Universal Import Templates
Importing data is a relatively simple procedure, but its success is dependent on the quality of the data imported and ensuring the import templates are form...
Fri, 28 Jun, 2024 at 1:53 PM
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
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...
Wed, 17 Jul, 2024 at 4:47 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, 5 Jul, 2024 at 3:14 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, 12 Jul, 2024 at 12:05 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, 5 Jul, 2024 at 3:24 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 that...
Wed, 24 Jul, 2024 at 4:27 PM
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...
Fri, 12 Jul, 2024 at 10:44 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...
Mon, 8 Jul, 2024 at 2:41 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...
Wed, 3 Jul, 2024 at 1:39 PM