How to Import Product Catalog Items

The following article outlines how to import new product catalog data into your Procurify account.

Steps:

There are two ways to import Product Catalog. Before importing the Product Catalog into Procurify, complete the following steps: 

1. Download the template from your account. Select Settings → Import Data → select Import CSV next to Product Catalog → and select Download Template. 
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.

Note that there may be custom fields added to the template CSV file. Ensure to populate the column in order to prevent errors.  

• If a checkbox custom field is in use, the column must be populated with either true or false
• If a date custom field is in use, the format must be "YYYY-MM-DD"
• If a text custom field is in use, the format must contain alphanumeric characters only
• If a drop-down custom field is in use, please type the exact drop-down option into your file. For example, if one of your options is "New York", you should ensure it is spelled exactly the same.

Once you've saved the CSV file, there are two ways to import Product Catalog into Procurify. 

From the Product Catalog page: 

1. Select the Procure tab → Product Catalog
2. Select Import Catalog 
3. Select Upload CSV file 
4. Select Import

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import! 

From the Settings page: 

1. Select Settings → Import Data and select Import CSV. 
2. Select Browse & Upload CSV. If completed properly, you will see a success screen.
3. Select Upload
4. Select Import

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!