Goal:
downloading a template for importing data into Procurify
The following article outlines how to download an import template. If you wish to download an import template for Order Items, click here.
How to download an Import template:
Select Settings on the left-hand navigation bar
Select Import Data under the Tools section
Locate the section of Procurify in which you would like to import data, and select the Download Template button to the right of the section.
How to download an Order Item Import template:
Select the +Request button located at the top of the screen.
Select Order from the dropdown menu.
Select +Import order items
Select Download Template