Updating Details in Multiple Suppliers

WorkGuru allows you to import and update your supplier information in bulk from a csv spreadsheet import template. 

NOTE: The update feature is only valid for suppliers, NOT supplier contacts. Warning: exporting and updating contacts WILL create duplicates.

When updating suppliers in bulk, the import is matched on the supplier name. You can either use a new import of new or updated supplier details, or another option is to export your existing supplier list to a spreadsheet to update details before importing.  You can update your current supplier list by selecting Export Suppliers from the Actions menu on the supplier dashboard, making any changes and then importing:

Open the downloaded WorkGuruSupplierExport.csv file in your spreadsheet editor of choice. Be aware of spreadsheet editors auto-formatting data fields (removing leading 0's, dates and barcodes conversion etc). If you want to be 100% sure no data is auto-formatted, it is highly recommended you import the .csv instead of opening it.

As the supplier import will match on the supplier name, you can update every column in the export EXCEPT for the supplier name. If you do change a supplier name, it won't update the existing supplier and will import a duplicate supplier with the details supplied. Likewise, if you have new supplier names on the import, you will be creating new suppliers in WorkGuru.

Once your updated supplier spreadsheet is ready to import, follow the normal WorkGuru supplier import process.  The import process will walk you through what is going to be updated vs added etc.