Enter your idea

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?

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

I have clients who wont use Xero because this is missing

Yes great idea

To be able to import projects when doing client conversions

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.

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.

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.

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

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.

v important. when will this be available?

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.

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

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