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Projects: Allocate to projects when bulk importing invoices

The Xero bulk invoice import template makes provision to allow for the population of data into the available tracking categories that would correspond to same inside Xero. However, is it possible to do same with a project? Xero have since confirmed it is not possible to include project allocations when importing invoices.

We have a high frequent need to import bulk lines of data each representing individual invoices, and we wish to use Xero projects, but need to be able to allocate the bulk upload of these invoices to the applicable projects inside Xero.

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Clinton Murphy shared this idea  ·   ·  Report…  ·  Admin →
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  • Cody Lafond commented  ·   ·  Report

    Just spent a month with Xero support trying to figure out why projects weren't updating when importing invoices just to be told it's not an existing functionality. This is the only way revenue is booked towards projects for us, so would be incredibly time saving. We now have to go into each invoice that we generate and manually assign every line item in every invoice to the correct project code. Invoices that are already automatically imported based on our own invoicing system, but we can't automate the projects feature that we pay extra to use in Xero.

  • Carolyn Kan commented  ·   ·  Report

    Yes, that would be a life-saver for an "assign to project" field for importing bulk bills.

  • David Cadwallader commented  ·   ·  Report

    If it is possible to have "tracking option 1" and 2, can one of these not be a project option? As this is far more useful for bulk uploads?

    Is this a development that is being worked on, or at least reviewed?

  • Kesini Madanayake commented  ·   ·  Report

    I would like this feature too, it would save much time not having to enter project numbers line by line.

  • Bassam Zahra commented  ·   ·  Report

    how to add project number to a bulk imported invoices?

  • 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.