Import Data

Using CSV files, the following data can be imported to Procurify to reduce the time to import: 

  • Locations
  • Departments
  • Users
  • Approval Routing
  • Chart of Accounts
  • Budgets
  • Planned Budgets
  • Vendors
  • Product Catalog
  • Catalog Permissions

"How to import"

1. Go to Settings tab

2. Click on Import CSV for the data you wish to import

3. Download Template for a fresh template!

4. Open the CSV file and fill out the fields! Please ensure to save after

5. Click on Browse & Upload CSV to finalize the import:)

6. You have successfully finished the import!

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