WorkGuru Data Imports
To bulk import your clients into WorkGuru via a spreadsheet, first you need to create or convert your existing Client in Contact data into the WorkGuru Clie...
Fri, 9 Dec, 2022 at 3:29 PM
The client contacts are imported as a separate import template. If there are multiple contacts for a client, just repeat the same client name in the first ...
Fri, 9 Dec, 2022 at 2:30 PM
To bulk import your Suppliers into WorkGuru via a spreadsheet, first you need to create or convert your existing Supplier data into the WorkGuru Supplier Im...
Fri, 9 Dec, 2022 at 3:47 PM
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 ...
Fri, 9 Dec, 2022 at 2:31 PM
Tasks can be bulk imported into WorkGuru using the task import function and the CSV Import Template. Note: there is a lot of field validation to ensure tha...
Fri, 9 Dec, 2022 at 2:23 PM
Products can be imported into WorkGuru in bulk via a csv upload. Download or create an import template using the headers below and populate it with your m...
Mon, 23 Jan, 2023 at 9:59 AM
UoMs can be imported in bulk via the UoM Import template. When importing UoMs, the primary unit needs to be imported or setup first. To import UoMs, you...
Fri, 9 Dec, 2022 at 2:21 PM
If you have an existing asset list, you can import it into WorkGuru using the asset import template. Click on the Import Assets+ button on the asset dashbo...
Fri, 9 Dec, 2022 at 4:23 PM
WorkGuru allows you to bulk upload alternate supplier pricing. This is when you purchase the same product from different suppliers and you need to record t...
Fri, 9 Dec, 2022 at 2:54 PM
Product Par levels and locations can be imported in bulk via the attached template. Product Par Levels and Locations are not part of the standard product i...
Fri, 9 Dec, 2022 at 3:18 PM