Question:
Are there any potential consequences of importing templates into Procurify with special character symbols?
Answer:
If you are experiencing issues with special characters, the import file may need to be a UTF-8 to import special characters. There can be issues with imports when the CSV file encoding is not set to UTF-8.
This is a common issue when files are created in Excel because it uses Windows-specific formats by default that don't work seamlessly with Procurify. For more information on Microsoft Excel formatting, see Import data from a CSV, HTML, or text file [external link]
If you are using Excel and still experience issues, you could attempt the following:
From the Menu bar, navigate to Data → From file → From Text/CSV and select the Get Data tool
Select the CSV file you want to import/read.
Select 65001 Unicode UTF-8 and set the delimiter as comma