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
|Address1||Unit or Address|
|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|
|Position||Position in company|
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.