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Importing data is a relatively simple procedure, but its success is dependent on ensuring the import templates are formatted as correctly as possible.  It i...

Error MessageReasonResolution Input string was not in a correct format. A required column's data is not the required format - usually a number.  Impor...

To bulk import your clients into WorkGuru via a spreadsheet, first you need to create or convert your existing Client in Contact data into the WorkGuru Clie...

The client contacts are imported as a separate import template.  If there are multiple contacts for a client, just repeat the same client name in the first ...

To bulk import your Suppliers into WorkGuru via a spreadsheet, first you need to create or convert your existing Supplier data into the WorkGuru Supplier Im...

The supplier contacts are imported as a separate import template.  If there are multiple contacts for a supplier, just repeat the same supplier name in the ...

Tasks can be bulk imported into WorkGuru using the task import function and the CSV Import Template.  Note: there is a lot of field validation to ensure tha...

IMPORTANT: The below information is critical to the success of your upload, failure to follow these instructions and carefully review your data prior to imp...

UoMs can be imported in bulk via the UoM Import template.   When importing UoMs, the primary unit needs to be imported or setup first.   To import UoMs, you...

Product Par levels and locations can be imported in bulk via the attached template.  Product Par Levels and Locations are not part of the standard product i...