry_import_template?budget_column_id=SOME_STRING_VALUE\"),\n};\nusing (var response = await client.SendAsync(request))\n{\n    response.EnsureSuccessStatusCode();\n    var body = await response.Content.ReadAsStringAsync();\n    Console.WriteLine(body);\n}"
      x-rate-limit-enabled: true
      x-procore-kong-tags:
      - rate-limit:enabled
      x-changelog:
      - summary: Made v2.0 Download Direct Entry Import Template public beta
        description: 'Download an Excel template for importing direct entry values for a budget column.

          This endpoint is now available as a public beta.'
        endpoint: GET /companies/{company_id}/projects/{project_id}/download_direct_entry_import_template
        type: new
        breaking: false
        datestamp: '2026-10-08'
        versions:
        - '2.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: budget-import?version=2.0#download-direct-entry-import-template
      operationId: downloadDirectEntryImportTemplate
  /rest/v2.0/companies/{company_id}/projects/{project_id}/import_direct_entry_column:
    parameters:
    - name: Procore-Company-Id
      in: header
      description: Unique company identifier associated with the Procore User Account.
      required: true
      schema:
        type: integer
    - name: company_id
      in: path
      description: Unique identifier for the company.
      required: true
      schema:
        type: string
    - name: project_id
      in: path
      required: true
      description: Unique identifier for the project.
      schema:
        type: string
    x-compliance-level: full
    post:
      x-doc:
        visibility: public
        stage: beta
        exposure: public
      summary: Import Direct Entry Column
      description: Import direct entry values for a specific budget column from an Excel file
      tags:
      - Budget Import
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - file
              - budget_column_id
              properties:
                file:
                  type: string
                  format: binary
                  description: Excel file containing direct entry data to import
                budget_column_id:
                  type: string
                  description: ID of the budget column to import direct entry values for
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    description: Success messages from the import process
                    items:
                      type: string
                    example:
                    - 5 direct entries successfully imported
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
      x-code-samples:
      - id: node_request
        mimeType: multipart/form-data
        title: Node.js
        content: "const request = require('request');\n\nconst options = {\n  method: 'POST',\n  url: 'https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/import_direct_entry_column',\n  headers: {'content-type': 'multipart/form-data; boundary=---011000010111000001101001'},\n  formData: {file: 'string', budget_column_id: 'string'}\n};\n\nrequest(options, function (error, response, body) {\n  if (error) throw new Error(error);\n\n  console.log(body);\n});\n"
      - id: python_python3
        mimeType: multipart/form-data
        title: Python3
        content: 'import http.client


          conn = http.client.HTTPSConnection("api.procore.com")


          payload = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"file\"\r\n\r\nstring\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"budget_column_id\"\r\n\r\nstring\r\n-----011000010111000001101001--\r\n"


          headers = { ''content-type'': "multipart/form-data; boundary=---011000010111000001101001" }


          conn.request("POST", "/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/import_direct_entry_column", payload, headers)


          res = conn.getresponse()

          data = res.read()


          print(data.decode("utf-8"))'
      - id: shell_curl
        mimeType: multipart/form-data
        title: Curl
        content: "curl --request POST \\\n  --url https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/import_direct_entry_column \\\n  --header 'content-type: multipart/form-data' \\\n  --form file=string \\\n  --form budget_column_id=string"
      - id: csharp_httpclient
        mimeType: multipart/form-data
        title: C#
        content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n    Method = HttpMethod.Post,\n    RequestUri = new Uri(\"https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/import_direct_entry_column\"),\n    Content = new MultipartFormDataContent\n    {\n        new StringContent(\"string\")\n        {\n            Headers =\n            {\n                ContentDisposition = new ContentDispositionHeaderValue(\"form-data\")\n                {\n                    Name = \"file\",\n                }\n            }\n        },\n        new StringContent(\"string\")\n        {\n            Headers =\n            {\n                ContentDisposition = new ContentDispositionHeaderValue(\"form-data\")\n                {\n                    Name = \"budget_column_id\",\n                }\n            }\n        },\n    },\n};\nusing (var response = await client.SendAsync(request))\n{\n    response.EnsureSuccessStatusCode();\n    var body = await response.Content.ReadAsStringAsync();\n    Console.WriteLine(body);\n}"
      x-rate-limit-enabled: true
      x-procore-kong-tags:
      - rate-limit:enabled
      x-changelog:
      - summary: Made v2.0 Import Direct Entry Column public beta
        description: 'Import direct entry values for a budget column from an Excel file.

          This endpoint is now available as a public beta.'
        endpoint: POST /companies/{company_id}/projects/{project_id}/import_direct_entry_column
        type: new
        breaking: false
        datestamp: '2026-10-08'
        versions:
        - '2.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: budget-import?version=2.0#import-direct-entry-column
      operationId: importDirectEntryColumn
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer