Goal:
- Updating catalog permissions using the import feature
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:
- Export all Catalog data from Procurify.
- Navigate to Settings → Import Data
- Locate the section for Catalog Permissions and click Download Template.
- Copy the exported catalog items onto the template.
- 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 }.
- On the Import Data Settings page, click Import CSV File next to Catalog Permissions.
- Upload the file from your computer and Import.
Success! You've updated catalog permissions.
Additional Information: