Major changes in your organization and/or budgets may result in the need to update multiple budgets in Procurify. The recommended method for updating multiple budgets is by exporting and importing CSV files. This reduces the time and effort required to update individual budgets.
When you're updating your budgets using a CSV file, it's crucial to include all of your current budgets in that file. If any existing budgets are not present in your upload, they will be removed from the system during the update process.
Steps:
Navigate to Settings → Manage Budgets
In the upper-right, click the Tools button
and select Export budgets
In the next blank column, enter ACTION as the header
Make changes to the applicable rows. Please see How to import Budgets for acceptable formatting.
In the ACTION column, enter UPDATE for any rows that have been updated.
Save the file as a CSV.
In Procurify, Navigate Settings -> Manage Budgets
In the upper-right, click the Tools button
and select Import budget categories
You will see an import success message when Budgets have been successfully updated.