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
| 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. |
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.