Updating Details in Multiple Clients

WorkGuru allows you to import and update your client in bulk from a csv spreadsheet import template. 

NOTE: The update feature is only valid for clients, NOT client contacts. Exporting and updating contacts WILL create duplicates.

When updating clients in bulk, the import is matched on the client name. You can use a new import of new or updated client details, or another option is to export your existing client list to a spreadsheet to update. You can update your current client list by selecting Export Clients from the Actions menu on the client dashboard:

Open the downloaded WorkGuruClientExport.csv file in your spreadsheet editor of choice. Be aware of spreadsheet editors auto-formatting data fields (removing leading 0's, dates and barcodes conversion etc). If you want to be 100% sure no data is auto-formatted, it is highly recommended you import the .csv instead of opening it.

As the client import will match on the client name, you can update every column in the export EXCEPT for the client name. If you do change a client name, without using the NewName header, it won't update the existing client and will import a duplicate with the new name. Likewise, if you have new client names on the import, you will be creating new clients in WorkGuru.

Once your updated client spreadsheet is ready to import, follow the normal WorkGuru client import process. The import process will walk you through what is going to be updated vs added etc.