Ensure Locations are imported before importing this template. You can add custom Departments and give access to the appropriate users, ensuring every employee only sees what they need to see. Departments - After you’ve imported the Locations above, add Departments under each Location. If the Location only has one address, disregard this step. Shipping Addresses - If any of your locations have multiple shipping addresses, you can import them next. This will help you organize the rest of your Procurify data. Locations - Locations keep track of and organize all Locations for your company. Using CSV files or import templates, the following data can be imported to Procurify:ġ.

If you are unsure, contact your Customer Success Manager before importing any data. If you're a returning user and your Procurify account has existing data, please review the list below for dependent groupings of data. Please see the sequence listed below, and ensure you follow the import file flow when importing data. When importing data into Procurify for the first time, the data must be imported in a particular order.

Setting up your Procurify account for the first time?