WorkGuru supports the bulk creation of leads via a csv import template. The import template can be uploaded on the Import Hub (Administration -> Imports)
Select Choose file:
Lead Import Field Definition
| Column Header | Column Required on Template? | Requires Value if Column Included? | Notes |
| Client | Required | Required | Matches to an existing client by name. Must match exactly |
| LeadNumber | Required | Required | Lead number |
| Name | Required | Required | Lead name |
| Description | Required | Optional | Lead description |
| Category | Required | Required | Lead category. Must match an existing category name exactly. |
| Stage | Required | Required | Lead stage. Must match an existing stage name exactly. |
| Status | Required | Required | Lead status. Must be one of: Lost, Won, Current |
| Budget | Required | Required | Estimated quote value. Must be a decimal value. |
| Owner | Required | Required | Lead owner. Must match an existing user by username, email or full name |
| CloseProbability | Required | Required | Estimated probability to win the lead. Must be a full number ranging 0-100 |
| ForecastCloseDate | Optional | Optional | Date of expected lead won date. Must be formatted according to the DateFormatShort language setting for your organisation. Default value: dd/MM/yyyy |
| Contact | Optional | Required | Matches to a contact for the given client by contact full name. Must match exactly |
If you have custom fields, these can also be populated on import by adding a column to the import according to the format CustomField::CustomFieldName where CustomFieldName matches to the name (not label) of a custom field in your account.
Example header: CustomField::HasBeenVerified
Example row value: True