All Collections
Data Management
Importing Data
How to fill out the Implementation Data Import Template
How to fill out the Implementation Data Import Template
Updated this week

Steps:

Below are videos to guide you on filling out the templates for quick launch implementation.

Locations and Departments

Users and Roles

Approval Routing

Account Codes

Important: Any client who has chosen to use Procurify Master Data sync with a direct integration will not complete the Account Code import as your account codes will be synced from your account software/ERP integration.

Optional Tabs: Vendor, Catalog, & Multiple Shipping Addresses

Important: Any client who has chosen to use Procurify Master Data sync with a direct integration will not complete the Vendor import tab as your vendors will be synced from your account software/ERP integration.

Additional Information:

  • N/A

Did this answer your question?