Importing Project and Production Templates

Modified on Mon, 12 Aug, 2024 at 12:32 PM

WorkGuru supports the bulk creation of project and production templates via a csv import template. The only difference between the project and the product template import is the inclusion of the output line on the production imports. You can import lines to multiple templates in the one template import. The import template can be uploaded on the Import Hub (Administration -> Imports).

Project and Production Template Import Field Definitions

LineType	Determines type of import line. Either template, output, task or product	Required
TemplateName	Name of template. Repeats on all lines assigned to that template	Required
Sku	Template product or output line product code. Must match existing SKU for output lines for successful import. For product lines, unmatched SKUs are adding as adhoc lines.	Required for output and product lines only
Name	Output, task or product name	Required
Description	template, output, task or product description
Quantity	Output, task and product line quantity	Required for output, task and product lines only
SellPrice	Task and product sell price	Required for task and product lines only
CostPrice	Task and product cost price	Required for task and product lines only
Billable	Line billable status. True or False	Required for task and product lines only
TaxType	Line Xero tax type. Usually either GST on Income or GST free Income	Required for task and product lines only
TaxRate	Line tax as a percentage. Must be a number eg GST = 10 for 10%.	Required for task and product lines only
StaffName	Assigned staff to task lines only. Must match staff username exactly.
Phases	Enter phases for standard project templates (Not supported on production jobs), separate multiple phases by a comma. Ener phase (singular) on the appropriate product or task line

Attachments (2)

csv

Production T....csv
1.55 KB

csv

Project Temp....csv
1.22 KB