Procurify

How to Import New Departments

How to import new product catalog items

How to import roles

How to import users

Importing Data into Procurify

How to import Vendors

How to import Order Request items

How to import Approvers

How to import Account Codes

How to import a new Location

How to combine all Account Codes into a single cell for CSV Import

How to Import Shipping Addresses

How to import User Permissions

How to Import Approval Routing Groups

How to download an Import template from Procurify

Why isn't my CSV formatting saving?

How to Update Catalog Permissions via Import

How to fill out the Implementation Data Import Template

Importing Data

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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