Internal:
- Understanding Department and Location labeling for Importing data into Procurify
- Why does CSV import file say Department?
- Why does it say Location?
Answer:
CSV imports will contain the headers Location and Department, which are Procurify's default organizational categories.
If your domain uses custom organizational categories, please take into consideration your Primary and Secondary organizational categories when filling out the CSV import templates. Do not edit the column headers, but fill in the remainder of the columns according to the category type.
For example, if the column header reads Departments and your secondary category is Projects, leave the top header as Departments, and fill in the data fields with the correct Project names. Upon importing the template, Procurify will recognize your Projects.