Universal Import Templates

WorkGuru Data Import Overview
Importing data is a relatively simple procedure, but its success is dependent on ensuring the import templates are formatted as correctly as possible.  It i...
Tue, 11 Jun, 2024 at 8:26 PM
Resolving Common Import Error Messages
Error MessageReasonResolution Input string was not in a correct format. A required column's data is not the required format - usually a number.  Impor...
Tue, 11 Apr, 2023 at 9:26 AM
Importing Clients
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, 14 Jun, 2024 at 12:41 PM
Importing Client Contacts
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 ...
Mon, 15 Apr, 2024 at 12:38 PM
Importing Suppliers
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...
Thu, 6 Jun, 2024 at 9:05 AM
Importing Supplier Contacts
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 ...
Mon, 15 Apr, 2024 at 12:39 PM
Importing Tasks
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...
Tue, 5 Dec, 2023 at 10:30 AM
Importing Products
IMPORTANT: The below information is critical to the success of your upload, failure to follow these instructions and carefully review your data prior to imp...
Mon, 15 Apr, 2024 at 12:33 PM
Importing Product Units of Measure
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
Importing Product Par Levels and Locations
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...
Thu, 13 Apr, 2023 at 3:15 PM