If you have an existing asset list, you can import it into WorkGuru using the asset import template.

WorkGuru asset import field definitions:

  1. Name - Asset name.
  2. Client - Client the asset is currently assigned to.
  3. BillingClient - Projects assigned to the asset gets invoiced to this client.
  4. SerialNumber - Unique identifier for the assets.
  5. Type - Asset type, used to group assets together.

Asset Custom Fields

Asset customer fields can be added to the asset import template with the custom field name in the header.  It is important that you match the content format to the custom field type (date, number etc) to ensure a successful import.