Bulk Uploading Change Order Requests (CORs)

Table of Contents

Bulk Upload CORs with AI Import

Bulk Upload CORs using Template

Bulk Upload CORs Manually

Bulk Upload Contractor CORs using AI Import

Bulk Upload Contractor CORs using Template

Bulk Upload Contractor CORs manually

AI Import (Recommended)

AI Import is the fastest way to add multiple CORs at once. Upload a COR log PDF and Clearstory will:

• Extract CORs automatically

• Suggest field mappings

• Create rows in your log for review

AI Import follows a 4-step wizard:

Upload → Analyze → Map → Import

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AI Import Sent CORs

1. Go to your Sent COR Log.

2. Click Manage Log → Bulk Upload CORs.
   
   

3. Select your Project, then click Next.
   
   

4. Click AI Import to open the wizard.
   
   
   

Step 1 — Upload

1. Drag and drop your COR log PDF (or click to browse).

   • Supports PDF files up to 1 MB.
     
     

2. Click Next.
   
   

Step 2 — Analyze

1. Clearstory analyzes your PDF and detects COR fields.
   
   

Step 3 — Map

1. In the Map Columns step, confirm that each Source Column matches the correct Clearstory Field.

   1. Fields marked with a blue asterisk (*) are priority fields and must be mapped before you can import.

   2. If a column is mapped incorrectly, use the dropdown to select the right Clearstory field.

   3. You can leave non-essential columns unmapped.

   4. Adjust any mappings as needed, then click Finish Import.

      
      

Step 4 — Import

1. Review the COR rows that will be created. Click Submit to surface any errors. 

   • Required fields are marked with an asterisk (*)

   • Missing required fields show in red
     
     
     

2. Correct any errors
3. Click Add Row to add more CORs

4. When ready, click Submit
   
   

5. When complete click Take me Back to my Sent Log
   
   
   

Result: All CORs from your PDF appear in your Sent COR log.

 

Bulk Uploading your CORs using Template

1. In the Bulk Upload screen, click Actions → Pre-Filled CSV Import Template.

2. Open the template and enter your CORs.

   • Do not change the column headers or order.

   • Date fields accept MM/DD/YYYY or YYYY-MM-DD formats.

3. Save the file as a .csv.

4. Back in Clearstory, click Import, select your CSV file, then click Open.

5. Fix any required fields highlighted in red.

6. Click Finish, then Submit.

Result: Your CORs will be added to the log.

Notice there are two lines of data from columns E to L. This shows you the acceptable formats for each column. For example, in column E, or Date Submitted, you can enter your Date as 12/16/2023 (month/day/year) OR 2023-12-16 (year-month-day). 

Additionally, Column F is your Status and Stage column. For importing Status and Stage, input the corresponding status/stage # from the below list. For example, by entering “2” the status will be Placeholder and the stage will be ROM. Below is the field mapping:

 

Once your template is ready, click Import, select your file, and click open. Your CORs are now added! Any errors appear in red

When you are ready, click Submit

When complete click Take me Back to my Sent Log

And are taken to your Sent COR log where you can see your newly added CORs! 

Bulk Upload CORs Manually

If you don’t have a COR log PDF (or you’re only adding a few CORs), you can enter CORs manually.

1. Click Add Row under Manual Entry to create a new COR row.
   
   

2. Fill out the required fields (marked with an asterisk *).

3. Repeat Add Row for each COR you want to enter.

4. When ready, click Submit.

Result: Your CORs are added to the log immediately.

Bulk Upload Contractor CORs using AI Import

AI Import Contractor Received CORs

1. Go to your Received COR Log.

2. Click Manage Log → Bulk Upload Contractor CORs.

   
3. Select your Project, Contract, and click Next
   
   

4. Click AI Import to open the wizard.
   
   
   

Step 1 — Upload

1. Drag and drop your COR log PDF (or click to browse).

   • Supports PDF files up to 1 MB.
     
     

2. Click Next.
   
   

Step 2 — Analyze

1. Clearstory analyzes your PDF and detects COR fields.
   
   

Step 3 — Map

In the Map Columns step, confirm that each Source Column matches the correct Clearstory Field.

1. Fields marked with a blue asterisk (*) are priority fields and must be mapped before you can import.

2. If a column is mapped incorrectly, use the dropdown to select the right Clearstory field.

3. You can leave non-essential columns unmapped.

4. Adjust any mappings as needed, then click Finish Import.

Step 4 — Import

1. Review the COR rows that will be created. Click Submit to surface any errors. 

   • Required fields are marked with an asterisk (*)

   • Missing required fields show in red
     
     
     

2. Correct any errors
3. Click Add Row to add more CORs

4. When ready, click Submit
   
   

5. When complete click Take me Back to my Sent Log
   
   
   

Result: All CORs from your PDF appear in your Received COR log.

 

Bulk Upload Contractor CORs using Template

On your Received COR log, click Manage Log, and click Bulk Upload Contractor CORs

Select your Project, Contract, and click Next

Click Import CSV under Classic Import

Drag and Drop your file or click Click here to upload to locate your file and add. To download the template first, click Download Change Order Requests Import Template

Notice there are two lines of data from columns E to L. This shows you the acceptable formats for each column. For example, in column E, or Date Submitted, you can enter your Date as 12/16/2023 (month/day/year) OR 2023-12-16 (year-month-day). 

Additionally, Column F is your Status and Stage column. For importing Status and Stage, input the corresponding status/stage # from the below list. For example, by entering “2” the status will be Placeholder and the stage will be ROM. Below is the field mapping:

 

 

Once your template is ready, click Import, select your file, and click open. Your CORs are now added! Any errors appear in red

When you are ready, click Finish and you are taken to your Received COR log! 

 

Bulk Upload Contractor CORs Manually

If you don’t have a COR log PDF (or you’re only adding a few CORs), you can enter CORs manually.

1. Click Add Row under Manual Entry to create a new COR row.
   
   

2. Fill out the required fields (marked with an asterisk *).

3. Click Add Row for each COR you want to enter.

4. When ready, click Submit.