How to Import Account Codes

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!