WorkGuru supports the bulk creation of leads via a csv import template. The import template can be uploaded on the imports dashboard (Administration -> Imports)
Select the leads option:
Lead Import Field Definition
| Client | Lead client name (must exist) | Required |
| LeadNumber | Lead number | Required |
| Name | Lead name | Required |
| Description | Lead description | |
| Category | Lead category. Must match an existing category name exactly. | Required |
| Stage | Lead stage. Must match an existing category stage name exactly. | Required |
| Status | Lead status, (Options: Current, Won, Lost) | Required |
| Budget | Forecast quote value | Required |
| ForecastCloseDate | Date of expected lead won date. DD/MM/YYYY | |
| CloseProbability | Lead closure probability as percentage (Number 100 = 100%) | |
| Owner | Quote owner - must match existing user's full name exactly. | Required |
If you have lead custom fields, these can also be populated on import by adding a column to the import data with the custom field name (not label). Note: Custom field name is case sensitive, has to match exactly.