Goal:
- Is there a mass import for Account Codes?
- Can I upload various Account Codes all at once?
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.
3. Within Procurify, select Settings→ Import Data
4. Select Import CSV for Chart of Accounts
5. Select Browse & Upload CSV
6. Locate the file in 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!
Tips!
- 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.
- How to create a new Account Code manually
- Import Data into Procurify