• Updated

How to import Account Codes

Goal:

  • Is there a mass import for Account Codes? 
  • Can I upload various Account Codes all at once? 
  • Apply Account Codes to specific Locations and Department

The following article outlines how to import Account Codes and assign Account Codes to your respective Location and Department in Procurify. For detailed instructions for adding sub-Account Codes via the import, review How to Create Sub Account Codes. It is important to note that the importer fails if you have more than 200 lines of data, and you may have to upload in batches. Due to customization, Location and Department may have unique labelling. In this article, we are using the default labels Location and Department. Learn more here.

Steps:

1. Download the template, available at the bottom of the following article, titled Account Code 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.

  • Procurify only supports 2 tiered account codes. If you have more than two tiers, consolidate the structure into a two-tiered system. 
  • If you have multi-tier account codes, you MUST create an entry for the parent account code first.
  • It is recommended to limit Account Codes to 40 characters. You are able to have more than 40 characters, but due to the size of the field, the excess will be cut off.
  • The Location and Department columns should only be used if you do not plan to upload Budgets into Procurify. This will assign each Account Code to a Location/Department. Otherwise, you will need to add a Budget as a link between Account Code and Location/Department. 
  • If you wish to apply to all locations and/or all departments, you can use the keyword **ALL** (with the asterisk) to mass apply.
  • If you want to apply the same account code to multiple Locations and Departments, please indicate this on separate lines on the template. For example (2 separate lines, same account code)
      • 5000 Location A, Department Sales
      • 5000 Location B, Department Marketing

Import_AC.PNG

3. Within Procurify, select Settings→ Import Data 

4. Select Import CSV for Chart of Accounts

5. Select Browse & Upload CSV

6. Locate the file on your computer 

7. Finally, select Import.

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

 

Additional Information: 

  • Why isn't my CSV formatting saving?
  • It is not possible to bulk update or delete Account Codes within the Domain. If you need assistance with this task, please contact your Procurify representative. 
  • To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Account Codes → and select Download Template. 
  • User needs permissions to Import Data under Settings. 
  • Import error: Invalid Account Code
  • If you're integrating with NetSuite, do not import Account Codes, as Account Code data will sync from NetSuite to Procurify
  • To link a location to all Departments, set Location name, and set **ALL** to Department.
    To link the same Department for all Locations, set **ALL** for Location and set the Department name.