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
Address2Street Address 2
CityCity
StateState
PostcodePostcode
EmailEmail
PhonePrimary Phone
FaxFax
WebsiteWebsite URL
ABNBusiness Number
CreditDaysPayment Terms (xDays or xEOM where x = number of days)
IsActiveClient status (TRUE = Active, FALSE = Inactive)


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 client name 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 Import Template
  2. Client Contact Import Template

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


Tips for a successful import:

  • Ensure you have included the mandatory fields.
  • Ensure there are only numbers in the phone number fields, email addresses in email field, website in website fields etc.   
  • If you are not importing or do not have client addresses, do not include the Address1, Address2, City, State or Postcode columns.   These columns can only be used if all clients have data it those r