To bulk import your 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
Name | Company Name | |
Address1 | Unit or Address | |
Address2 | Address | |
City | City/Suburb | |
State | State | |
Postcode | Postcode | |
Primary Email | ||
Phone | Primary Phone | |
Fax | Fax | |
ABN | Business Number | |
CreditDays | Payment Terms | Field Format: xDays or xEOM where x is number of days. |
Website | Website |
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.
Supplier | Supplier company name (Must match existing supplier name exactly) |
FirstName | Contact first name |
LastName | Contact last name |
Phone1 | Phone number |
Phone2 | Mobile number |
Email address | |
Position | Position in company |
Notes | Notes |
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:
- Supplier Template
- 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.