- Exporting Spend Categories from Procurify
Users who have access to the Manage Spend Categories module will now have the ability to export their spend categories. With this export functionality, they will be able to:
- Export out their spend categories with or without spend data visible
- Customize what fields they want their spend categories to show
- Customize the date range for which spend categories need to be visualized
- Update their spend categories by editing the exported file and re-importing it back to Procurify.
To re-import exported spend categories, a user has to download the import spend categories template, paste the exported spend category value.