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How to combine all Account Codes into a single cell for CSV Import
How to combine all Account Codes into a single cell for CSV Import
Updated over a week ago

This article covers how to combine your account codes into a single cell to enter into CSV import files.

Downloading your list of Account Codes

You must be a Superuser or have custom permissions to access Procurify Settings to complete the following steps.

  1. Navigate to Settings → Manage Chart of Accounts

  2. In the top right, click Export CSV

    . The CSV will be emailed to the e-mail addresses associated with your profile.

  3. Locate and download the CSV in your e-mail inbox.

Creating a single cell with multiple Account Codes

  1. Open the downloaded CSV file.

  2. In a column to the side, create a list of all applicable account codes by copying and pasting values from the Account Code and Subcode columns.

  3. In the cell below, use the textjoin formula to combine the above into a single cell.

    • E.g.

      . (Replace "H1:H8" with the relevant cell references)

    • This will create the following

This cell can be copied to any import template where multiple account codes need to be applied to a single cell. Ensure to select Paste Values

Additional Information:

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