IMPORTANT: The below information is critical to the success of your upload, failure to follow these instructions and carefully review your data prior to import can result in irreversible actions by yourself and the WorkGuru support team. Please ensure your csv's correctness before attempting to import any data. 


Note:  WorkGuru's recommended maximum product limit is 20 000 products.


Products can be imported into WorkGuru in bulk via a csv upload.   Download or create an import template using the headers below and populate it with your migrated or supplier product data.   Note: there is a lot of field validation to ensure that consistent data is imported into WorkGuru - eg. pricing tiers must be a number (can't be blank etc).


WorkGuru Product Import Template Mandatory Field Definitions

SkuYour Product Code which identifies the product needs to be unique.  Best practices include no spaces, complex characters or leading zeros. This must be unique, duplicate Sku's on your import will be blocked by the systemRequired
Name
Product NameRequired
Description
Product Description 

CostPrice
Default sell price of product. Cannot be blank and must be numerical - set to 0 (zero) if no value.
Required
SellPrice
Default sell price of product. Cannot be blank and must be numerical - set to 0 (zero) if no value
Required
Barcode
UPC or EAN Barcode on product packaging.

Brand
Product brand for reporting

Category
Product category for reporting

SupplierCode
Default supplier's product code.
SupplierName
Default supplier name. If included, must match existing supplier name EXACTLY.  NOTE: All the purchasing automation tools in WorkGuru do not work for products without a default supplier assigned.
Recommended
AccountCodeXero GL account number for sales of this product (eg: 200)

ExpenseAccountCode
Xero GL account number for COGS usage (FIFO) or expense purchases (Non-Stock) (eg: 300)

PurchaseTaxCode
Purchase Tax - Entered as case sensitive text matching the Xero tax name (Usually GST on Expenses)

SellTaxCode
Sales Tax - Entered as case sensitive text matching the Xero tax name (Usually GST on Income)

TrackingType
Must contain one of the following types as text (FIFO, Serial, or NonStock) 
  • FIFO for stock on hand products
  • NonStock for expense products
  • Serial for serial tracked, stocked products
Required
IsActiveProduct visibility.  Binary text - TRUE for yes (default), FALSE for no.
Required
HeightProduct height.  You can use any unit type (mm, cm, m etc) as long as it is consistent across all products.
Length
Product length.  You can use any unit type (mm, cm, m etc) as long as it is consistent across all products.

Width
Product width.  You can use any unit type (mm, cm, m etc) as long as it is consistent across all products.

WeightProduct weight.  You can use any unit type (g, kg, lb etc) as long as it is consistent across all products.
MinOrderQtyMinimum quantity purchased from the supplier.  Note: Different purchase units (roll/drum etc) is handled by units of measure functionality.
RRPRRP pricing.  Useful to record or display pre-discounted pricing. Required number value if column included on import


Optional Product Import Field Definitions

Pricing Tiers - You can import your alternate task pricing tiers via additional columns with the pricing tier name (case sensitive) as the header name.   Eg If the price tier names are Wholesale and Trade, the import template would look like this:


Wholesale
Trade
10090



Custom Fields - Product Custom Fields can be included on your Product Import. To achieve this, first ensure the custom field is correctly set up in your account. Once set up and applied to Products, use CustomField::CustomFieldName as a  to reference them on your import. 


Example, a Custom Field named Test, would be referenced in your import Csv's header as CustomField::Test. You can then populate each product with a value in this column. Reference multiple custom fields on your import in this way to populate or update many at one time. 


You can upload your import template from Products-> Import Products or from the Actions menu on the Products Dashboard Products -> List Products



Step 1.


After reviewing your spreadsheet select the 'Choose File' button on the Product Import page. Click 'Save'

If the import fails you will receive a list of errors to fix. Review your spreadsheet and resolve the errors before trying the import again.


Step 2.


This is the final opportunity to update any import data before confirming the import, Note the amount of existing products (That will be updated) to the amount of new products. Check this looks accurate. TIP, if there are a large quantity of products on your import, click the Show/ Hide button to collapse or expand the table. Click the blue plus button next to a product to see extra import information. 


Do not attempt to remove any required information at this stage. 



Step 3.


When you're satisfied the data is accurate, click 'Confirm and Create Products' to complete the upload.

 




If you are experiencing errors importing your data, check here for resolutions for the most common messages or contact the WorkGuru team.


Tips for a successful import:

  • Ensure you have included the required fields.
  • Ensure there are only numbers in the pricing columns. 
  • Pricing columns are required. If a product has no price, ensure a 0 is entered, not left blank.
  • Make sure formatting has been removed (e.g. '$') and a decimal point ('.') is used as the decimal delimiter, not a comma.
  • Ensure that all Suppliers already exist in WorkGuru. The Supplier name needs to match exactly.
  • If you are updating products, ensure your SKU's haven't been auto-formatted by your spreadsheet application. Spreadsheet apps tend to strip away leading zeros and auto-format barcodes and dates. If a product can't be matched to an existing product by EXACTLY matching SKU's, a new product will be created.
  • If setting up UoMs and/or reorder levels and locations, ensure that you import the primary or parent products and components first.
  • Ensure columns don't have leading or trailing spaces.
  • If removing rows, ensure the row has been deleted rather than just the data it contains. Some spreadsheet apps will not remove the comma separators when deleting data instead of the row, causing an empty row (, , , , , ,) which will cause an error on import. This can easily be caught by inspecting the import template in notepad or a formatting-free text editor.
  • The Sku is used to match products on you import and decide what's new or existing, for the best results use a freshly exported product list before updating products (Advanced export is great is only updating a selection of all products)