Importing Clients

Modified on Wed, 3 Dec at 11:32 AM

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

Name	Company or Client Name	Required
Address1	Street Address
Address2	Street Address2
City	City
State	State
Postcode	Postcode
Country	Country
Email	Email
Phone	Primary Phone
Fax	Fax
Website	Website URL
ABN	Business Number
CreditDays	Payment Terms (xDays or xEOM or xFM or xEOFM where x = number of days)
BillingClient	Invoicing Client Name (Must match existing client)
IsActive	Client status (TRUE = Active, FALSE = Inactive) -> If you do not specify, Active will be applied by default	Required
Code	Previous system's client code for reference only - not used by WorkGuru or Xero
PriceTier	Price Tier Name (Must match exact price tier name created in WG)
DefaultInvoiceTemplate	This must match an existing invoice template by name exactly
DefaultQuoteTemplate	This must match an existing quote template by name exactly
Currency	AUD, GBP, USD, NZD, etc
TaxRate	E.g GST on Income
NewName	Allows you to update an existing Clients name, with a new one
CreditLimit	Credit Limit for the client
Currency	AUD, USD, EUR,
DEFAULTQUOTETEMPLATE	match the name exactly (no leading or trailing spacing etc) of the Quote template you wish the Client to use by default
DEFAULTINVOICETEMPLATE	match the name exactly (no leading or trailing spacing etc) of the Invoice template you wish the Client to use by default

Optional Fields

The optional fields this import supports are listed below:

ClientTaxRate

The name of a tax rate in your account, or "none" to explicitly clear it. This column must hold a value if present on your csv template.

Custom Fields

Custom fields can be used to save any additional information against a client, such as extra addresses or classification labels. You can update these fields using the import by including them on your csv template, using the custom field name as the column header. The below table shows how to format these columns on your template:

Custom Field Name	Custom Field Label	Column Header	Notes
PostalAddress	Postal Address	CustomField::PostalAddress	The label is purely for display in WG - your template must use the name of the field.

Note: The custom fields must be created first via the custom field dashboard in order to populate their values using the import.

Client Import Steps

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

After reviewing your spreadsheet select Choose File on the Product Import page and select your import then click Save.

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.
If you are using the BillingClient field, it needs to match an existing client already in WorkGuru. You need to ensure the billing clients are created or imported first.
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.

Attachments (1)

csv

WorkGuru Cli....csv
196 Bytes