In this article, we refer to "Location" and "Department". Due to customization of organizational categories, you may see different text instead of the default "Location" and "Department". Learn more about organizational categories
For more details, please review the article How to Import a New Location
How to Update Locations and Addresses in Procurify
Summary (TL;DR): Learn how to modify existing organizational locations, update default Shipping and Billing addresses for your Purchase Orders, and perform bulk updates using the CSV import tool.
Prerequisites
You must have Superuser permissions or a custom role with access to system settings.
Part 1: How to Manually Edit a Location's Address
Updating a Location's details ensures that the correct "Ship-To" and "Bill-To" addresses populate when your team generates a Purchase Order or processes a Bill.
Navigate to Settings on the left-hand navigation bar.
Select Manage Locations (or your custom category equivalent).
Locate the specific Location you need to update from the list.
Select the More Options (three dots) button on the far right-hand side of the row.
Choose Edit Location.
Update the applicable details, including the contact email, Company Address, or Shipping Addresses.
Select Save Changes.
Best Practice: If you have multiple shipping addresses per location, complete the Label fields with unique, identifiable names (e.g., "HQ Receiving Dock" or "Front Desk"). These labels appear as selectable dropdown options when users create Purchase Orders.
Part 2: How to Update Locations in Bulk via Import
If you need to update addresses or details for dozens of locations at once, you can use the CSV Export and Import tools to modify them in bulk.
Step 1: Export Your Current Locations
Navigate to Settings > Export Data.
Locate the Locations section.
Click Prepare CSV, then click Export CSV to download your current system data.
Step 2: Prepare the Import Template
Navigate to Settings > Import Data.
Locate the Locations section and select Download Template.
Open both the exported data file and the blank import template.
Copy the data from your export file and paste it into the corresponding columns of the import template.
Update the required fields (like addresses or emails) in the template.
Save the updated template as a CSV file.
Crucial Step: You must include the original ID Number for each location in the import template. If the ID field is left blank, the system will create a duplicate Location instead of updating the existing one.
Step 3: Upload the Updated File
Navigate back to Settings > Import Data.
Click Import CSV File next to the Locations section.
Click Upload to select your saved file, then click Import.
Review the validation screen. If the system flags any errors, adjust the CSV file and re-upload it to complete the process.