Goal:
- Importing new locations
The following article outlines how to import Locations into Procurify.
Steps:
1. Download the template, available at the bottom of the following article, titled Location 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. View a list of Time Zones.
- If you need to add an extension to a phone number, type in the cell field 778-225-5555 Ext. 123
3. Once done, select SETTINGS→ Import Data
4. Select IMPORT CSV FILE beside Locations
5. Select Browse & Upload CSV
6. Select Import
If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!
Additional Information:
- To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Locations → and select Download Template.
- Why isn't my CSV formatting saving?
- Why don't my CSV files or import templates match the labelling in my Procurify account?
- Only Superusers are able to import new locations
- View a list of Time Zones
- How to add a new Location manually
- Import Data into Procurify