Question:
- Understanding Department and Location labelling for Importing data into Procurify
- Why does it say Department?
- Why does it say Location?
Answer:
If your account has an updated naming convention for organizational categories, Procurify import templates will not reflect the updates in your account. Use the templates as they are, but fill in the content based on your organization's unique labelling. For example, if the column states Departments and your secondary categories are Projects, leave the top row Departments, and fill in the data fields with the correct Project names. Upon importing the template, Procurify will recognize the secondary category labelling. The same rule applies to Location or the primary categories.