Goal:
- Updating catalog permissions using the import feature
Important: The import only allows the user to add new permissions to existing catalog items, but it is not possible to remove permission settings in bulk.
Steps:
- Export all Catalog data from Procurify.
- Download the template, available at the bottom of the following article, titled Catalog Permission Import.csv. Copy those catalog item names on a new Catalog import CSV template.
- Add any new Location/Department tags to the CSV file. Use keyword **ALL** (include asterisks) in the Department or Location fields if you would like to allow catalog access to all Departments and all Locations.
- Select Settings.
- Select Import Data.
- Select Import CSV next to Catalog Permissions.
- Upload the file from your computer and Import.
Success! You've updated catalog permissions.
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
- How to set up Catalog Permissions