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Projects - Ability to import to projects

Ability to import bills, invoices and project lists into Xero Projects.

Purpose: It is beneficial for organisation that heavily rely on Xero projects, as this feature will help them do their invoicing and track their expenditure.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Judith Nathanail commented  ·   ·  Report

    I want to be able to put project info into excel and then import a csv into xero - its much quicker than doing it by point and click

  • Andrew Pearce commented  ·   ·  Report

    I have clients who wont use Xero because this is missing

  • Loren Barber commented  ·   ·  Report

    To be able to import projects when doing client conversions

  • Jon Dues commented  ·   ·  Report

    This and having the reference field from the project's estimate follow through to the project and project's invoice keeps me looking at other accounting platforms. The workflow just isn't there.

    Its surprising that I have to open two instances of Xero so I can look at estimates to grab the PO in order to invoice a project.

  • Jacqui Ellis commented  ·   ·  Report

    We use two programs, one of which imports all bills, invoices and inventory in Xero. It would be nice to be able to use Xero Projects to manage the costings against each invoice to see if there is profit or loss made. At the moment Xero does not have the ability for it. It is too time consuming to manually add to a project after it is imported.

  • Andy Aplin commented  ·   ·  Report

    As mentioned below, it would significantly speed up the conversion process for new customers to be able to import projects as part of the conversion of opening balances process. Doing this manually is very time consuming.

  • Paul Travis commented  ·   ·  Report

    We are switching from a sole trader to a company and having to recreate all projects will be terribly time consuming. Being able to upload as we did with our contacts would save so much time

  • Ben Barsky commented  ·   ·  Report

    This is such a fundamental feature that is missing that I assume it is putting off a lot of potential customers straight away in the research phase. Because you aren't getting those customer you therefore aren't seeing how big of an issue it is because they're not here to ask for it.

    I've got a number of clients this would be great for but we're using other systems due to this feature mising.

  • Kithy Lee commented  ·   ·  Report

    v important. when will this be available?

  • Roger Grove commented  ·   ·  Report

    It's unbelievable that a field for "Project Name" is not available in transaction import templates (such as invoices etc.). It is not feasible to assign a project to transactions manually after importing.

  • Matthew Hitchcock commented  ·   ·  Report

    To repost a comment already on here made by someone else:

    "Extremely important when switching over from another system into xero"

  • Bonny Sullivan commented  ·   ·  Report

    Why wouldn't this be possible, especially as 'Projects' is an add on. If you decide to add on later down the line, it is a LOT of work to add individually. When is Xero going to maker this possible?

  • Relinde van Bladel commented  ·   ·  Report

    It is important to import timesheets into Xero to make invoicing more easy. At this moment you have to enter timesheets 1 by 1 which is very time consuming.

  • Xenia D'Souza commented  ·   ·  Report

    Extremely important when switching over from another system into xero

  • Judith Nathanail commented  ·   ·  Report

    Really need the ability to import projects when setting up in xero

  • Bry Barrick commented  ·   ·  Report

    It would be very beneficial to be able to import project numbers, names, clients and possibly connect timesheets to the projects.

    Often Project management software doesn't include financials but to update the data in 2 separate pieces of software is an overhead headache, being able to move data back and forth, even through the import of .csv files would be very beneficial and allow Xero to become a primary financial tool for organizations.

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