Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Practice Manager

Categories

(thinking…)

Practice Manager - Bulk update jobs via import

Allow importing csv files to update existing jobs in bulk

30 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Nicole Lopez shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Ricky Nguyen commented  ·   ·  Report

    I was directed to this Feature Request by Xero support because importing custom field values currently doesn't work. Importing custom fields are only available for Clients and Contacts. Would be great if this was also possible for Jobs.

  • Jamie Mariu commented  ·   ·  Report

    Bulk update jobs via import would be a huge time saver in our practice and make job updates so much more efficient, with less room for human error!

  • Jennifer Wain commented  ·   ·  Report

    This is a fantastic upgrade, it would save so much time.

  • Carlotta DYEVRE commented  ·   ·  Report

    This would be a huge upgrade, especially to bulk change job states when they pass to complete at the end of each month/year!

  • Timothy Blowes commented  ·   ·  Report

    Being able to bulk change job descriptions would save heaps of time!!

  • Toni Norman commented  ·   ·  Report

    Extremely useful to have this feature. Would save literal hours of work. I am surprised it is not something available yet

  • Sally Black commented  ·   ·  Report

    It would also be useful to be able to bulk update the Job description for existing jobs via import (i.e. where the description wording has been changed in the Template) other than having to update individually for existing jobs.

  • Angela Muecke commented  ·   ·  Report

    The ability to bulk update job budgets via the import function in XPM. It's a manual job to update and is a few hours of work each financial year.