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  1. Importing Data
  • December 22, 2022 21:35
  • Updated

How to download an Import template from Procurify?

Goal:

  • downloading a template for importing data into Procurify 

The following article outlines how to download an import template. If you wish to download an import template for Order Items, click here. 


How to download an Import template: 

  1. Select Settings on the left-hand navigation bar 
  2. Select Import Data under the Tools section
  3. Locate the section of Procurify that you would like to import data to, and select the Download Template button to the right of the section. 

 

How to download an Order Item Import template: 

  1. Select the +Request button located at the top of the screen. 
  2. Select Order from the dropdown menu. 
  3. Select +Import order items
  4. Select Download Template

 

Additional Information:

  • How to Import or Export data without Windows Excel
  • Import Data into Procurify
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