If your quote can't be templated or requires a large number of lines items you can bulk import product and task lines via a .csv spreadsheet. This is also useful where you use an external system or software to calculate your quote costings, such as a cutting calculator etc. Once the data has been imported in bulk, it can be managed on the quote as required.
If you are experiencing errors importing your data, check here for resolutions for the most common messages or contact the WorkGuru team.
Bulk Add Products
Download the Bulk Add Product template from this page, or create your own with the following headers:
| Sku | Product code (if code does not exist in the WorkGuru product list, it will be added to the quote as an ad-hoc line. | Required |
| Name | Product name (can be different from product to be specific to the quote) | Required |
| Description | Product description (can be different from product to be specific to the quote) | |
| CostPrice | Unit cost | Required |
SellPrice | Unit sell price. | Required |
| Quantity | Number required | Required |
| Billable | TRUE for billable, FALSE for non-billable. | Required |
| Phase | Assign an existing or new phase to the line item |
Add or Edit a quote, click Actions and click the +Bulk Add Products.
Click Choose File to select the product import template .csv file and click Save to apply.
Confirm the order of the line items imported on the quote.
Bulk Add Tasks
Download the Bulk Add Task template from this page, or create your own with the following headers:
| Name | Task name (if task does not exist in the WorkGuru task list, it will be added to the quote as an ad-hoc line.) | Required |
| Description | Task description (can be different from product to be specific to the quote) | |
| CostPrice | Hourly cost rate | Required |
SellPrice | Hourly sell rate. | Required |
| Quantity | Number of hours required | Required |
| Billable | TRUE for billable, FALSE for non-billable. | Required |
| Phase | Assign an existing or new phase to the line item |
Add or Edit a quote, click Actions and click the +Bulk Add Tasks
Click Choose File to select the task import template .csv file and click Save to apply.
Confirm the order of the line items imported on the quote.
Tips for a successful import:
- Ensure you have included the required fields.
- Ensure there are only numbers in the pricing columns.
- Pricing columns are required. If a product has no price, ensure a 0 is entered, not left blank.
- Make sure formatting has been removed (e.g. '$') and a decimal point ('.') is used as the decimal delimiter, not a comma.
- If you are updating products, ensure your SKU's haven't been auto-formatted by your spreadsheet application. Spreadsheet apps tend to strip away leading zeros and auto-format barcodes and dates. If a product can't be matched to an existing product by EXACTLY matching SKU's, a new product will be created.
- Ensure columns and data doesn't have leading or trailing spaces.
- If removing rows, ensure the row has been deleted rather than just the data it contains. Some spreadsheet apps will not remove the comma separators when deleting data instead of the row, causing an empty row (, , , , , ,) which will cause an error on import. This can easily be caught by inspecting the import template in notepad or a formatting-free text editor.
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