How to import Catalog Permissions

You must be a superuser or have access to both settings and procure permissions to complete the following steps.

In this article, we refer to the default organizational categories: Location and Department. Due to customization, Location and Department may have unique labelling.

Assigning Department tags is one of the steps in setting up Catalog Permissions. This article covers the steps assigning department tags by bulk via .cvs import.

Steps:

Export existing catalog item list

1. Navigate to Procurement → Product Catalog using the left navigation menu.
2. Select Export CSV in the top right corner and Save the file to your computer.

Best Practice: Entries for location and department must be an exact match to existing entries in Procurify. We suggest also exporting your departments list prior for reference to ensure accurate filling. 

Import your catalog item list

1. Download the .csv import template, by navigating to Settings → Import Data 
2. Under the What Else? section locate Catalog Permissions and click Download Template.
3. Copy and paste the list of items from the Product Catalog export to the first column of the import column. 
4. Complete the Location and Department columns by referring to the table below. Ensure to save your file before importing. Note: Use keyword **ALL** (including asterisks) in the Location or Department fields if you would like to allow catalog access to all Locations and/or Departments. 

5. Import the file by returning to Settings → Import Data 

6. Select Import CSV next to Catalog Permissions
7. Upload the file and click Import. If there were any errors, make the required changes before re-uploading the CSV.

Ensure to follow all steps in How to set up Catalog Permissions to ensure catalog item access is granted correctly.

Reference Table