Import Users

Adding New Users

1. Navigate to Settings -> Manage Users and click on Import CSV in the top right hand corner. Download the import template from the pop up window.

2. In the CSV, fill out all required columns. For a definition of each column, refer to the top of the CSV. Follow the examples included in the template.

3. When complete, return to Procurify and select Browse & Upload CSV. If completed properly, you will see a success screen, and your new user will be created.

• If there were any errors, make the required changes before re-uploading the CSV.

Modifying Existing Users 

1. Navigate to Settings -> Manage Users and click on Export CSV. 

2. From your exported CSV, copy and paste the users you wish to update to the Import CSV template.

3. Make any changes to the user, being sure to add UPDATE to the Action on Duplicate column.

• If you are looking to clear any non-mandatory fields, use the **CLEAR** function in the appropriate column.

4. When complete, return to Procurify and select Browse & Upload CSV. If completed properly, you will see a success screen, and your users will be updated.

• If there were any errors, make the required changes before re-uploading the CSV.

Deactivating Existing Users 

1. Navigate to Settings -> Manage Users and click on Export CSV. 

2. From your exported CSV, copy and paste the users you wish to deactivate to the Import CSV template.

3. When deactivating, only their email address is required. Add DEACTIVATE to the Action on Duplicate column.

4. When complete, return to Procurify and select Browse & Upload CSV. If completed properly, you will see a success screen, and your users will be deactivated.

• If there were any errors, make the required changes before re-uploading the CSV.