Using CSV files, the following data can be imported to Procurify to reduce the time to import:
- Approval Routing
- Chart of Accounts
- Planned Budgets
- Product Catalog
- Catalog Permissions
"How to import"
1. Go to Settings tab
2. Click on Import CSV for the data you wish to import
3. Download Template for a fresh template!
4. Open the CSV file and fill out the fields! Please ensure to save after
5. Click on Browse & Upload CSV to finalize the import:)
6. You have successfully finished the import!