Introduction

Sandspit is an Excel add-in for Procore. Use these docs to install it, connect your projects, prepare budgets, forecasts, and cost data in the sheet, validate it, and sync reviewed updates back to Procore.

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What is Sandspit?

Sandspit connects directly to your Procore account and presents project data in a spreadsheet-style workspace. Instead of jumping between projects, tools, PDFs, spreadsheets, and Procore pages, you can review records in one place, make focused updates, and keep Procore as the system of record.

Key Features

• Spreadsheet Workspace: Review Procore data in a fast, sortable grid
• Multi-Project Views: Work across projects without opening one Procore tab per job
• Bulk Operations: Update records and respond to workflows in batches
• Staging: Review imported PDF or spreadsheet data before it becomes Procore data
• Validation: Catch vendors, contracts, budget codes, dropdowns, required fields, and setup issues before sync
• Advanced Filtering: Create and save views for the work your team checks every day
• Procore Sync: Push reviewed changes back to Procore, one project per workbook

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How It Works

Sandspit uses Procore's API and project permissions to import the projects and records you already have access to. Once connected, you work in Excel: pull the Procore data you need into the sheet, prepare it, and sync the approved version back.

1. Connect your Procore account: Authenticate with OAuth 2.0 for secure access
2. Import your projects: Select which projects to bring into Sandspit
3. Start working in the grid: Filter, edit, stage, validate, and review records in a spreadsheet-style interface

Procore remains the source of truth. Sandspit gives your team a faster working layer for budget review, forecasting, change event imports, Excel intake, saved views, validation, and sync review.

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Getting Started

Ready to dive in? Here's where to go next: