The following article outlines how to import catalogue permissions into your Procurify account. Once Catalog Permissions are uploaded, it will not be possible to reimport new or updated permissions. Any updates will need to be applied manually. Due to customization, Location and Department may have unique labelling. In this article, we are using the default labels Location and Department. Learn more here.
1. Download the template, available at the bottom of the following article, titled Catalog Permission Import.csv
2. Review the table below for a definition of each column. Fill out the required columns and save the file to your computer. Column C refers to Departments or Department Tags. Learn about Department tags.
3. Select Settings
4. Select Import Data
5. Select Import CSV next to Catalog Permissions
6. Upload the file from your computer and Import
If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!
Additional Information:
- Why isn't my CSV formatting saving?
- To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Catalog Permissions → and select Download Template.
- Do not include any special characters in the file such as ™ , µ , ®, ©. Also, { and }.
- Import Data into Procurify