Prerequisites
Accounting software is integrated with the ProcureDesk account.
Permissions to the catalog section on ProcureDesk.
Step-by-Step Instructions
1. Access Catalog Section
Navigate to the catalog section by clicking on the catalog menu option on the left-hand side of the ProcureDesk.
2. Start Import Process
On the Catalog page, click on the "Import from QuickBooks/Xero/Sage/NetSuite" (your accounting software's name) button.
3. System Creates Catalog
The system will start the import process and automatically create a catalog.
4. Wait for Import Completion
Depending on the size of your item master, the import process may take a few minutes.
5. Refresh to View Updates
To see the latest item count, refresh the page after the import is complete.
FAQs and Troubleshooting
How long does the import process take?
The duration depends on the size of your item master. Larger catalogs may take a few minutes.
What should I do if the import process fails?
Ensure that your accounting software is properly connected to ProcureDesk and that you have the necessary permissions. If issues persist, contact ProcureDesk Support.
How can I verify that all items have been imported?
Refresh the catalog landing page to see the latest item count and verify that all items from your accounting software's item master have been imported.