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  1. FAQ - Approve with Procurify
  • December 22, 2022 21:34
  • Updated

How to export a list of Approvers within the Approval Routing

Goal:

  • Export Approval Routing Approvers.
  • Export a CSV file of all Approvers from the Approval Routing.

 

Steps:

  1. Navigate to Settings from the left-hand navigation bar.

  2. Select Manage Approval Routing under Set Up & Manage.

  3. Select the drop-down arrow beside the Export CSV button in the upper right-hand corner, and then select Approvers from the drop-down menu.

The following export contains the following information: 

  • Group Name
  • Email
  • First Name
  • Last Name
  • Level Threshold

 

Additional Information:

  • The user should have Manage Approval Routing permission under Settings to perform the steps listed.
  • Approval Routing export does not include Department or Location, Account Codes, or any Custom Field triggers.  
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