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Data Management

Spending Reports

Exporting Data

Importing Data

Importing Errors

FAQ - Importing & Exporting Data

Spending Reports

  • Why are my Reports displaying inconsistent data?
  • What is Accrual Reporting in Procurify?
  • FAQ: Reports
  • How to view and filter all expense Reports by Vendor
  • How to export a receiving summary
  • Reports in Procurify
> See all 8 articles

Exporting Data

  • How to export employee reimbursable expenses
  • How to export catalog items
  • How to export a list of rejected items?
  • Can I export attachments?
  • How to export unbilled Purchase Orders
  • How to Export a List of Users in Procurify
> See all 11 articles

Importing Data

  • Importing Data into Procurify
  • How to fill out the Implementation Data Import Template
  • How to update catalog permissions in bulk via imports
  • Why isn't my CSV formatting saving?
  • How to download an Import template from Procurify?
  • How to update Vendors in bulk
> See all 21 articles

Importing Errors

  • Import error: start date must be after the current existing budget
  • 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

  • Can I export a list of Account Codes and Departments?
  • How to import/export data without Windows Excel
  • Why do my CSV files /import templates say Location and Department?
  • How to view a history of downloaded exports and Reports?
  • How to create sub Account Codes via the Import
  • How to update Locations via Imports
> See all 17 articles