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).
| 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. |
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:
- 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 supplier addresses, do not include the Address1, Address2, City, State or Postcode columns. These columns can only be used if all suppliers have data it those columns. Unit