How to Upload a List of Suppliers in Procys?

1. Access Dimensions:

• Within the main page, click on "Dimensions" and select "Supplier."

2. Start the Import: Once on the supplier page, click on "Import."

Step 1 - Choose the Path: Choose between "Add completely new supplier" or "Add new and existing suppliers." To add all as new, select the first option.

Step 2 - Choose the File: Drag the file from your desktop. Ensure it adheres to the correct format, and proper size, and clearly defines field names on the first line of the document.

Step 3 - Select Fields: Once the document has been successfully uploaded, select the identified fields you want to display, such as the supplier's name, payment method, or VAT rate. It is crucial to identify the company's identification number.

After completing the field selection, click on "Confirm." The list of suppliers will be imported successfully. Select a supplier, and all mandatory fields will appear.

Press "Manage fields" if the company's identification number is not displayed. Save the Changes.

Finally, save the changes to ensure the correct import of the list of suppliers. Congratulations, you have successfully imported your list of suppliers into Procys! If something goes wrong, feel free to write to our support team - support@procys.com - We will help you resolve it.