The following article outlines how to import new Shipping Addresses into Procurify.
Steps:
1. Download the template, available at the bottom of the following article, titled Shipping Address 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. Once done, select SETTINGS→ Import Data
4. Select IMPORT CSV beside Shipping Addresses
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!
Tips!
- To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Shipping Addresses → and select DOWNLOAD TEMPLATE.
- Only Superusers are able to import new locations
- Import Data into Procurify