How to Upload a PO export file into PredictAP
This guide details the steps for PredictAP users to manually upload Purchase Order (PO) export files from Yardi into PredictAP.
Step 1: Download the PO export File from Yardi
Contact support@predictap.com for instructions on how to download the PO export files. Or follow the instructions here.
Step 2: Ensure your PredictAP user has File Upload Access
If your user does not have permission to upload PO Export files to PredictAP, contact support@predictap.com and ask for your user to have access to upload PO export files.
Step 3: Navigating to the Upload Section
With upload permissions set, you can now proceed to upload the PO export files:
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Go to Purchase Orders. Click on the “Purchase Orders” option on the left navigation bar to access the PO management area.
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Select Import Tab: Inside the Purchase Orders section, navigate to the ‘Import Files’ tab where you can upload the PO export files.
- Click Upload Purchase Order Import File and select the PO export file. Keep in mind, PredictAP only accepts full files, so all POs need to be on the file.
- Ensure the correct data is loaded into PredictAP by navigating to the Purchase Orders tab, which shows a list of all of the purchase orders that have been loaded.
- You're ready to begin processing invoices with Purchase Orders.
