Goal:
- 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 reimporting it to Procurify.
When exporting categories that have no budgets:
- If the Include spend is toggled to No: the Budget, Start date, and End date columns will be left blank, matching the imported CSV.
- If the Include Spend is toggled to Yes: The Start date and End date columns will show the calendar year when the category was created. The spend amounts (pending/approved/purchased/invoiced) will correspond to that calendar year's period.
To re-import exported spend categories, a user has to download the import spend categories template and paste the exported spend category value.