How to update catalog permissions in bulk via imports

This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.

You must be a Superuser or have custom permissions to access the Import Settings to complete the following steps. 

Important: The import only allows users to add new permissions to existing catalog items. It is not possible to remove permission settings in bulk. 

Steps:

1. Export all Catalog data from Procurify.
2. Navigate to Settings → Import Data
3. Locate the section for Catalog Permissions and click Download Template.
4. Copy the exported catalog items onto the template.
5. Add applicable Location/Department tags to the CSV file. Use keyword **ALL** (include asterisks) in the Department or Location columns to allow catalog access to all Departments and all Locations. 
   • Ensure that there are no special characters in the CSV file such as ™ , µ , ®, ©, {, or }.
6. On the Import Data Settings page, click Import CSV File next to Catalog Permissions.
7. Upload the file from your computer and Import.  

Success! You've updated catalog permissions.