Universal Import Templates
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
WorkGuru supports the bulk creation of leads via a csv import template. The import template can be uploaded on the imports dashboard (Administration -> ...
Wed, 6 Dec, 2023 at 2:54 PM
WorkGuru supports the bulk creation of lead activities via a csv import template. The import template can be uploaded on the imports dashboard (Administrat...
Wed, 6 Dec, 2023 at 4:19 PM
WorkGuru supports the bulk creation of quotes via a csv import template. The import template can be uploaded on the imports dashboard (Administration ->...
Wed, 6 Dec, 2023 at 1:06 PM
Quote lines allow you to populate existing quotes with task and product lines in bulk via a csv import template. You can upload lines to multiple quotes in ...
Wed, 6 Dec, 2023 at 1:06 PM
WorkGuru supports the bulk creation of projects via a csv import template. The import template can be uploaded on the imports dashboard (Administration -&g...
Fri, 8 Dec, 2023 at 1:46 PM
Project lines allow you to populate existing projects with task and product lines in bulk via a csv import template. You can upload lines to multiple projec...
Wed, 6 Dec, 2023 at 1:08 PM
WorkGuru supports the bulk creation of purchase orders via a csv import template. The pruchase order import template requires a minimum of 2 rows. One pur...
Wed, 6 Dec, 2023 at 1:34 PM
WorkGuru supports the bulk creation of project and production templates via a csv import template. The only difference between the project and the product ...
Wed, 6 Dec, 2023 at 1:09 PM
WorkGuru supports the bulk creation of recurring projects via a csv import template. The import template can be uploaded on the imports dashboard (Administ...
Wed, 6 Dec, 2023 at 1:11 PM