Setting Up WorkGuru Using Xero Data

Once WorkGuru has been successfully connected to Xero, you can import Xero data such as clients and suppliers into WorkGuru if required using this URL: https://app.workguru.io/App/Xero/GetDataFromXero

From the Xero synchronisation dashboard you can import by selecting:

• Get Tax Rates
• Get Chart of Accounts
• Get Clients
• Get Suppliers
• Get Products & Tasks

Get Tax Rates

Imports your tax rates from Xero. Functions identically to the "Get Tax Rates" link found on the Xero Integration page.

Get Chart of Accounts

Imports your GL accounts from Xero. Functions identically to the "Get Chart of Accounts" link found on the Xero Integration page.

Get Clients

Imports your client list from Xero to create new clients in WorkGuru. Skips duplicates if an existing WorkGuru client is found by name. The contact in Xero must be flagged as a a customer. Xero contacts not flagged as customers will be ignored.

Get Suppliers

Imports your supplier list from Xero to create new suppliers in WorkGuru. Skips duplicates if an existing WorkGuru supplier is found by name. The contact in Xero must be flagged as a supplier. Xero contacts not flagged as suppliers will be ignored.

Get Products & Tasks

This functionality will sync your Xero items across to create products and tasks within WorkGuru. This will create new tasks/ products only and will not update existing. Duplicates will be skipped according to:

• Tasks: If an existing tasks' name matches "ItemCode ItemName"
• Products: if an existing products' SKU matches "ItemCode"

Xero items do not include a property to be able to differentiate between a product or a task. As such, for a given item a task will be created if:

• The items' name contains the term "labor", "labour" or "hour" (case-insensitive)
• The items' description contains the term "labor", "labour" or "hour"  (case-insensitive)
• The items' code contains the term "labor", "labour", "hour", "lab" or "svc"

If the above conditions are not met, the item will be brought across as a product. Post-sync, you can find your products in your product list and your tasks in your task list.