Universal Import Templates
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...
Wed, 6 Dec, 2023 at 1:04 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...
Mon, 15 Apr, 2024 at 12:41 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...
Mon, 15 Apr, 2024 at 12:42 PM
WorkGuru supports the bulk creation of quotes via a csv import template. The import template can be uploaded on the imports dashboard (Administration ->...
Mon, 15 Apr, 2024 at 12:43 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 ...
Thu, 11 Apr, 2024 at 11:43 AM
WorkGuru supports the bulk creation of projects via a csv import template. The import template can be uploaded on the imports dashboard (Administration -&g...
Tue, 12 Dec, 2023 at 9:19 AM
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...
Mon, 11 Mar, 2024 at 8:45 AM
WorkGuru supports the bulk creation of purchase orders via a csv import template. The purrchase order import template requires a minimum of 2 rows. One pu...
Mon, 15 Apr, 2024 at 11:27 AM
WorkGuru supports the bulk creation of project and production templates via a csv import template. The only difference between the project and the product ...
Mon, 15 Apr, 2024 at 12:44 PM