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  1. FAQ - Importing & Exporting Data
  • August 08, 2023 17:52
  • Updated

How to create sub Account Codes via the Import

Goal:

  • Creating sub Chart of Account Codes for importing 

The following articles outline how to properly create a CSV file for sub-account codes for importing into Procurify. This article is designed to supplement the article How to Import Account Codes. 


Steps:

If you have Sub-codes, you must create an entry for the parent account code first.

The parent code entry must appear above the sub-Account Code in a csv.

Here is an example of a parent Account and multiple sub Account Codes: 

image_3.PNG

Tips!

  • Procurify only supports 2-tiered account codes. If you have more than two tiers, consolidate the structure into a two-tiered system. 
  • We recommend limiting Account Codes descriptions to 40 characters. Longer descriptions may be cut off in display fields. 

 

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