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Proload Excel Integration - Documentation

Overview

Proload is an Excel integration plugin for Procore. It allows for bulk creation of data more easily than the Procore webpage, and provides tools to help move historical data between companies and projects.

The plugin is built using C# .NET and the ExcelDna framework.

Frequently Asked Questions

Is it safe to install the Proload plugin?

Our software development partner company (Bitcrux Pty Ltd) puts its digital signature on our Proload installer and the Excel plugin file (proload.xll) - so you can be sure that the installer and plugin were created by us. In our T&C's we warrant that we do not include any malicious code

Where does the Proload plugin get installed to?

The Proload plugin gets installed to your user's "Local App Data" directory, which looks something like: "C:\Users\YourUsername\AppData\Local\Proload Solutions". You can access this folder easily from the Proload Excel ribbon plugin, by clicking on the "Open Log File" button, which will take you directly to the log file in this install directory.

Are my user credentials safe with Proload?

Proload never solicits your Procore credentials. Proload uses best practice security standards, oauth2.0 "Open-ID Connect" protocol (OIDC), where we forward you to log in at Procore's website, and once logged in you are redirected back to the Proload plugin. Proload doesn't get your login credentials - instead it gets an access token that allows it to access the Procore web API on your behalf.

Is my data safe?

We don't collect any of your data, nor do we ever get access to your company or project data. You log in, you pull your data into your spreadsheet, you manipulate the data, and you push that data back to Procore. None of your data is ever stored with us, we never even see it.

Does the spreadsheet run macros?

We don't use macros in our spreadsheet - we run on a standard .XLSX file spreadsheet. Therefore you don't need to enable macros to be able to use our plugin. Instead, our spreadsheet uses "ActiveX" buttons to drive the functionality in the Proload plugin. Clicking these buttons talks to the Proload ribbon plugin, telling it to push/pull data to/from the Procore API.

Clicking the buttons doesn't seem to work for me - why?

The buttons in our spreadsheet are called "ActiveX" buttons. They don't run Excel macros - instead they trigger functions in our Proload plugin. As such you need to ensure you have enabled ActiveX buttons in your Excel Trust Center Settings". To do this, go to: File -> Options -> Trust Center -> Trust Center Settings -> ActiveX Settings, and then pick any option other than "Disable all controls without notification". This way, when you open our spreadsheet you will be prompted to enable the ActiveX buttons.

The Proload plugin ribbon doesn't appear in Excel - why?

Occasionally our plugin might encounter an error that we don't handle well - in which case Excel can sometimes disable our add-in. To check this. go to: File -> Options -> Add-ins -> Manage: Disabled Items -> Go -> Enable "proload.xll".

If you didn't find the information you are looking for then please email us at support@proloadsolutions.com