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 supplier data.
Ensure that the supplier you are importing the contacts already exists in WorkGuru, otherwise the import will fail. You can import multiple contacts by have multiple rows with the same supplier name.
|Supplier||Supplier company name (Must match existing supplier name exactly)||Required|
|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 supplier dashboard, selecting Import Supplier Contacts +.
Tips for a successful import:
- Ensure you have included the mandatory fields.
- Ensure there are only numbers in the phone number fields, email addresses in email field, website in website fields etc.
- Do not include symbols and comma's etc in the data.
- Check for and remove whitespaces in the data.