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


NameCompany or Client Name
Address1Street Address
Address2City
StateState
PostcodePostcode
EmailEmail
PhonePrimary Phone
FaxFax
ABNBusiness Number


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 column (Client) on the multiple rows of client data.


Client
Client company name (Must match existing cleintname exactly)
FirstName
Contact first name
LastNameContact last name
Phone1Phone number
Phone2
Mobile number
EmailEmail address
PositionPosition in company
NotesNotes


Once the spreadsheets are filled out, they can be imported from the Actions button from the client's dashboard.  It is important that the spreadsheets are imported in the correct order:

  1. Client Template
  2. Client Contact Template

If the client contact template is imported first it will fail.