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 imports dashboard (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 |