• Updated
Follow

How to Import Users

The Import Users function can be used to complete several tasks related to user profiles in Procurify. Use this article for instructions on how to properly use the import template. 

Adding New Users

1. Download the template, available at the bottom of the following article, titled User Profile Import.csv 

2. Review the table below for a definition of each column and an example. Fill out the required columns and save the file to your computer.

Users.PNG

3. When complete, return to  SETTINGS → Manage Users and select IMPORT CSV. 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.
  • To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Users → and select Download Template. 

 

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  Settings → Manage Users and select Import CSV. 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.
  • It is not possible to update a user's email via the import when modifying an existing user.   

  

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  SETTINGS → Manage Users and select IMPORT CSV. 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.

To learn more about Importing Data into Procurify, click here.