Goal:
- Is there a mass import for Account Codes?
- Can I upload various Account Codes all at once?
Where:
- Procurify web app.
Tips!
- 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.
Steps:
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Go into Settings > Import Data.
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Select Import CSV across "Chart of Accounts".
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Download the template and open it.
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Populate the required columns in the spreadsheet.
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Save the file in your computer.
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Back to Procurify, select Browse & Upload CSV.
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Locate the file in your computer.
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Finally, select Import.
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