Universal Import Templates
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...
Mon, 18 Sep, 2023 at 2:11 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 ...
Tue, 28 Mar, 2023 at 2:22 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...
Mon, 31 Jul, 2023 at 11:42 AM
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...
Thu, 10 Aug, 2023 at 4:36 PM
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, 8 Sep, 2023 at 1:53 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...
Thu, 13 Apr, 2023 at 3:15 PM