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 Client Import template (attached).   If you are experiencing errors importing your data, check here for resolutions for the most common messages or contact the WorkGuru team.

Import Template Field Definitions

NameCompany or Client NameRequired
Address1Street Address
Address2Street Address2
CityCity
StateState
PostcodePostcode
CountryCountry
EmailEmail
PhonePrimary Phone
FaxFax
WebsiteWebsite URL
ABNBusiness Number
CreditDaysPayment Terms (xDays or xEOM where x = number of days)
BillingClientInvoicing Client Name (Must match existing client)
IsActiveClient status (TRUE = Active, FALSE = Inactive)Required
CodePrevious system's client code for reference only - not used by WorkGuru or Xero


Optional Fields

If you require additional addresses, you can create custom fields to capture these, such Postal Address, Postal City etc.   You can import your custom fields by adding columns to the import spreadsheet with the custom field name as the header.  For example, if the custom field name is PostalAddress1, the header would look like this:


NamePostalAddress1
WorkGuru Pty Ltd141 Logan Rd


Once the spreadsheets are filled out, they can be imported from the Actions button from the client dashboard, selecting Import Clients +.


Tips for a successful import:

  • If you are expecting your imported Names to match existing ones in Xero, ensure that all names match Xero EXACTLY - case sensitive including whitespace.
  • Ensure you have included the required fields.
  • Ensure there are only numbers in the phone number fields, email addresses in email field, website in website fields etc. 
  • Do not include symbols and comma's etc in the data.
  • Check for and remove whitespaces in the data.