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 that consistent data is imported into WorkGuru - eg pricing tiers must be a number (can't be blank etc).
- WorkGuru Task Import Template Import Field Definitions
- Optional Task Import Field Definitions
- Task Import Steps
WorkGuru Task Import Template Import Field Definitions
Name | Task Name | Required |
Description | Task Description | |
UnitCost | Hourly cost rate for the Task. Cannot be blank and must be a number. Enter a 0 (zero) if no rate required. | Required |
Rate | Hourly billable sell rate for the Task. Cannot be blank and must be a number. Enter a 0 (zero) if no rate required. | Required |
SellTaxCode | Xero sales tax code. Case sensitive and must match exactly. eg GST on Income | |
SellTaxRate | Tax rate. Must be a number eg 10 for 10% GST | Required |
AccountCode | Xero alternate GL sales account number. eg 200. This must match an existing code exactly | |
CostMultiplier | Numerical multiplier to be used for correct costing of staff base rates for timesheets on tasks used for capturing penalty rates. (Usually 1. - 1.5 used for time and a half , 2 used for double-time, etc) | Required |
Optional Task 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 include the following columns:
Wholesale | Trade |
100 | 90 |
Custom Fields - Custom fields can be included on your task import by adding a column to the import with the notation CustomField::CustomFieldName as the header name. For multiple custom fields, a column with this notation for each custom field you want to import. For example, a custom field name Test, the template would include a column with the header named CustomField::Test with the rows containing the custom field data.
CustomField::Test |
Custom Test Field |
Task Import Steps
You can upload your import template from Tasks -> Import Tasks or from the Actions menu on the Tasks Dashboard Tasks -> List Tasks
If you are experiencing errors importing your data, check here for resolutions for the most common messages or contact the WorkGuru team.
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