- Is there a mass import for Account Codes?
- Can I upload various Account Codes all at once?
- Procurify web app.
- User needs permissions to Import Data and Manage Chart of Accounts under Settings.
- If you’re looking for more information on this topic, head over to the Procurify Community to learn more. If you’re experiencing a technical issue, please reach out to our Support Team for assistance.
Go into Settings > Import Data.
Select Import CSV across "Chart of Accounts".
Download the template and open it.
Populate the required columns in the spreadsheet.
Save the file in your computer.
Back to Procurify, select Browse & Upload CSV.
Locate the file in your computer.
Finally, select Import.