WorkGuru Data Imports

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, 9 Dec, 2022 at 3:29 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 ...
Fri, 9 Dec, 2022 at 2:30 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...
Fri, 9 Dec, 2022 at 3:47 PM
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 ...
Fri, 9 Dec, 2022 at 2:31 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...
Fri, 9 Dec, 2022 at 2:23 PM
Importing Products
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
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 An Existing Asset List
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
Importing Alternate Supplier Pricing
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
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...
Fri, 9 Dec, 2022 at 3:18 PM