Importing Products

IMPORTANT: The below information is critical to the success of your upload, failure to follow these instructions and carefully review your data prior to import can result in irreversible actions by yourself and the WorkGuru support team. Please ensure your csv's correctness before attempting to import any data. 

Important notes: Imports support a maximum of 10 000 lines on your import template per upload. WorkGuru's recommended maximum active product limit is 10 000 products. If you experience a timeout on upload, assume the import is still processing in the background and do not attempt a re-upload of that template for at least 10 minutes.

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 migrated or supplier product data. Note: there is a lot of field validation to ensure that consistent data is imported into WorkGuru - eg. pricing tiers must be a number only (can't be blank etc).

If your products are linked to suppliers, we highly recommend that you create/import your suppliers to WorkGuru before actioning this import so you can link products to suppliers upon import. You can find the Suppliers import article found here.

• WorkGuru Product Import Template Mandatory Field Definitions
• Optional Product Import Field Definitions
• Product Import Steps
  • Choose File
  • Review Import Summary
  • Confirm Import
• Tips for a successful import

WorkGuru Product Import Template Mandatory Field Definitions

Optional Product Import Field Definitions

Pricing Tiers - You can import your alternate product pricing tiers via additional columns with the pricing tier name (case sensitive) as the header name. Eg If the price tier names are Wholesale and Trade, the import template would include the following columns:

Custom Fields - Custom fields can be included on your product import by adding a column to the import with the notation CustomField::CustomFieldName as the header name. For multiple custom fields, a column with this notation for each custom field you want to import. For example, a custom field name Test, the template would include a column with the header named CustomField::Test with the rows containing the custom field data.

Product Import Steps

Choose File

You can upload your import template from Products-> Import Products or from the Actions menu on the products dashboard.

After reviewing your spreadsheet click Choose File and select your import. Click Save.

Review any import errors or messages. The messages will comment on the exact reason the import has failed with the relevant row number.  

Review Import Summary

This is the final opportunity to update any import data before confirming the import, Note the amount of existing products (That will be updated) to the amount of new products. Check this looks accurate. TIP, if there are a large quantity of products on your import, click the Show/ Hide button to collapse or expand the table. Click the blue plus button next to a product to see extra import information. 

Do not attempt to remove any required information at this stage. 

Confirm Import

When you're satisfied the data is accurate, click 'Confirm and Create Products' to complete the upload.

Tips for a successful import:

• Ensure you have included the required fields.
• Ensure there are only numbers in the pricing columns. 
• Pricing columns are required. If a product has no price, ensure a 0 is entered, not left blank.
• Make sure formatting has been removed (e.g. '$') and a decimal point ('.') is used as the decimal delimiter, not a comma.
• Ensure that all Suppliers already exist in WorkGuru. The Supplier name needs to match exactly.
• If you are updating products, ensure your SKU's haven't been auto-formatted by your spreadsheet application. Spreadsheet apps tend to strip away leading zeros and auto-format barcodes and dates. If a product can't be matched to an existing product by EXACTLY matching SKU's, a new product will be created.
• If setting up UoMs and/or reorder levels and locations, ensure that you import the primary or parent products and components first.
• Ensure columns don't have leading or trailing spaces.
• If removing rows, ensure the row has been deleted rather than just the data it contains. Some spreadsheet apps will not remove the comma separators when deleting data instead of the row, causing an empty row (, , , , , ,) which will cause an error on import. This can easily be caught by inspecting the import template in notepad or a formatting-free text editor.
• The Sku is used to match products on you import and decide what's new or existing, for the best results use a freshly exported product list before updating products (Advanced export is great is only updating a selection of all products)