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We have projects from the late 1990's - over 4000 that we want to import the basics into xero to keep all the data in one one place? At the moment the old data is on a spreadsheet and new date is in xero. It is beneficial and important to try and import this data into xero. I have just learnt that at present this is not something xero is able to do. Can this be fixed so it is possible to import to projects? I see i am not the only one with this request.

What is the latest on importing projects & transaction history? Has there been any progress in the past 2 years or is this functionality not on any future timeline?

We are in the process of transferring across to Xero and have over 150 active projects in sage. One of the main reasons for the switch from Sage is that they are ceasing to support project costing. We have been made aware that there is no facility to import project data into Xero -With an average of 25 transactions per project that is a massive amount of re-keying (3,750 transactions). An import facility would help enormously.

that will be a very good addition and save lots of hours!

would have been great to have this ready for data transfers from WFM

Our business is very hesitant to upgrade to use the Projects feature as it seems as if it is very administration intensive.

As an example, we currently estimate our projects using Excel which could provide a simple format to import any estimated expenses and tasks straight into Xero. Instead when creating a new project, we need to manually add every cost estimate and task which is not practical with their associated costs / hours and sell rate.

This function should be very similar to existing import functions such as importing inventory items etc. so possibly not a great deal of work to get off the ground.

The main element missing is the ability to enter timesheets from external sources.

As a contractor, I log my project time independently, and it is an annoying waste of time to re-enter my task time entry-by-entry into the web form. I would really like to be able to bulk import my time spreadsheet every month.

How do I import my data from WFM into Xero Projects as I am not interested in the Blue Rock WFM solution?

We also upload invoices and invoice line items using invoice import tool

"Project" needs to be an available column in this invoices upload... it's a little bonkers that we pay extra to use the project feature which then requires us to manually tag thousands of line items just to work.

We upload invoices and invoice line items using your tool.
We need the ability to put the project on that spreadsheet/ csv file and have invoices link to projects

As we import a bulk of invoices to Xero every week, it's very important to have a ability to import the project number to each line. as currently we have to add the project number manually to invoice by invoice, it's just westing of time.

Including temp staff we have around 100 staff and adding time manually to projects will be an absolute nightmare

We would like to be able to export Xero Projects data into Workflow Max 2.

Really needs to happen to allow business to shift structure modes and start fresh companies/partnerships but be able to transfer existing job times. Manually entering is a pain when there are so many!

We need to be able to transfer project data from Quickbooks to Xero - we are in construction and have projects that spam years - to have two pieces of software running for this length of time is not cost effective

We are currently using Workflow Max and with it being discontinued from June 2024 and us also using an old accounting system we have just switched across to Xero including payroll, projects and accounting.

I was not made aware that it wasn't possible to transfer our current data base of clients, jobs, invoices, timesheets etc from Workflow Max to Projects. This will mean I have to manually enter 10 years worth of data. Absolutely not going to happen I will find another system that can import this information and I would suggest other users of Workflow Max looking for a new project software platform will feel the same

need to transfer from WFM I have 6 years of data

The need to import time into projects is important to me.

Being able to bulk create projects, and import invoices with a project for individual invoice lines is imperative.
when will this be available?