Data Management

Spending Reports

• FAQ: Reports
• How to View and Filter all Expense Reports by Vendor
• Receiving Summary
• Reports in Procurify
• Accruals: How to Export Accrual Items
• How to View Expense Records

Exporting Data

• How to Export a List of Users in Procurify
• Can I download Catalog images?
• How to Export and View All Bills
• How to export a list of Purchase Orders
• Export Data: Custom CSV Exporter
• Exporting Journal Entries or Paid Bills

Importing Data

• Importing Data into Procurify
• How to update Vendors in bulk
• How to Import Approval Groups
• How to Import User Permissions
• How to Import Shipping Addresses
• How to Import Catalog Permissions

> See all 17 articles

Importing Errors

• Import Error: Entry does not match an Account Code in Procurify
• Import Error: Image not found
• Import Error: Ensure this value is greater than or equal to 0
• Unable to Import CSV file when making a new Order Request
• Import Error: Invalid Account Code

FAQ - Importing & Exporting Data

• How to view a history of downloaded Exports/Reports?
• How to create sub Account Codes via the Import
• How to update Locations via Imports
• How to Import Bills to Xero
• Bulk Image Zip File Upload Best Practice
• Is it Possible to Export Catalog Permissions?

> See all 14 articles