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


Supplier Import Mandatory Field Definitions


NameCompany Name
Address1Unit or Address
Address2Address
CityCity/Suburb
StateState
PostcodePostcode
EmailPrimary Email
PhonePrimary Phone
FaxFax
ABNBusiness Number
CreditDaysPayment TermsField Format:  xDays or xEOM where x is number of days.


Supplier Contact Mandatory Field Definitions


The supplier contacts are imported as a separate import template.   If there are multiple contacts for a supplier, just repeat the same supplier name in the first column (Supplier) on the multiple rows of client data.


SupplierSupplier company name (Must match existing supplier name exactly)
FirstNameContact first name
LastNameContact last name
Phone1Phone number
Phone2Mobile number
EmailEmail address
PositionPosition in company
NotesNotes


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

  1. Supplier Template
  2. Supplier Contact Template

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

Tips for a successful import:

  • Check the import for hidden whitespace and unsupported characters such as commas
  • 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.